Weekly Ticket Analysis and Reporting

Automate your weekly ticket analysis and reporting to quickly surface trends and recurring issues. This template saves you time by retrieving data, drafting insights, and distributing the report without manual work.

This template uses scheduled automation to analyze your ticket system and share findings. When triggered weekly, the assistant:

1. Retrieves the last 20 ticket records from your ticket system.

2. Processes and formats the data using a script to prepare it for analysis.

3. Examines ticket details to identify patterns, frequent complaints, and emerging trends.

4. Drafts a comprehensive report with an introduction, detailed insights (with charts or tables), recommendations, and a conclusion.

5. Converts the report to Markdown and creates a new page in Notion, populating title, tags, and summary period.

6. Formats the report in HTML and sends it via email to your designated recipients. This process delivers actionable insights to your inbox and Notion workspace every week.