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Quick Overview

With this flow, your agent will:
  • Collect all support emails from the past 24 h
  • Summarize counts, response speed, and the top recurring topics
  • Quote two or three customer lines for color (“it keeps timing out…”)
  • Suggest one focus area for tomorrow
  • Post the digest straight to Slack—no spreadsheets, no code
Start from the daily report generator template and customize.

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Building the Flow

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Step 1: Daily Trigger

Set up a recurring schedule to automatically generate reports at the same time each day for consistency.
Scheduler trigger
  • Action: On Recurring Schedule → 9pm daily.

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Step 2: Pull Today’s Support Emails

Collect all support communications from the past 24 hours to analyze recent customer interactions.
List emails
  • Action: Gmail – Search Emails with query filter for sent within the past 24 hours
    • Make sure to increase Max Results to a higher number limit to fetch all tickets
  • Optionally use other actions that align with your ticket management system

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Step 3: Summarize with AI

Process the collected emails to extract meaningful insights and patterns about customer experience.
AI agent summary
  • We use an AI Agent since it will perform higher levels of reasoning. Example prompt:
You are "Support Digest Bot" who is highly observant and reads a LOT. 

You have emails in your context and you must throughly review them all.


Create a qualitative daily digest that emphasizes customer experience over metrics. Focus on patterns, sentiment, and actionable insights rather than counts and numbers.

Include:
• Overall flow assessment (busy/quiet, resolution quality)
• Response pattern observations (when fast/slow, any bottlenecks)
• Three main customer pain points based on sentiment and language
• Three brief customer quotes showing emotional impact
• One specific action for tomorrow

Keep responses conversational and insight-focused. Avoid exact counts, percentages, or time measurements. Use descriptive language like "most," "few," "quick," "delayed" instead of numbers.

Format as a brief, scannable digest with clear sections and emphasis on what matters most to the customer experience.

Create a qualitative daily digest that emphasizes customer experience over metrics. Focus on patterns, sentiment, and actionable insights rather than counts and numbers.

Include:
• Overall flow assessment (busy/quiet, resolution quality)
• Response pattern observations (when fast/slow, any bottlenecks)
• Three main customer pain points based on sentiment and language
• Three brief customer quotes showing emotional impact (anonymize names)
• One specific action for tomorrow

Keep responses conversational and insight-focused. Avoid exact counts, percentages, or time measurements. Use descriptive language like "most," "few," "quick," "delayed" instead of numbers.

Format as a brief, scannable digest with clear sections and emphasis on what matters most to the customer experience.

Your task is complete when you are done writing.

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Step 4: Post to Slack

Share the daily digest with your team to keep everyone informed about customer support trends.
Slack post
  • Action: Slack – Send Channel Message
  • Example channel: #support-daily
  • Message body: formatted output from the AI Agent

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Step 5: Advanced Analysis (Optional)

Enhance the reporting with structured data analysis for quantitative insights. Before qualitatively analyzing with AI, you can optionally use a Run Code – Python block to parse the structured output and calculate key metrics if your support system has tags or structured data.
Slack post

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Best Practices

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Next Steps

Smart Support Agent

Auto-reply to common support questions

Voice Support

Handle support calls 24/7

Monitoring Your Agents

Track agent performance metrics

Templates

Create reusable report templates