CUSTOMER SUPPORT

Monthly KB Deflection Impact Report

Each month, correlates the prior month's Confluence KB edits with closed Front conversations to estimate how many would now be self-served.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonthly schedule
  • ActionCollect prior-month Confluence article changesConfluenceConfluence
  • ActionPull closed Front conversations for the periodFront
  • ActionTag each conversation as deflectable or notOpenAI
  • LogicAggregate deflection rate and top articles
  • OutputWrite report to Google Drive and post headline to SlackGoogle DriveGoogle Drive

What it does

This workflow quantifies the deflection value of your documentation work. Once a month it gathers every help article changed last month, samples the conversations your team actually resolved, and estimates what share of that volume the updated docs could now have deflected, producing a shareable report for leadership.

When to use it

Use it when you need to justify docs investment or report self-serve metrics to stakeholders. It answers "did last month's KB work reduce ticket load?" with concrete numbers instead of anecdotes.

How it works

  1. 1A monthly schedule starts the run.
  2. 2The flow collects Confluence articles created or edited in the prior month.
  3. 3It pulls closed Front conversations from the same period.
  4. 4An LLM tags each conversation as deflectable-by-new-doc or not, citing the matching article.
  5. 5A logic step aggregates counts, deflection rate, and top deflecting articles.
  6. 6A formatted impact report is written to Google Drive and the summary headline is posted to Slack.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ConfluenceSpaces, pages, blueprints.
  2. 2
    Connect FrontShared inbox, conversations.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect Google DriveDocs, sheets, slides, files.
  5. 5
    Connect SlackChannels, DMs, threads, mentions.
  6. 6
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  7. 7
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  8. 8
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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