Summarize Closed Help Scout Conversations and Send to Asana
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Get clear insights into the topics your customers contact support about—without reading every conversation. This template uses AI to generate a concise summary and title for closed Help Scout conversations and sends them to Asana. Easily collect, evaluate, and route issues and ideas to the right projects, improving operational efficiency.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
Detect closed conversations
The workflow triggers when a Help Scout conversation is marked as "Closed."
Retrieve conversation thread
Next, this step pulls all threads from the closed conversation.
Extract thread content
Maps and extracts the body content from each thread.
Summarize the conversation
Uses AI to generate a concise summary of the conversation.
Generate a title
AI creates a short, relevant title for the conversation summary.
Create an Asana task
Sends the AI-generated title and summary as a new task in Asana.
Summarize Closed Help Scout Conversations and Send to Asana
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