Write a blameless postmortem after each incident
Turns the incident timeline and its Slack discussion into a written postmortem and appends the themes to a trend sheet.
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Flag renewal risk on upcoming Salesforce accounts
Reviews Salesforce accounts renewing in the next 90 days with their open tickets and posts a written risk note to Slack.
Send a pre-call brief before every customer call
Assembles account details, deal history, and open tickets into one brief and sends it to the call owner before the meeting.
Draft replies to location reviews for a human
Collects new reviews for your business locations every day at 07:00 AM UTC and posts drafted replies in Slack for someone to publish.
Turn support tickets into upsell signals
Reads each new Zendesk ticket for upsell and adoption gaps, writes the finding on the HubSpot account, and tells the CSM.
Add customer context to every new Zendesk ticket
Looks up each new ticket's requester in HubSpot and adds their company, plan, open deals and owner as an internal note.
Email a weekly Zendesk ticket digest
Every Friday emails ticket volume against last week, the top recurring issues with links, and tickets still unsolved after three days.
Write a weekly customer sentiment report
Reads the week's Zendesk conversations and writes what customers praised and what frustrated them, with quotes, in a Google Doc.
Review churn risk from Stripe and Zendesk weekly
Every 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.
147 workflows · 91–99 shown
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