Automate CS Emails with Zapier
Today’s Prompt: Automate customer service workflow with Zapier
I am looking to create an automation workflow using Zapier that integrates with my Gmail account. The primary goal is to automatically process every incoming email to determine whether it qualifies as a customer service request. If an email is identified as such, I want the automation to draft a response based on predefined context regarding how I typically handle such requests. Additionally, I would like the draft response to be logged in a Google Sheet, where the first column captures the date and time of the email, and the second column contains the drafted response. Finally, I want to receive a text notification informing me that there is a draft for a customer experience request awaiting my review.
Please provide a step-by-step outline of how to set up this automation in Zapier, including any specific triggers, actions, and field mappings necessary for implementation. The response should be structured in a way that clearly delineates each step, including any relevant conditions or filters that should be applied, and ensure that the instructions are easy to follow for someone with basic familiarity with Zapier.
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Julie Helmer
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Automate CS Emails with Zapier
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