Custom Slack - Make.com - Customer Portal app
ฝัง
- 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.
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
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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