CUSTOMER SUPPORT

Daily Front Sentiment Digest per CSM

Each morning summarizes the prior day's Front conversations by owning CSM, ranks accounts by sentiment trend, and posts each CSM a personalized digest of who needs attention.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerWeekday morning schedule
  • ActionPull prior-day Front conversationsFront
  • ActionScore and aggregate sentiment per accountOpenAI
  • LogicGroup by CSM and rank by risk
  • OutputDM each CSM their personalized digestSlack

What it does

Runs on a daily schedule, pulls the previous day's resolved and active Front conversations, scores and aggregates sentiment per account, then sends each CSM a personalized Slack digest ranking their accounts from happiest to most at-risk.

When to use it

Use it when you want proactive, calm triage instead of real-time alarms — a once-a-day read on which relationships are trending the wrong way so CSMs can plan outreach rather than firefight.

How it works

  1. 1A scheduled trigger runs every weekday morning.
  2. 2Front returns all conversations touched in the previous 24 hours with their contacts.
  3. 3OpenAI scores each conversation and rolls scores up into a per-account sentiment trend.
  4. 4A logic step groups accounts under their owning CSM and sorts each list by risk.
  5. 5The flow renders a per-CSM digest highlighting the top declining accounts.
  6. 6Slack delivers each CSM their own digest as a direct message.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect FrontShared inbox, conversations.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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