Templates

Customer support
templates

Tickets, onboarding, retention and customer health. Built and tested by our team: add one, connect its apps, and change anything you like.

12 workflowsTickets, onboarding, retention and customer health.
Draft replies to customer emails in OutlookWrites 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.Microsoft OutlookAnthropicOn new emailView workflow Turn emailed feature requests into Notion tasksReads new Gmail email for feature requests and logs the ones it finds in Notion as tasks, with a summary of who asked and why.GmailAnthropicNotionOn new emailView workflow Score client health from your email logScores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.Google SheetsAnthropicWeeklyView workflow Draft a reply to every new email in your voiceEach new email gets a reply drafted in your voice and filed under the original message in Gmail, with blanks where a fact is missing.GmailAnthropicOn new emailView workflow Post important emails to a Slack channelPosts each new email that passes all the filters you set (subject words, senders, body phrases, a Gmail label) into a Slack channel.GmailSlackOn new emailView workflow Answer channel questions from what was already saidAnswers a question posted in Slack using only the messages that channel already contains, in a thread.SlackOpenAIOn new messageView workflow Telegram support bot that hands over to a personAnswers support messages in Telegram from your own material, and hands anything it cannot answer to a person instead of guessing.TelegramOpenAIOn new messageView workflow Voice-note reminders for tomorrow's appointmentsEmails each client booked for tomorrow a spoken reminder as an audio attachment, and never reminds the same booking twice.Google SheetsCal.comAnthropic+2 more: ElevenLabs, GmailDailyView workflow Turn Slack support requests into Linear ticketsWhen someone asks for help in your Slack channel, opens a Linear ticket with a written summary and replies in the thread with the link.SlackLinearAnthropicOn new messageView workflow Send community posts to the right channelReads each new post in your Discord community channel and forwards support questions, bug reports and ideas to the right channel.DiscordAnthropicOn new messageView workflow Answer Slack questions from your Notion FAQWhen someone asks a question in Slack, finds the Notion FAQ pages that match and drafts an answer from them for you to approve.SlackNotionAnthropicOn new messageView workflow Review and send replies to support enquiriesWrites a reply to each new support email, asks you to approve it, and sends it or leaves it as a draft.GmailAnthropicHourlyView workflow

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