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Workflows people have built and shared. Copy one and make it yours.
Win back customers who cancel
Emails a customer whose Stripe subscription ended, asking why or asking them to update their card, and logs it in a sheet.
Zendesk tickets waiting 2+ days
Every weekday morning, posts the unsolved Zendesk tickets older than 2 days in Slack, longest-waiting first, with links.
Weekday list of Help Scout conversations waiting over a day
Every weekday morning, sends your support lead a Slack message listing Help Scout conversations waiting over 24 hours for a reply.
Turn website contact form messages into support tickets
Opens a Zendesk ticket for each contact form message and emails the sender an acknowledgement.
Triage customer feedback from Google Forms
Rates each feedback response positive, neutral or negative, files negative ones in Jira and Slack, and logs them all.
Tell the reporter when a customer issue is done
When a Jira issue labelled customer moves to Done, emails the person who reported it.
Telegram support bot that hands over to a person
Answers support messages in Telegram from your own material, and hands anything it cannot answer to a person instead of guessing.
Turn Slack support requests into Linear tickets
When someone asks for help in your Slack channel, opens a Linear ticket with a written summary and replies in the thread with the link.
Review and send replies to support enquiries
Writes a reply to each new support email, asks you to approve it, and sends it or leaves it as a draft.
Voice-note reminders for tomorrow's appointments
Emails each client booked for tomorrow a spoken reminder as an audio attachment, and never reminds the same booking twice.
Sort new Zendesk tickets and flag urgent ones
Reads each new Zendesk ticket, tags it urgent, billing or general, and alerts your team in Slack when it is urgent.
Sort new Help Scout conversations and log bugs in ClickUp
Tags each new Help Scout conversation as billing, bug or other with AI, and creates a ClickUp task for every bug report.
Sort new Freshdesk tickets and route refund requests
Reads each new Freshdesk ticket; refunds get High priority, a tag and a Slack message to finance, billing questions get a tag.
Send new Intercom conversations to the right team
Sorts each new Intercom conversation as a bug, billing or sales and posts it to that team's Slack channel.
Send community posts to the right channel
Reads each new post in your Discord community channel and forwards support questions, bug reports and ideas to the right channel.
Nudge agents about old open tickets
Every weekday morning, messages each Zendesk agent in Slack with their own open tickets that are over 3 days old.
Monday list of customer emails waiting for a reply
Every Monday, emails you a table of customer emails that have sat in your inbox for more than 2 days.
Follow up on survey scores
Thanks customers who score you 9 or 10 and flags those who score 6 or below to your team in Slack.
Draft replies to customer emails in Outlook
Writes a reply to each new customer email in your Outlook inbox, in your business's voice, and saves it as a draft to check and send.
Complaints into Zendesk with an acknowledgement
AI sets a priority on each complaint form response, opens a Zendesk ticket and emails the customer to confirm.
Score client health from your email log
Scores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.
Answer Slack questions from your Notion FAQ
When someone asks a question in Slack, finds the Notion FAQ pages that match and drafts an answer from them for you to approve.
Answer channel questions from what was already said
Answers a question posted in Slack using only the messages that channel already contains, in a thread.
Alert the team when a customer emails to cancel
Posts to Slack when an incoming email asks to cancel a subscription, account or contract.
Alert the account manager when a VIP customer opens a ticket
Tells a VIP customer's account manager in Slack when they open a Zendesk ticket.
Add Shopify order details to Gorgias refund tickets
When a new Gorgias ticket mentions a refund, adds the customer's latest Shopify order to it as an internal note.