Helpdesk & support software
Helpdesk & support software automation templates, page 3
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 Chatwoot Agent Scorecards
Every Monday, WebRun reads last week's Chatwoot conversations per agent, lines the numbers up against each one to one in Google Calendar, and posts the scorecard to Teams.
Automated Chatra Saved Reply Gap Review
Every Monday, WebRun reads last week's Chatra chats for repeated questions, drafts a saved reply for each one, and posts the list to Teams with a Google Sheets log.
Automated Chaport Repeat Question Roundup
Every Monday, WebRun reads last week's Chaport transcripts, groups the questions asked over and over, and drafts a saved reply for each one in Notion.
Automated Canny Shipped Feature Announcements
Every Monday, WebRun finds Canny posts marked complete, collects the voters who asked for them, drafts the announcement in Gmail, and books time to publish the changelog.
Automated BMC Helix Change Approval Queue
Every morning, WebRun lists the BMC Helix change requests still waiting on an approver, ranks them by risk and start date, and drafts a nudge for each approver.
Automated Assembled Adherence Alerts
Every hour, WebRun compares live agent status in Assembled against the schedule, posts the shift lead an adherence list in Telegram, and drafts a Gmail note for approval.
Automated AskNicely Promoter Review Requests
Every morning, WebRun reads new AskNicely promoter responses, drafts a review request for each one in Twilio, and tracks every ask on a Trello board until it is approved and sent.
Automated Ada Resolution Rate Reporting
Every Monday, WebRun reads last week's Ada conversations, works out the resolution and handoff rate per channel, and files the scorecard in Trello.
Automated Acquire Chat Queue SLA Alerts
Every few minutes, WebRun checks the Acquire chat queue against your SLA, logs each breach in Airtable, and texts the supervisor through Twilio while the customer is still on the page.
Automated Verint Adherence Exception Alerts
Every morning, WebRun reads yesterday's Verint adherence exceptions, posts them to Slack by team, and drafts a Gmail coaching note for anyone whose exceptions keep repeating.
Automated Trustpilot Review Response Drafts
Every morning, WebRun finds new low-star Trustpilot reviews, logs each one in Airtable, and drafts a reply in Gmail for you to approve before it is posted.
Automated Tidio Unanswered Chat Alerts
Every hour, WebRun checks Tidio for conversations past your reply target, opens a Trello card with a drafted response, and messages the agent on duty in WhatsApp.
Automated Tawk.to Chat Transcript Archiving
Every morning, WebRun exports yesterday's Tawk.to chat transcripts to Google Drive and drafts you an email summarising the questions customers kept asking.
Automated SolarWinds SLA Breach Warnings
Every hour, WebRun checks open SolarWinds Service Desk tickets against their response and resolution targets, WhatsApps the assignee when a clock is nearly out, and keeps a Notion board of what is at risk.
Automated Sierra Conversation Quality Reviews
Every morning, WebRun samples yesterday's Sierra conversations, flags the ones that ended unresolved or went in circles, posts the review list to Slack, and pings the support lead on Telegram.
Automated ServiceNow SLA Breach Alerts
Every hour, WebRun checks ServiceNow for incidents running close to their SLA target, keeps the at-risk queue on a Trello board, and alerts the on-call group on WhatsApp.
Automated SAP Service Cloud Queue Triage
Every morning, WebRun reviews the open cases in SAP Service Cloud, ranks the unassigned and ageing ones, and posts the triaged queue to Teams and WhatsApp.
Automated NICE CXone Agent Scorecards
Every Monday, WebRun pulls last week's NICE CXone quality and handling numbers per agent, files the scorecard in Google Drive, and sends team leads the highlights on WhatsApp.
Automated Medallia Feedback Theme Reports
Every Monday, WebRun reads last week's Medallia feedback, groups the comments into recurring themes, logs them in Airtable, and drafts the leadership summary in Gmail for your approval.
Automated ServiceDesk Plus SLA Alerts
Every hour, WebRun checks ManageEngine ServiceDesk Plus for tickets close to breaching, posts the at-risk list to Slack, and drafts an update email for the worst ones.
Automated LivePerson Chat Follow-Up Cards
Every morning, WebRun reviews yesterday's LivePerson conversations, opens a Trello follow-up card for each one that ended unresolved, and sends the handoff list to WhatsApp.
Automated LiveChat Support Scorecard
Every Monday, WebRun reads last week's LiveChat reports, builds a scorecard of volume, response time, satisfaction, and missed chats, and sends it to Telegram and WhatsApp.
Automated LiveAgent Queue Digest
Every morning, WebRun reads your LiveAgent queue, ranks the oldest and highest priority tickets, posts the standup digest to Microsoft Teams, and sends anything at risk to Telegram.
Automated Kustomer SLA Breach Warnings
WebRun checks your open Kustomer conversations every hour, flags the ones close to breaching first-response or resolution SLA in Slack, and drafts a holding reply in Gmail.
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