Create Weekly Customer Support Reports
This automation streamlines the process of creating customer support summary reports. It reads conversations from a specified Slack channel, uses AI to analyze and categorize the discussions, generates a structured report in Google Docs, and notifies a team channel with a link to the finished document.
This agent acts as an automated assistant for your customer success or support team, turning raw Slack conversations into actionable insights. Here's how it works:
- Selects a Channel: The agent begins by focusing on a Slack channel you specify, such as
#supportor#helpdesk. - Sets a Timeframe: It looks back at all the conversation threads over a defined period, which you can set to 7 days for a weekly report, 30 days for a monthly one, or any other duration.
- Analyzes Conversations: Using AI, the agent reads through the messages to understand key themes. It identifies what customers are asking for, highlights what your team did well, and points out areas for improvement.
- Creates a Report: The agent compiles these findings into a clean, organized report in Google Docs, complete with a title and the date range of the analysis.
- Notifies Your Team: Once the report is ready, the agent posts a summary message and a link to the Google Doc in a separate channel, like
#customer-successor#team-updates, ensuring everyone stays informed.
Usage Ideas
- Generate weekly customer sentiment reports for the leadership team to keep a pulse on customer happiness.
- Create monthly product feedback summaries to send to the product and engineering teams.
- Identify recurring issues to pinpoint training needs for your support staff.
- Track the volume and type of questions following a new feature launch to measure its impact.
- Automate the creation of reports for client-facing account managers.
Customization Ideas
This template is a powerful starting point that you can easily tailor to your team's specific workflow. You'll have the flexibility to:
- Choose Your Channels: Easily change which Slack channel the agent analyzes and which one it posts notifications to.
- Define the Report Scope: Adjust the number of days to include in each report, whether you need a daily summary or a quarterly overview.
- Customize the Analysis: Modify the AI's instructions to change the report's sections. For example, you could ask it to focus on "Bug Reports," "Feature Requests," and "Positive Feedback" instead of the default categories.
- Alter Report and Notification Formatting: Change the title of the Google Doc, the structure of the report, and the text of the Slack notification message to match your company's style.
- Swap Out Services: While the template uses Slack and Google Docs, you can adapt it to work with other tools. For instance, you could analyze data from a different support platform or send the final report to a Confluence page or via email.