What it does
- Pulls last week's support numbers from Help Scout: conversation volume, channels, top topics, customer satisfaction, and per-agent activity.
- Compares every metric against the week before so you can see what is trending up or down at a glance.
- Writes a concise executive summary with the busiest topics and one or two concrete recommendations.
- Emails the finished report to your leadership team automatically every Monday morning.
The prompt
Paste it into a new chat in General Input, and a specialist builds it with you.
Every Monday at 8:00am, generate a written support performance report covering the previous week and email it to the leadership team. Use a cron trigger that runs weekly on Monday at 8:00am in the team's timezone; no source event is needed for a scheduled report.
First, compute two date ranges as ISO 8601 timestamps. The reporting period is the last 7 full days (the previous Monday through Sunday). The comparison period is the 7 days immediately before that. You will pass the reporting period as the main range and the comparison period as the prior range on each report so Help Scout returns period-over-period deltas.
Then pull three Help Scout reports, each with start and end set to the reporting week and previousStart and previousEnd set to the prior week:
1. Help Scout Get Conversations Report for total conversation volume, the channel breakdown (email, chat, phone), and the top tags or topics.
2. Help Scout Get Happiness Report for customer satisfaction (happiness) ratings and how they moved versus the prior week.
3. Help Scout Get User Report for per-agent activity and workload.
Next, turn those numbers into a concise executive summary. Highlight the week's conversation volume and how it changed versus the prior week, the customer satisfaction trend, the busiest topics (top tags) and channels, and any notable per-agent activity. Close with one or two concrete, specific recommendations grounded in the data, for example staffing a channel that spiked or addressing a topic that is driving volume. Keep it factual and do not invent any figure that is not in the reports.
Finally, send the report using Gmail Send a Message to a configurable recipient list (the leadership team). Format it as a short, readable email rather than a raw data dump: a clear subject line that includes the week's date range; a brief metrics section listing the key figures (total conversations, satisfaction score, channel mix, top tags, busiest agents), each shown with its week-over-week delta; and a short narrative of two to four paragraphs holding the executive summary and the recommendation(s).
Make the recipient list, the day of week, and the send time easy to change.
What you'll need
- A Help Scout account with access to reporting.
- A Gmail account to send the report from.
- The email addresses of the leaders who should receive the weekly report.
Make it yours
- Change the send day and time (defaults to Monday at 8am).
- Update the recipient list to add or remove leaders.
- Adjust which metrics and topics the summary should emphasize.