Project overview
A workflow that automates the support ticket intake process by classifying incoming support emails, prioritizing requests, creating support tickets, maintaining records, notifying customers, and escalating urgent issues to the support team.
Business problem
Support teams often spend valuable time reading, categorizing, prioritizing, and routing incoming emails before any actual problem-solving begins. As ticket volume grows, response times increase, urgent issues can be missed, and support agents spend more time on administration than customer support.
Stakeholders involved
Current manual process
- 01Customer sends a support email
- 02Support agent reads the email
- 03Agent determines the ticket category and priority
- 04Ticket is manually created in the ticketing system
- 05Customer receives a response or acknowledgment
- 06Urgent issues are manually escalated
Automated workflow
The same process, redesigned as a single automation. Each step runs without manual intervention.
Workflow overview
- 01Trigger: Customer sends a support email
- 02AI Analysis: AI classifies the request, assigns a category, determines priority, and generates a summary
- 03Ticket Creation: A Trello ticket is automatically created with all relevant information
- 04Logging: Ticket details are stored in Google Sheets for reporting and tracking
- 05Acknowledgment: Customer automatically receives a confirmation email
- 06Escalation: High-priority tickets trigger an immediate internal alert email
Workflow screenshot

Walkthrough
Tools used
Expected business benefits
- Faster support ticket processing
- Reduced manual triage workload
- Consistent ticket categorization and prioritization
- Improved response times for urgent issues
- Automatic customer acknowledgment and communication
- Centralized ticket records for reporting and analysis
Trello workflow management
New Tickets
All newly submitted support requests are automatically created here.
In Progress
Support agents move tickets here when investigation or resolution work begins.
Waiting for Customer
Tickets are moved here when additional information or confirmation is required from the customer.
Resolved
Tickets are moved here once the issue has been successfully addressed and closed.
These stages are intentionally managed by support staff rather than automation because ticket progression often requires human judgment, communication, and decision-making.