Regularly add FAQ drafts from resolved Zendesk tickets to Google Docs
Launch this workflow to connect
Google Docs &
Zendesk
!
■Overview
Creating a list of frequently asked questions (FAQs) from the many inquiries you receive every day is important, but it often gets pushed back because it takes so much time. Zendesk conversations contain a wealth of valuable knowledge, but reviewing them one by one and turning them into FAQs is a major undertaking.
Use this template to automatically review resolved Zendesk conversations on a regular basis, identify recently recurring questions, and quickly create FAQ drafts. The drafts are added directly to Google Docs, making it much easier to create and update your FAQs.
■Who should use this template
- Customer support teams that want to turn resolved tickets accumulated in Zendesk into FAQs
- Content managers who want to reflect the latest inquiry trends because their FAQ site is not being updated quickly enough
- Team leaders who manage FAQ drafts in Google Docs and want to streamline information management
■Benefits of using this template
- Automatically extract frequently asked questions from resolved tickets and generate FAQ drafts, reducing the time spent gathering information manually.
- Regular automated reviews ensure that the issues users are currently facing are consistently reflected in your FAQs.
■How the Flowbot works
- First, connect Zendesk and Google Docs to Yoom.
- Next, use the schedule trigger to set your preferred execution frequency, such as daily or weekly.
- Finally, create a “skill” (set of instructions) with an AI Worker. Set Zendesk’s “Search tickets” and “Get ticket comments” actions, as well as Google Docs’ “Append text to the end of the document” action, as the tools to use.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes information within a flow after the trigger starts.
■Customize this workflow
■Customize this workflow
- Adjust the Zendesk search criteria to target only resolved tickets with specific tags or tickets in specific categories.
- In the Google Docs action settings, specify the ID of the file where you want to accumulate FAQ drafts.
- Adjust the instructions for the AI Worker to customize the tone and style of FAQ answers and the output format according to your company’s guidelines.
■Notes
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- The shortest available trigger interval varies by plan.
- Connect Zendesk and Google Docs to Yoom. You must also connect the tools (apps) used within the AI Worker to My Apps.
- For basic AI Worker setup instructions, see “[AI Worker] Basic setup guide”.
- The number of AI Workers that can run simultaneously, the number of AI Workers you can create, and the AI models available to you vary by plan.
- The apps and operations available within an AI Worker are subject to the same usage limits as Flowbots.
- AI Workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How task execution counts are calculated”.
- AI Workers are more likely to process tasks appropriately when you configure their skills in detail. For details, see “[AI Worker] How to create skills (formerly manuals)”.
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About the apps you use
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
see detailsTemplates
Add Google Form responses to a Google Document
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Google Chat to a Google Document.
Add content posted in a specific room on Slack to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted in a specific room on Slack to a Google Document.
Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
see detailsTemplates
Notify in Outlook when a ticket is created in Zendesk
Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.
Notify in Outlook when a ticket is created in Zendesk
When a task is completed in Asana, update the ticket status in Zendesk.
This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.
When a task is completed in Asana, update the ticket status in Zendesk.
Create a ticket in Zendesk based on Typeform responses
This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
Create a ticket in Zendesk based on Typeform responses
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