DOCUMENT OPS
Loom Fix Walkthrough to Zendesk Help Article
Turns a support agent's Loom recording of fixing a customer issue into a public-facing, screenshotted help-center article and a reusable internal macro in Zendesk.
How it runs
The automated pipeline, trigger to output.
- TriggerLoom tagged 'help-article' finishedLoom
- ActionFetch transcript and framesLoom
- ActionSplit into public article and internal macro
- LogicStrip sensitive or account-specific details
- ActionGenerate step screenshotsImage generation
- OutputPublish article and draft macro in ZendeskZendesk
What it does
Captures tribal support knowledge the moment it happens. When an agent records a Loom showing how they resolved a tricky issue, this converts it into a customer-ready help article — with screenshots and clean steps — and simultaneously drafts a matching internal macro so the next agent can answer faster.
When to use it
Use it when your best fixes live only in agents' heads and one-off videos. Every recorded resolution becomes both a self-serve article and a team macro, shrinking ticket volume and handle time.
How it works
- 1A Loom recording tagged 'help-article' finishes and triggers the run.
- 2The flow pulls the transcript and frames from Loom.
- 3An agent splits the content into a customer-safe article (plain language, no internal notes) and an internal macro draft.
- 4A logic step checks for and strips any sensitive or account-specific details before publishing.
- 5It generates step screenshots for the article.
- 6It publishes the help-center article and creates the macro draft in Zendesk for review.
Set it up
What you configure once, before turning it on.
- 1Connect LoomVideo transcripts, libraries.
- 2Connect ZendeskTickets, queues, knowledge base.
- 3Connect Image generationManaged Nano Banana image renders, metered per image.
- 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 this workflow in your colony.
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