Reads each new Freshdesk ticket; refunds get High priority, a tag and a Slack message to finance, billing questions get a tag.

EZEric Zeng · 1 workflow · Updated Nov 13, 2026

UsesClaudeFreshdeskSlack

Sort new Freshdesk tickets and route refund requests

FreshdeskFreshdeskWhen a ticket is created. Save it as ticket.When a ticket is created. Save it as ticket.
AI AgentDecide what kind of ticket it isRun an AI agent: Subject: ticket.subject ticket.description_text and save it as triage.
Decisions & LoopsIf triage.output.category is refundIf triage.output.category is refund
Yes
FreshdeskMark as a high-priority refundUpdate ticket ticket. Save it as tagged. Tags to add: refundFreshdesk
SlackTell finance in SlackSend message to channel. Save it as finance_alert.Refund request from ticket.requester_name: triage.output.summary ticket.urlSlack
Else if @triage.output.category is "billing"
FreshdeskTag as billingUpdate ticket ticket. Save it as billing_tagged. Tags to add: billingFreshdesk
Otherwise
No steps