Create a profile brief for each new user
Give your team a quick orientation before the first conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Why this helps
Teams lose time opening multiple records to understand a new user.
- Speed up onboarding
- Improve internal context
- Reduce record switching
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ai ml api in Notis.
- 2Create an automation asking for a concise internal brief based only on available user details.
- 3Select the New User Created trigger.
- 4Pick a report destination.
- 5Test with one real user.
Questions about this workflow
What if the user record is sparse?
The brief can state what is missing instead of filling gaps with assumptions.
Is this visible to the customer?
It is sent to the internal report channel you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Ai ml api. A trigger fires from one place; an action lands in another.
Zendesk triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Moderation Completion
Tool to classify input text or image for safety using a moderation model. use after receiving user-generated content to filter out unsafe material.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Ai ml api.