How It Works ⚙️
This workflow is a comprehensive, AI-powered system that acts as a virtual support manager. It automates the entire process of handling incoming support tickets, ensuring speed, accuracy, and efficiency.
- Ticket Ingestion : The workflow starts when a new email arrives in your support inbox via the Gmail Trigger.
- AI Analysis & Triage: An OpenAI node acts as an intelligent agent, instantly analyzing the email to categorize the issue, assign a priority, and determine the customer's sentiment (e.g., "Angry," "Neutral").
- Proactive Escalation : The workflow uses an
If node to check for "Critical" priority or "Angry" sentiment. If these conditions are met, it takes a separate path to notify a manager immediately.
- Ticket Creation : Regardless of urgency, a Trello card is created for the ticket, including all the AI's analysis and the original email content.
- Automated Response : For low-priority tickets, a second
If node and a Gmail node can send an automated, AI-generated response, completely freeing up your team.
- Performance Reporting : All ticket data, including the AI's analysis, is logged to a Google Sheets dashboard for real-time analytics and to track support trends.
How to Set Up 🛠️
- Import the Workflow : Copy the provided workflow JSON and import it into your n8n instance.
- Configure Credentials :
- Gmail : Add your OAuth2 credential for your support inbox.
- OpenAI : Add your API Key.
- Trello : Add your API Key and token.
- Slack : Add your Bot Token credential.
- Google Sheets : Add your OAuth2 credential.
- Customize Workflow Nodes :
- Node 1 (
Gmail Trigger): Ensure this is connected to your official support email address.
- Node 2 (
OpenAI): The prompt is pre-configured but can be customized to better fit your specific categories or tone.
- Node 4 (
Trello): Replace [YOUR TRELLO BOARD LIST ID] with the list ID for new tickets on your board.
- Node 5 (
Slack): Replace [MANAGER'S SLACK USER ID] and [YOUR SUPPORT TEAM SLACK CHANNEL ID] with the correct IDs.
- Node 9 (
Google Sheets): Replace [YOUR SUPPORT DASHBOARD SPREADSHEET ID] with your spreadsheet ID and ensure your sheet columns match the workflow's data.
- Save & Activate: Once all settings and credentials are configured, save the workflow and click the "Inactive" toggle in the top-right corner to make it live.