Daily Ticket Summary Report
Automatically compiles and analyzes ticket data each day, providing AI-powered summaries of volumes, statuses, and urgent priorities to give support managers actionable insights without manual effort.
This workflow automates daily Zendesk ticket reporting with AI-powered insights and analysis. It's designed for support managers and team leads who need comprehensive daily overviews of ticket volumes, status distributions, and urgent priorities. The system transforms raw ticket data into actionable intelligence through automated data processing, AI analysis, and professional reporting.
Documentation
Description
This workflow automates daily Zendesk ticket reporting with AI-powered insights and analysis. It's designed for support managers and team leads who need comprehensive daily overviews of ticket volumes, status distributions, and urgent priorities. The system transforms raw ticket data into actionable intelligence through automated data processing, AI analysis, and professional reporting.
The process is as follows:
- Triggers daily at 6 AM to automatically generate the previous day's ticket report.
- Calculates and formats the date range for Zendesk API querying to fetch yesterday's tickets.
- Retrieves all tickets created within the last 24 hours from Zendesk.
- Processes and categorizes tickets by status, priority, and urgency levels.
- Uses AI to generate insightful analysis of trends, patterns, and key observations.
- Provides AI-powered prioritization recommendations for urgent tickets.
- Formats all data into a professional HTML email report with visual styling.
- Sends the comprehensive report to designated recipients and logs data to Google Sheets.
Benefits for Customers / Users
- Automated Daily Insights – Delivers comprehensive ticket analytics automatically every morning without manual effort.
- AI-Powered Trend Analysis – Identifies patterns and provides intelligent recommendations beyond basic metrics.
- Urgent Ticket Prioritization – Highlights critical tickets requiring immediate attention with AI-driven reasoning.
- Historical Tracking – Maintains daily records for trend analysis and performance benchmarking over time.