Tags each new Help Scout conversation as billing, bug or other with AI, and creates a ClickUp task for every bug report.

RGRicky Grannis-Vu · 1 workflow · Updated Nov 13, 2026

UsesClaudeClickUpHelp Scout

Sort new Help Scout conversations and log bugs in ClickUp

Help ScoutHelp ScoutWhen a conversation starts. Save it as conversation.When a conversation starts. Save it as conversation.
AI AgentDecide what kind of conversation this isRun an AI agent: Sort this new customer support conversation. Subject: conversation.subject Customer's me… and save it as triage.
Help ScoutHelp ScoutTag conversation conversation. Save it as tagged.Tag conversation conversation. Save it as tagged.
Decisions & LoopsIs it a bug report?If triage.output.category is bug
Yes
ClickUpClickUpCreate task 'Bugs' in list. Save it as bug_task.Create task 'Bugs' in list. Save it as bug_task. Name: triage.output.summarytriage.output.summary Reported by conversation.customer_name in Help Scout. Conversation: conversation.url
No
No steps