Workflow · Inbox
Conversation resolved → note who closed it and when
Leaves a private note on every resolved conversation — useful when the customer comes back weeks later.
2 steps · 1 apps- TriggerA conversation was resolvedInbox
- 1ActionAdd a private noteInbox
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Inbox
A conversation was resolved
The flow starts the moment this happens in Inbox — nobody needs to press a button.
- 2
Action · Inbox
Add a private note
A note only your team can see is added to the conversation.
Apps it uses
- Inbox
To run it
- Modules switched on: Inbox
- Picking it in Era and looking it over once
Similar templates
Start with Conversation resolved → note who closed it and when
Runs on your own Claude or ChatGPT subscription, or your API key.