Custom Slack - Make.com - Customer Portal app

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  • เผยแพร่เมื่อ 8 ก.ย. 2024
  • An example of an internal automation project we built for ourselves at LowCode.
    Form to Slack
    In slack, our team adds an emoji to assign said task to a Project Manager
    We built a slack app to handle this emoji click, and with Make and OpenAI, assign the appropriate PM to the task.

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  • @lowcodeagency
    @lowcodeagency  11 หลายเดือนก่อน

    The speaker explains a form that allows users to submit bug reports. The form is connected to Slack for task management.
    [00:07](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Optimization of ticket creation form
    [00:44](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Generate a submission on in make.com with additional information and email
    [01:28](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) A new support ticket is being generated in our support center and will be visible in Slack.
    [02:02](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) User added a task and wants to assign it to a project manager using a Slack app
    [02:45](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Connect Slack messages to tasks on the IDE
    [03:23](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) The scenario ran successfully and the event details were obtained
    [03:57](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Automatically assign project managers based on task ID
    [04:31](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Optimizing the workflow and improving client communications with custom solutions
    ---------------------------------
    Detailed Summary for [Custom Slack - Make.com - Customer Portal app](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) by [Merlin](merlin.foyer.work/)
    [00:07](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Optimization of ticket creation form
    - The form is designed for users to create a ticket when they have a bug or issue on their app
    - Users can add information, screencasts, images, or videos to explain the problem
    [00:44](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Generate a submission on in make.com with additional information and email
    - Users can use a loom link or a TH-cam video to submit their information
    - Users need to enter their email and project name before submitting
    [01:28](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) A new support ticket is being generated in our support center and will be visible in Slack.
    - Slack will show a new message indicating the ticket generation.
    - The ticket will appear in the support center's right sidebar.
    - The ticket will also appear in Slack, associated with the project name.
    [02:02](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) User added a task and wants to assign it to a project manager using a Slack app
    - Built automation using Slack API
    - Project manager can add the task in Slack app
    [02:45](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Connect Slack messages to tasks on the IDE
    - SES and Julia will manage the operations and projects
    - Trigger a large scenario when a message is received on Slack
    - Figure out the task number from the message
    - Connect the task to the IDE and assign it to someone
    [03:23](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) The scenario ran successfully and the event details were obtained
    - The project manager, Julia, received a large message notification from Slack
    - The task ID was obtained from the customer portal using OpenAI
    [03:57](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Automatically assign project managers based on task ID
    - Tasks are received from the task board with a unique task ID
    - The task ID is used to find the corresponding task in the customer portal
    - Project managers are assigned based on the task ID
    - Cecilia is assigned as the project manager if the task ID corresponds to Cecilia
    - Julia is assigned as the project manager if the task ID corresponds to Julia
    [04:31](th-cam.com/video/VtEqM32UXPY/w-d-xo.html) Optimizing the workflow and improving client communications with custom solutions
    - Updating additional fields like due date for optimized process
    - Saving time with custom solutions to help businesses