Customers automation · Runs every month
Summarize this month's customer complaints.
Common support issues, the products involved, and changes since last month. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Summarize this month's customer complaints — Sep 1
Automation run • Sep 1
Summarize this month's customer complaints
Output
Shipping leads September's complaints so far with four tickets. Harbor & Pine has nine complaint tickets as of September 1, 2026, at 9 AM Portland time.
September includes only this morning. The comparison column covers the full month of August, so these counts do not establish a monthly trend.
| Issue | September so far | Full August | Most-mentioned products in September |
|---|---|---|---|
| Shipping | 4 | 25 | Cascade Merino Crew (2), Ridgeline Rain Shell (1) |
| Product quality | 2 | 20 | Basalt Enamel Mug (1), Alder Wool Throw (1) |
| Sizing | 2 | 25 | Cascade Merino Crew (1), Sitka Hiking Pant (1) |
| Refunds | 1 | 10 | Ridgeline Rain Shell (1) |
| Total | 9 | 80 |
Each ticket has one primary issue. Product counts represent tickets mentioning that product and need not sum to issue totals. No uncategorized complaints were found.
Shipping accounts for four of nine current tickets. Shipping and sizing tied for the largest count last month. These are complaint counts, not rates per order or confirmed defects. Check the shipping tickets first, then compare the categories again once more of September is available.
Automation steps. The agent follows these 2 steps each time it runs, using your connected helpdesk.
- 1
Group this month's support tickets by issue, such as shipping, product quality, sizing, or refunds.
- 2
Rank issues by ticket count, compare with last month, and list the products mentioned most often for each issue.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Separate late deliveries from missing packages.
- Compare the last three completed months.
- Show the top five products per issue.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your helpdesk without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your helpdesk. Connect Gorgias, Gladly, or Intercom to Fieldwork. The automation uses whichever you connect.
More automations for customers.
Questions about this automation.
- How do I set this up?
- Connect your helpdesk, such as Gorgias, then choose monthly reporting or run it in chat. The report covers the current month at run time, so a run on the 1st has only a partial day to review.
- Will it change tickets or draft replies?
- It reads support tickets to produce the report. It does not change tickets or draft customer replies.
- Can I change the categories?
- Ask in chat for different categories, products, or comparison periods. Ask to schedule that adjusted version for future reports.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
Security first
Your data stays yours. Your data is never used to train any AI model - not ours, not a provider's. Fieldwork is GDPR compliant and certifying against SOC 2 and ISO 27001, with encryption in transit and at rest, and org-level access controls throughout.
Try Fieldwork
$50 / user / mo introductory pricing. AI quota included.
- ✓Down from $99 / user / mo
- ✓All platform features
- ✓Early access, no card required