Support Analysis Automation
WA

WGMI Automations

Created Sep 17, 2023

Support Analysis Automation

39
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Support Analysis Automation With this automation you will be able to retrieve all the emails from your support email, store the support feedback in an airtable database, and use OpenAI to analyze all your user feedback to provide you with an analysis of what you can improve on your business.

57 Steps
1

This scenario runs using 2 automations, make sure to import the 2 templates:-Support Analysis 1-Support Analysis 2We will start with scenario number 1, you will need to connect your Gmail account to make.comClick on your Gmail module.

This scenario runs using 2 automations, make sure to import the 2 templates: -Support Analysis 1 -Support Analysis 2 We will start with scenario number 1, you will need to connect your Gmail account to make.com Click on your Gmail module.
2

Click on Add

Click on Add
3

Click on Sign in with Google

Click on Sign in with Google
4

Choose your Support gmail account and click on "Allow"

Choose your Support gmail account and click on "Allow"
5

Fill the fields according to how you have your email setup.Folder: choose the folder where you receive your support emails (we suggest you create a support only email, or at least a support inquirers only folder.

Fill the fields according to how you have your email setup. Folder: choose the folder where you receive your support emails (we suggest you create a support only email, or at least a support inquirers only folder.
6

Click on OK

Click on OK
7

click the airtable module, you will need to give permissions to make.com to access your airtable using an OAuth token.

click the airtable module, you will need to give permissions to make.com to access your airtable using an OAuth token.
8

Click on Add

Click on Add
9

Click on Connection type…

Click on Connection type…
10

Click on Airtable OAuth

Click on Airtable OAuth
11

Go to www.airtable.com, login if you already have an account or create one.

Go to www.airtable.com, login if you already have an account or create one.
12

Click on your profile on the top right corner.

Click on your profile on the top right corner.
13

select Developer hub from the dropdown menu

select Developer hub from the dropdown menu
14

Click on Create new token

Click on Create new token
15

Name your token and then click on "Add Scope"

Name your token and then click on "Add Scope"
16

add the permissions you want to give to make.com, you will need to add them 1 by 1, we suggest you add them all.

add the permissions you want to give to make.com, you will need to add them 1 by 1, we suggest you add them all.
17

Click on Add a base, to add the bases you want to apply these permissions to.

Click on Add a base, to add the bases you want to apply these permissions to.
18

we suggest you use "All current and future bases in all current and future workspaces"

we suggest you use "All current and future bases in all current and future workspaces"
19

Your setup should look like this

Your setup should look like this
20

Click on Create token

Click on Create token
21

Click on Copy token to clipboard

Click on Copy token to clipboard
22

Click on Done

Click on Done
23

go back to your Make automation and paste the Airtable Token you just created to connect your account.

go back to your Make automation and paste the Airtable Token you just created to connect your account.
24

Click on Save

Click on Save
25

A new window will pop up. if you have no base selected, you can select it in here.

A new window will pop up. if you have no base selected, you can select it in here.
26

Click on Add a base

Click on Add a base
27

Click on All current and future bases in all current and future workspaces

Click on All current and future bases in all current and future workspaces
28

Click on "Grant Access"

Click on "Grant Access"
29

You will need to map the fields you need for your airtable, this will change depending on the structure you created on your airtable, we only chose to save "sender email address" and "content" from our emails to our database.

You will need to map the fields you need for your airtable, this will change depending on the structure you created on your airtable, we only chose to save "sender email address" and "content" from our emails to our database.
30

map the sender email address.

map the sender email address.
31

Click on Email address

Click on Email address
32

Map the email text content

Map the email text content
33

Click on Text content

Click on Text content
34

Click on OK

Click on OK
35

Click on the OpenAI module to configure it, you will need to connect your OpenAi account to make. you will need your API key and your organization ID, you can get your API key from: https://beta.openai.com/account/api-keys and your Organization ID from:https://beta.openai.com

Click on the OpenAI module to configure it, you will need to connect your OpenAi account to make. you will need your API key and your organization ID, you can get your API key from: https://beta.openai.com/account/api-keys and your Organization ID from: https://beta.openai.com
36

Click on Add

Click on Add
37

paste your API key and your Organization ID on the respective fields.

paste your API key and your Organization ID on the respective fields.
38

Click on Save

Click on Save
39

Click on OK

Click on OK
40

You will need to connect your google docs account to make.com

You will need to connect your google docs account to make.com
41

Click on Add

Click on Add
42

Click on Sign in with Google

Click on Sign in with Google
43

Select your google account and click on "allow"

Select your google account and click on "allow"
44

You will need to create a google document where all the resume from support email we receive will go to.Create a new document on google docs we named it "support test", go back to make.co to your google docs module and then select your from the Document ID dropdown menu

You will need to create a google document where all the resume from support email we receive will go to. Create a new document on google docs we named it "support test", go back to make.co to your google docs module and then select your from the Document ID dropdown menu
45

Click on OK

Click on OK
46

Go to your 2nd automation "Support Analysis 2"

Go to your 2nd automation "Support Analysis 2"
47

Connect your google account to your first module, since you already made a connection to it on the previous scenario you only need to select it from the dropdown menu

Connect your google account to your first module, since you already made a connection to it on the previous scenario you only need to select it from the dropdown menu
48

Select the document you created on the previous step, we named it "support test" so we will select that one from the dropdown menu.

Select the document you created on the previous step, we named it "support test" so we will select that one from the dropdown menu.
49

Click on OK

Click on OK
50

Click the OpenAI module and connect your OpenAi account ,since you already made a connection to it on the previous scenario you only need to select it from the dropdown menu.

Click the OpenAI module and connect your OpenAi account ,since you already made a connection to it on the previous scenario you only need to select it from the dropdown menu.
51

Click on OK

Click on OK
52

connect your google account on the last module.since you already made a connection to it on the previous scenario you only need to select it from the dropdown menu

connect your google account on the last module.since you already made a connection to it on the previous scenario you only need to select it from the dropdown menu
53

You will need to create a new document on where to save all your weekly reports we named our new document "weekly report".Make sure to select it from the Document ID Dropdown menu

You will need to create a new document on where to save all your weekly reports we named our new document "weekly report". Make sure to select it from the Document ID Dropdown menu
54

Click on OK

Click on OK
55

Make sure to turn on your scenarios scheduling, we selected our scenario 2 to run every week, as we want to receive weekly reports.

Make sure to turn on your scenarios scheduling, we selected our scenario 2 to run every week, as we want to receive weekly reports.
56

On our first scenario we selected it to run every 2 hours, you can choose whatever fits your needs depending on how often you receive support emails.

On our first scenario we selected it to run every 2 hours, you can choose whatever fits your needs depending on how often you receive support emails.
57

Your scenario is ready to run!

Your scenario is ready to run!
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