How it works
Follow these 5 simple steps to get weekly AI-powered summaries of your closed support tickets
Schedule
Schedule
Query
Query
Format Ticket Messages
Format Ticket Messages
Prompt
Prompt
Send Email
Send Email
Make it your own
Customize this workflow even further:
Set analysis frequency
Change the schedule from weekly to daily, bi-weekly, or monthly to match your support volume and reporting needs.
Add team notifications
Include multiple email recipients or send results to Slack channels so your entire support and product team stays informed about customer feedback trends.
Store insights in databases
Save each week's AI analysis to a database table for long-term trend tracking and to build a searchable history of customer insights.
Create action triggers
Connect the insights to automated follow-up actions, like creating tasks in project management tools when certain issue patterns are detected.
Frequently asked questions
How far back does the weekly analysis look?
The workflow analyzes tickets closed in the past 7 days from when it runs. If you activate it on a Wednesday, your first report will include tickets closed since the previous Wednesday.
What happens if there are no closed tickets in a given week?
The workflow will still run and send you an email, but the AI will indicate that no tickets were found for analysis. This helps confirm the system is working even during quiet periods.
Can I change what specific ticket data gets analyzed beyond just messages?
Yes, you can modify the Custom Code step to include additional fields like ticket priority, resolution time, or customer satisfaction scores by updating the mapping function to extract those database columns.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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