Draft Zendesk replies grounded in your Notion KB

By General Input

When a new Zendesk ticket arrives, draft a suggested first reply grounded in your Notion knowledge base and leave it as an internal note for the agent.

Integrations

  • Zendesk
  • Notion

Type

Agentic Task

Categories

  • Customer Support

Build me an agent workflow that drafts a suggested first response for every new Zendesk ticket, grounded in our team's Notion knowledge base. The draft must always be saved as an internal note on the ticket. It must never be sent to the customer automatically as a public reply.

Trigger: Zendesk poll, new_ticket. Fire once per newly created ticket.

On each new ticket, do the following:

1. Use Zendesk Show Ticket to load the ticket by id. Read the subject and the opening (first) comment to understand what the customer is asking. Capture the ticket id for later.

2. Identify the likely topic in one short phrase (for example, 'refund eligibility', 'SSO setup', 'invoice download'). Use that phrase plus the most distinctive nouns from the subject and opening comment as your search terms.

3. Use Notion Search by Title to find candidate KB pages. Pick the two or three most relevant pages by title match and apparent topic fit. For each one, use Notion Retrieve Page as Markdown to load the full content.

4. Compose a draft public reply that answers the customer's question using only what those Notion pages actually support. Cite the Notion page titles inline next to the claims they back up, in the form 'Source: <Page Title>'. If the pages do not cover something the customer asked, say so plainly instead of guessing. At the end of the draft, add a short 'Still needed from the customer' section listing any information the agent will need before they can actually resolve the ticket (for example, account email, order number, screenshot, error message).

5. Use Zendesk Update Ticket on the same ticket id to save the draft as an internal note (public: false). Prefix the note body with 'Suggested response (review before sending)' on its own line, then a blank line, then the draft. In the same Update Ticket call, add the tag 'kb-draft' to the ticket (preserve any existing tags).

Hard rules:

- Never call Zendesk Update Ticket with a public comment. The comment must always be internal (public: false).

- Never invent product behavior, pricing, policy, or steps that are not present in the retrieved Notion pages. If the KB does not cover it, say the KB does not cover it.

- If Notion Search by Title returns nothing relevant, still post an internal note saying no matching KB pages were found and listing the information the agent will need from the customer, and still add the 'kb-draft' tag.

- Do not reply to the customer, do not change ticket status, do not reassign the ticket. The only ticket changes are the internal note and the tag.

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