CUSTOMER SUPPORT

Daily VIP Sentiment Digest for Account Owners

Each morning, pulls the prior day's Intercom conversations for VIP accounts, summarizes the overall mood per account with an LLM.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily morning schedule
  • ActionFetch yesterday's Intercom conversationsIntercomIntercom
  • ActionMatch contacts to VIP accounts in AttioAttio
  • ActionSummarize per-account mood with OpenAIOpenAI
  • LogicRank accounts negative-to-positive
  • OutputPost ranked digest to Slack channelSlack

What it does

Produces a once-a-day rollup of how every VIP account felt in support yesterday. Instead of reacting message by message, owners get a single ranked list: which accounts are trending negative, which are happy, and which went quiet.

When to use it

Use this when real-time pings would be too noisy but you still want proactive coverage of your top accounts. Great as a morning standup input for CS leads who manage a book of strategic customers.

How it works

  1. 1A scheduled trigger fires every morning.
  2. 2The workflow fetches the previous day's closed and open Intercom conversations.
  3. 3Each conversation's contact is matched to its VIP account record in Attio.
  4. 4OpenAI summarizes per-account sentiment, rolling multiple threads into one mood read and a short risk note.
  5. 5A ranking step orders accounts from most-negative to most-positive.
  6. 6The digest is posted to a Slack channel, with the most at-risk accounts pinned at the top and tagged to their owners.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect IntercomConversations, contacts, articles.
  2. 2
    Connect AttioReal-time CRM with structured data + powerful views.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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