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Direct requests for help in Slack to the intake form

Direct requests for help in Slack to the intake form

Direct requests for help in Slack to the intake form

Direct requests for help in Slack to the intake form

Direct requests for help in Slack to the intake form

Redirect help requests in Slack to a submission form to ensure every issue is recorded and managed efficiently.

Redirect help requests in Slack to a submission form to ensure every issue is recorded and managed efficiently.

Redirect help requests in Slack to a submission form to ensure every issue is recorded and managed efficiently.

APPS:

Dyan Meahl @ Zapier


Overview

Requests come in from all channels, and if they aren’t recorded, it’s easy for them to get lost in the shuffle. This bot encourages folks to follow the process so we can address their challenge in a timely, and trackable, manner. And for folks who don’t regularly work with your team, it takes away the worry of not knowing how to get help.

Why we built it

✔️ RevOps can focus on what's most important, instead of getting pulled into endless Slack conversations

✔️ No request gets lost in the shuffle.

How it works

When: A Slack message comes into the #revenue-operations channel. Then:

  1. Check if the note is from someone on the RevOps team.

  2. Check if it mentions help, assistance, access, or other keywords.

  3. If it does, respond to the thread with a note asking them to submit a form to have their request recorded.