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Convert chat messages into task cards

What does this automation do?

This automation automatically generates task cards in a project management system whenever a new message is received in a chat platform.

Chat platform
Project management system

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Managing customer inquiries

Automatically organize and prioritize customer messages, ensuring timely responses and improving customer satisfaction.

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Tracking lead generation

Convert incoming leads into actionable tasks, enabling the sales team to follow up effectively and track the sales pipeline more efficiently.

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Organizing team feedback

Streamline the collection and assignment of team feedback, making it easier to address concerns and implement improvements.

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Managing incident reports

Automatically create and assign tasks for each incident report, ensuring timely resolution and better tracking of issues.

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Handling content suggestions

Turn user-generated content suggestions into organized tasks, helping the content team stay on top of user engagement and ideas.

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