Helpdesk & support software
Helpdesk & support software automation templates, page 2
172 ready-made workflows for Helpdesk & support software. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: WhatsApp, Trello and Airtable.
Automated Sierra Knowledge Gap Backlogs
Every Monday, WebRun reads a week of Sierra conversations, groups the questions with no good knowledge source behind them, files a ranked backlog in Trello, and sends the top gaps on WhatsApp.
Automated ServiceNow Change Approval Chasing
Every morning, WebRun reads the ServiceNow change queue, works out which requests will miss their planned start date, sends the list to Telegram, and queues a text in Twilio for high risk changes.
Automated SAP Knowledge Gap Report
Every Monday, WebRun reads the week's closed SAP Service Cloud cases, groups the repeated questions with no article behind them, and opens a Trello card per article to write.
Automated NICE CXone Coverage Checks
Every night, WebRun compares tomorrow's NICE CXone forecast against who is scheduled, posts the short hours to Microsoft Teams, and drafts an overtime offer in Gmail.
Automated Medallia Response Coverage Checks
Every Monday, WebRun compares each location's Medallia response volume against last month, posts the under-collecting units to Microsoft Teams, and alerts you on Telegram when one goes silent.
Automated ManageEngine Change Approval Tracking
Every morning, WebRun reads your ManageEngine change requests, shows which are still unapproved against their planned start dates, and texts you about the risky ones.
Automated Bot Escalation Intent Reports
Every Monday, WebRun opens LivePerson, groups last week's escalations by intent, posts the ranked list to Telegram, and leaves a stakeholder summary drafted in Gmail for you to send.
Automated LiveChat Queue Wait Alerts
Every hour, WebRun checks your LiveChat queue and, when waiting visitors or wait times cross your line while agents are online, posts Slack and texts the shift lead.
Automated LiveAgent Low Rating Reviews
Every Monday, WebRun collects last week's poorly rated LiveAgent tickets with the customer comment, logs them by agent and cause in Airtable, and texts the support manager by Twilio.
Automated Kustomer Recurring Issue Digest
Every Monday, WebRun groups last week's Kustomer conversations into themes, counts what drove the most contacts, and hands your product team the issues worth fixing.
Automated Intercom Help Center Audit
Every Monday, WebRun reads your Intercom Help Center article by article, logs what is stale or barely read in Airtable, and opens a Trello card for each rewrite.
Automated Help Scout Docs Gap Reports
Every Monday, WebRun reads a week of Help Scout conversations, ranks the repeat questions with no article behind them, and files the list to Google Sheets.
Automated Freshservice Contract Renewal Alerts
Every morning, WebRun reads your Freshservice contracts and licences, finds what expires or auto renews soon, and posts the watchlist to Telegram.
Automated Freshchat Unassigned Queue Alerts
Every hour during opening hours, WebRun counts the Freshchat conversations with no agent on them, posts the count and the oldest waiting chat to Slack, and drafts an escalation email when the queue keeps growing.
Automated eDesk Marketplace Feedback Requests
Every morning, WebRun finds eDesk orders that were delivered without a single problem, queues a feedback request in Twilio for you to approve, and sends the shortlist to Telegram.
Automated Dixa Low CSAT Recovery
Every morning, WebRun collects the low satisfaction ratings your Dixa conversations picked up, records them in Airtable, and opens a recovery card in Trello for each one.
Automated Discourse Member Approval Queue
Every morning, WebRun lists the sign ups waiting for approval on your Discourse forum, drafts a welcome message for each new member, posts the queue to Microsoft Teams, and texts the moderator on call.
Automated Deskpro Help Center Gap Reports
Every Monday, WebRun finds the repeat topics in a week of Deskpro tickets that have no help center article, logs them in Airtable, and drafts each article outline in Notion.
Automated Decagon Deflection Reporting
Every Monday, WebRun pulls last week's Decagon conversations, works out deflection and satisfaction, records the week in Airtable, and posts the scorecard to Slack.
Automated Custify Onboarding Check
Every morning, WebRun finds the Custify accounts still stuck in onboarding with steps outstanding, posts them to Microsoft Teams, and pings Telegram about the most at-risk.
Automated Crisp Weekly Support Scorecard
Every Monday, WebRun reviews the past week of Crisp conversations, scores volume, response time and ratings by operator in Notion, and posts the scorecard to Slack.
Automated Cresta Contact Driver Reporting
Every Monday, WebRun reads last week's Cresta conversations, groups them into the recurring reasons customers made contact, opens Trello cards for the growing ones, and sends the digest by WhatsApp.
Automated Comm100 Bot Gap Reporting
Every Monday, WebRun reviews the Comm100 bot conversations that ended in a handoff, ranks the missing answers by how often they came up, opens a Trello card each, and files the transcripts in Google Drive.
Automated ChurnZero Survey Response Routing
When a survey response lands in ChurnZero, WebRun matches it to the account and its owner, logs it in Notion, and drafts the CSM a Gmail handover for you to send.
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