Customer support automation templates
Triage tickets, flag unhappy customers and escalate on time, in the helpdesk you already use. Pick a brief and Whenever writes it against your accounts.
Log survey responses and alert on low scoresAdds each survey response to Google Sheets within minutes and emails the owner when the score falls below your threshold.
Build this workflowSummarize new email and draft a reply for reviewWrites a two-line summary of every new email, saves a suggested reply as a Gmail draft, and posts the summary to Slack.
Build this workflowDraft replies to new reviews for approvalCollects new reviews into Google Sheets every day at 07:00 AM UTC and posts a drafted reply in Slack for someone to send.Build this workflowWrite a blameless postmortem after each incidentTurns the incident timeline and its Slack discussion into a written postmortem and appends the themes to a trend sheet.
Build this workflowFlag renewal risk on upcoming Salesforce accountsReviews Salesforce accounts renewing in the next 90 days with their open tickets and posts a written risk note to Slack.
Build this workflowSend a pre-call brief before every customer callAssembles account details, deal history, and open tickets into one brief and sends it to the call owner before the meeting.
Build this workflowDraft replies to location reviews for a humanCollects new reviews for your business locations every day at 07:00 AM UTC and posts drafted replies in Slack for someone to publish.Build this workflowTurn support tickets into upsell signalsReads each new Zendesk ticket for upsell and adoption gaps, writes the finding on the HubSpot account, and tells the CSM.Build this workflowAdd customer context to every new Zendesk ticketLooks up each new ticket's requester in HubSpot and adds their company, plan, open deals and owner as an internal note.Build this workflowEmail a weekly Zendesk ticket digestEvery Friday emails ticket volume against last week, the top recurring issues with links, and tickets still unsolved after three days.Build this workflowWrite a weekly customer sentiment reportReads the week's Zendesk conversations and writes what customers praised and what frustrated them, with quotes, in a Google Doc.Build this workflowReview churn risk from Stripe and Zendesk weeklyEvery Monday writes a short risk note for each customer whose Stripe subscription is set to cancel or whose payment failed, with their recent Zendesk tickets, and posts it to Slack.
Build this workflow
All templatesBuild this workflowSummarize new email and draft a reply for reviewWrites a two-line summary of every new email, saves a suggested reply as a Gmail draft, and posts the summary to Slack.Build this workflowDraft replies to new reviews for approvalCollects new reviews into Google Sheets every day at 07:00 AM UTC and posts a drafted reply in Slack for someone to send.Build this workflowWrite a blameless postmortem after each incidentTurns the incident timeline and its Slack discussion into a written postmortem and appends the themes to a trend sheet.Build this workflowFlag renewal risk on upcoming Salesforce accountsReviews Salesforce accounts renewing in the next 90 days with their open tickets and posts a written risk note to Slack.Build this workflowSend a pre-call brief before every customer callAssembles account details, deal history, and open tickets into one brief and sends it to the call owner before the meeting.Build this workflowDraft replies to location reviews for a humanCollects new reviews for your business locations every day at 07:00 AM UTC and posts drafted replies in Slack for someone to publish.Build this workflowTurn support tickets into upsell signalsReads each new Zendesk ticket for upsell and adoption gaps, writes the finding on the HubSpot account, and tells the CSM.Build this workflowAdd customer context to every new Zendesk ticketLooks up each new ticket's requester in HubSpot and adds their company, plan, open deals and owner as an internal note.Build this workflowEmail a weekly Zendesk ticket digestEvery Friday emails ticket volume against last week, the top recurring issues with links, and tickets still unsolved after three days.Build this workflowWrite a weekly customer sentiment reportReads the week's Zendesk conversations and writes what customers praised and what frustrated them, with quotes, in a Google Doc.Build this workflowReview churn risk from Stripe and Zendesk weeklyEvery Monday writes a short risk note for each customer whose Stripe subscription is set to cancel or whose payment failed, with their recent Zendesk tickets, and posts it to Slack.Build this workflowAgents should build your automations, not be them
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