14 recipes found
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Account Expert

Set up a new bot for me dedicated to one strategic account, in its own chat. Walk me through connecting Slack, Gmail, Gong and Granola, then configure it: watch the Slack channels for the account, digest its calls,…

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Churn Early Warning

Set up a new bot for me on a daily schedule to forecast account health. Walk me through connecting Salesforce, PostHog and Slack, then configure it: look past the headline number at seats going idle, power users leaving…

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Churn Win-Back Loop

Set up a new bot for me I can trigger for a customer win-back campaign, in its own dedicated chat. Walk me through connecting Grok Bot to my customer records and email account, then configure it to find everyone who…

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Docs Self-Serve Assistant

Set up a new bot for me that answers customer questions from our current documentation and reduces avoidable support tickets. Walk me through connecting Ferndesk and its documentation, then configure it to retrieve the…

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Enablement Pack Builder

Set up a new bot for me I can trigger when a customer asks for enablement material. Walk me through connecting Gmail, Zoom and Google Drive, then configure it end to end: find the request email, pull the relevant call…

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Help Center Updater

Set up a new bot for me that triggers whenever a GitHub pull request is merged, in its own dedicated chat. Walk me through connecting GitHub and Intercom, then configure it to inspect the merged changes, determine…

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QBR Pack Builder

Set up a new bot for me on a monthly schedule. Walk me through connecting Salesforce, Zendesk and Google Slides, then configure it: pull usage, tickets and open opportunities and write a short slide narrative on what…

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Support Autopilot

Set up a new bot for me in its own dedicated chat that helps run customer support. Walk me through connecting my helpdesk software and support documentation, then configure it to pull new tickets every 30 minutes, use…

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Support Queue Pass

Set up a new bot for me on an hourly schedule. Walk me through connecting Zendesk and Slack, then configure it: do a pass on the support queue, draft a reply on every ticket it's confident about, and ping me only when…

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Support Reply Drafter

Set up a new bot for me I can trigger for support auto-replies. Walk me through connecting Gmail, then review incoming support messages, identify the issue and urgency, find relevant information from the existing email…

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Support Resolution Agent

Set up a new bot for me I can trigger for customer support from my phone or laptop, in its own dedicated chat. Walk me through connecting Claude and my support conversations, knowledge hub, and relevant product context,…

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Support Ticket Fixer

Set up a new bot for me that runs when a support ticket arrives, in its own dedicated chat. Walk me through connecting Ferndesk, GitHub, Axiom, Infisical, and my VPS, then configure it to keep each run bounded to the…

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Tickets To Changelog

Set up a new bot for me on a weekly schedule. Walk me through connecting Zendesk and Notion, then configure it: read the week's support tickets, turn what shipped and what got fixed into changelog notes, and draft one…

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What Did We Promise

Set up a new bot for me I can ask about any account. Walk me through connecting Slack, Salesforce and the contracts folder in Google Drive, then configure it: read the contract, the channel and the CRM and give me one…

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