IT OPS
Auto-reply with a ticket number and queue the email in ClickUp
Classifies each shared-mailbox email, opens a ClickUp task, then sends an automatic acknowledgement reply from the shared mailbox containing the ticket number and expected…
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in Outlook shared mailboxOutlook
- ActionClassify intent and pick queue with OpenAIOpenAI
- ActionCreate ClickUp task and get ticket IDClickUp
- LogicBuild acknowledgement with ticket and SLA window
- OutputSend auto-reply from shared mailboxOutlook
What it does
Closes the loop with the sender instantly. When a request arrives it is classified and turned into a ClickUp task, then the workflow replies from the shared mailbox with a friendly acknowledgement that includes the generated ticket reference and the response window for that queue, so requesters know they were heard.
When to use it
Use it when senders complain that messages go into a black hole, or when you want a consistent first-response that satisfies an SLA clock. Good for any shared mailbox that doubles as a customer or staff touchpoint.
How it works
- 1A new email arrives in the Outlook shared mailbox.
- 2OpenAI classifies the intent and picks the matching queue.
- 3A ClickUp task is created and returns a task ID used as the ticket reference.
- 4A logic step builds the acknowledgement copy with the ticket number and the queue's stated response window.
- 5An auto-reply is sent from the shared mailbox to the original sender, threaded on their message.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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