Customer Success

Calendly + Zendesk Meeting Recap to Ticket

Customer calls become support follow-through.

Ensures support and success meetings update the ticket system instead of leaving context in calendars.

Best forProfessional ServicesSaaS

Agents7 required

Duration3-5 minutes

Uses meeting context and support data to prepare ticket notes, next steps, and owner handoffs after customer calls.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Call verslay_recall to retrieve prior meeting-to-ticket mapping rules, category taxonomies, and SLA thresholds stored in memory. Pull all Calendly meetings that completed in the past 24 hours using the calendly-meeting-automation-agent integration. Extract attendee names, meeting type, intake form answers, and any post-meeting notes. Produce a completed-meetings manifest as Phase 1 output.

scheduling scanner

Fetch full event detail for each completed meeting: custom field answers, meeting duration, attendee count, and any post-meeting form submissions. Identify meetings that require follow-up action (flagged in intake form or by meeting type). Pass enriched event records to Phase 2.

calendly meeting automation agent

For each meeting's stated issue or topic, call verslay_web_search to find relevant knowledge base articles, product documentation, or industry best practices that should be referenced in the support ticket. Call verslay_news_search to check for any recent product updates or known issues relevant to the meeting topic. Produce a contextual reference brief per meeting.

web researcher

In parallel with web-researcher, analyze the meeting intake form responses and any post-meeting notes from Phase 1 to detect customer sentiment: positive, frustrated, or at-risk. Assign a sentiment score and urgency level per meeting. Produce a sentiment-classification record per attendee.

sentiment analyst

Consume Phase 2 contextual reference briefs and sentiment classifications. Create a Zendesk ticket for each completed meeting requiring follow-up: populate subject (meeting type + account name), body (meeting recap with action items), priority (derived from sentiment urgency), and assigned group. Attach relevant reference links from the Phase 2 web research. Produce Zendesk ticket IDs as output.

zendesk support operations agent

Consume Phase 3 Zendesk ticket IDs, Phase 1 meeting context, and Phase 2 sentiment classifications. Draft a post-meeting recap email per attendee: summary of discussion points, next steps, Zendesk ticket reference number, and expected resolution timeline. Produce ready-to-send recap emails.

email writer

Receive recap emails and Zendesk ticket confirmations from Phases 3 and 4. Send recap emails to meeting attendees. Post a meeting-to-ticket summary to the configured CS Slack channel. Call verslay_memorize to store updated meeting-to-ticket conversion patterns and sentiment baselines in memory. Confirm all deliveries.

distributor

Required Agents

scheduling-scanner
calendly-meeting-automation-agent
web-researcher
sentiment-analyst
zendesk-support-operations-agent
email-writer
distributor

Connections

Required

calendlyzendesk

What it does

Meeting-to-ticket matching
Recap draft
Next-action extraction
Owner handoff
Support queue update

Example prompt

Find customer meetings from Calendly and prepare Zendesk ticket updates with recap, next actions, and owners.

Ready to deploy Calendly + Zendesk Meeting Recap to Ticket?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

Customer Success

Calendly + Zendesk Meeting Recap to Ticket

Customer calls become support follow-through.

Ensures support and success meetings update the ticket system instead of leaving context in calendars.

Best forProfessional ServicesSaaS

Agents7 required

Duration3-5 minutes

Uses meeting context and support data to prepare ticket notes, next steps, and owner handoffs after customer calls.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Call verslay_recall to retrieve prior meeting-to-ticket mapping rules, category taxonomies, and SLA thresholds stored in memory. Pull all Calendly meetings that completed in the past 24 hours using the calendly-meeting-automation-agent integration. Extract attendee names, meeting type, intake form answers, and any post-meeting notes. Produce a completed-meetings manifest as Phase 1 output.

scheduling scanner

Fetch full event detail for each completed meeting: custom field answers, meeting duration, attendee count, and any post-meeting form submissions. Identify meetings that require follow-up action (flagged in intake form or by meeting type). Pass enriched event records to Phase 2.

calendly meeting automation agent

For each meeting's stated issue or topic, call verslay_web_search to find relevant knowledge base articles, product documentation, or industry best practices that should be referenced in the support ticket. Call verslay_news_search to check for any recent product updates or known issues relevant to the meeting topic. Produce a contextual reference brief per meeting.

web researcher

In parallel with web-researcher, analyze the meeting intake form responses and any post-meeting notes from Phase 1 to detect customer sentiment: positive, frustrated, or at-risk. Assign a sentiment score and urgency level per meeting. Produce a sentiment-classification record per attendee.

sentiment analyst

Consume Phase 2 contextual reference briefs and sentiment classifications. Create a Zendesk ticket for each completed meeting requiring follow-up: populate subject (meeting type + account name), body (meeting recap with action items), priority (derived from sentiment urgency), and assigned group. Attach relevant reference links from the Phase 2 web research. Produce Zendesk ticket IDs as output.

zendesk support operations agent

Consume Phase 3 Zendesk ticket IDs, Phase 1 meeting context, and Phase 2 sentiment classifications. Draft a post-meeting recap email per attendee: summary of discussion points, next steps, Zendesk ticket reference number, and expected resolution timeline. Produce ready-to-send recap emails.

email writer

Receive recap emails and Zendesk ticket confirmations from Phases 3 and 4. Send recap emails to meeting attendees. Post a meeting-to-ticket summary to the configured CS Slack channel. Call verslay_memorize to store updated meeting-to-ticket conversion patterns and sentiment baselines in memory. Confirm all deliveries.

distributor

Required Agents

scheduling-scanner
calendly-meeting-automation-agent
web-researcher
sentiment-analyst
zendesk-support-operations-agent
email-writer
distributor

Connections

Required

calendlyzendesk

What it does

Meeting-to-ticket matching
Recap draft
Next-action extraction
Owner handoff
Support queue update

Example prompt

Find customer meetings from Calendly and prepare Zendesk ticket updates with recap, next actions, and owners.

Ready to deploy Calendly + Zendesk Meeting Recap to Ticket?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

Customer Success

Calendly + Zendesk Meeting Recap to Ticket

Customer calls become support follow-through.

Ensures support and success meetings update the ticket system instead of leaving context in calendars.

Best forProfessional ServicesSaaS

Agents7 required

Duration3-5 minutes

Uses meeting context and support data to prepare ticket notes, next steps, and owner handoffs after customer calls.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Call verslay_recall to retrieve prior meeting-to-ticket mapping rules, category taxonomies, and SLA thresholds stored in memory. Pull all Calendly meetings that completed in the past 24 hours using the calendly-meeting-automation-agent integration. Extract attendee names, meeting type, intake form answers, and any post-meeting notes. Produce a completed-meetings manifest as Phase 1 output.

scheduling scanner

Fetch full event detail for each completed meeting: custom field answers, meeting duration, attendee count, and any post-meeting form submissions. Identify meetings that require follow-up action (flagged in intake form or by meeting type). Pass enriched event records to Phase 2.

calendly meeting automation agent

For each meeting's stated issue or topic, call verslay_web_search to find relevant knowledge base articles, product documentation, or industry best practices that should be referenced in the support ticket. Call verslay_news_search to check for any recent product updates or known issues relevant to the meeting topic. Produce a contextual reference brief per meeting.

web researcher

In parallel with web-researcher, analyze the meeting intake form responses and any post-meeting notes from Phase 1 to detect customer sentiment: positive, frustrated, or at-risk. Assign a sentiment score and urgency level per meeting. Produce a sentiment-classification record per attendee.

sentiment analyst

Consume Phase 2 contextual reference briefs and sentiment classifications. Create a Zendesk ticket for each completed meeting requiring follow-up: populate subject (meeting type + account name), body (meeting recap with action items), priority (derived from sentiment urgency), and assigned group. Attach relevant reference links from the Phase 2 web research. Produce Zendesk ticket IDs as output.

zendesk support operations agent

Consume Phase 3 Zendesk ticket IDs, Phase 1 meeting context, and Phase 2 sentiment classifications. Draft a post-meeting recap email per attendee: summary of discussion points, next steps, Zendesk ticket reference number, and expected resolution timeline. Produce ready-to-send recap emails.

email writer

Receive recap emails and Zendesk ticket confirmations from Phases 3 and 4. Send recap emails to meeting attendees. Post a meeting-to-ticket summary to the configured CS Slack channel. Call verslay_memorize to store updated meeting-to-ticket conversion patterns and sentiment baselines in memory. Confirm all deliveries.

distributor

Required Agents

scheduling-scanner
calendly-meeting-automation-agent
web-researcher
sentiment-analyst
zendesk-support-operations-agent
email-writer
distributor

Connections

Required

calendlyzendesk

What it does

Meeting-to-ticket matching
Recap draft
Next-action extraction
Owner handoff
Support queue update

Example prompt

Find customer meetings from Calendly and prepare Zendesk ticket updates with recap, next actions, and owners.

Ready to deploy Calendly + Zendesk Meeting Recap to Ticket?

Start free. One click, full agent orchestration.

Get Started Free →