Field Notes Vol. 8-2025

Receive Slack Alerts for Each Typeform Submission Never miss an important response again by instantly bringing new information to your team’s attention. This workflow template starts whenever a Typeform response is received and automatically sends a message to Slack, where you can choose which variables from the form to include, such as names, emails, or custom answers. This flexibility ensures your team sees the most relevant details right away, helping you act on submissions faster, stay organized, and keep everyone aligned without manual check-ins.

Grant Bonus Loyalty Points After Each Typeform Submission Encourage engagement and strengthen customer loyalty by rewarding customers for completing your forms. This workflow template begins when a new Typeform submission is received and automatically adds bonus loyalty points to the customer's account in your Loyalty Lion rewards program. Whether you are gathering feedback, sign-ups, or survey responses, this automation creates an immediate incentive for participation while reinforcing positive customer relationships. Please note that one of your Typeform questions must collect an email address for this template to work.

Create or Update a Shopify Customer from New Typeform Submissions Automate customer management by converting Typeform submissions into Shopify records. This workflow starts with a new form response that collects a customer’s name, email, or phone number, then creates or updates the customer in Shopify. It also adds a tag of your choice and checks existing records to apply the tag if it is missing. This setup streamlines customer segmentation for applications, sign-ups, or programs while ensuring profiles remain accurate and organized.

Create or Update a HubSpot Contact from a Typeform Response Convert Typeform submissions into HubSpot contacts with smart list segmentation based on responses. Send lead data from forms directly to your CRM, update existing contact records, and organize prospects into targeted lists for better follow-up campaigns. Note, it is required that one of the questions in your survey collect an email address.

Analyze Last Week's Zendesk Tickets Get a concise weekly summary of customer sentiment and support activity without reading every ticket. This template uses MESA’s Ask tool to embed an agent step with a pre-loaded prompt. On a scheduled basis, Yedric pulls Zendesk tickets, analyzes them, and highlights top trends. It flags issues and includes example tickets for context. Results are emailed to your chosen recipient, providing just enough insight to stay informed.

Summarize Closed Zendesk Tickets into New Asana Tasks Save time reviewing support history and keep your team aligned by turning lengthy Zendesk ticket threads into concise, actionable updates. This workflow template automatically summarizes the comment thread of any closed Zendesk support ticket and sends that summary to Asana, ensuring your team has the key context without sifting through every message. With important details captured and shared instantly, you can speed up follow-up work, improve collaboration, and keep projects moving forward efficiently.

Generate a WordPress Blog for New Products in Shopify Effortlessly boost your content marketing with this template. When you add a new Shopify product, MESA's AI tool (powered by ChatGPT) creates an SEO-optimized title and blog post, saving them as drafts in WordPress. With integrated keyword targeting, readability, and relevance, maintain a consistent posting schedule, expand your online reach, and attract qualified traffic, all without dedicating hours to writing.

Summarize New Blog Posts and Email the Highlights Keep your team or stakeholders effortlessly informed about your content marketing. This workflow begins when a new blog post is published in WordPress, uses AI to generate a concise summary, and sends it via email to a designated recipient or recipients. This is perfect for marketing managers, sales teams, or customer support who need to stay in the loop without reading every post.

Search the Web This skill template enables your AI, such as Claude Desktop or agents like Yedric, to search the web in real time to find relevant, up-to-date information that enhances your prompts and research. It empowers agents to independently gather context, verify facts, and uncover new insights, improving decision-making, content generation, and ideation. Ideal for competitive analysis, trend tracking, and creative work, this skill strengthens your AI workflows by creating a continuous loop of research, refinement, and creation.

Archive Shopify Products if Sold Out for 30 Days Keep your storefront tidy and shopper-friendly by automatically archiving products that have been sold out for 30 days. As soon as a product goes out of stock, this template begins tracking it. If the product is still unavailable after 30 days, MESA will update its status to Archived. When you install this template, it will also install the 'Track Out-of-Stock Shopify Products' template. Both workflows must be enabled for the archive process to work correctly.

Update Shopify Customer Metafield with Yotpo Loyalty Points Centralize loyalty data within Shopify to enable real-time personalization, improved segmentation, and easier access for teams, apps, and analytics. This template is triggered when a customer's points change in Yotpo Loyalty. It then locates the corresponding customer in Shopify and updates a metafield with their current point balance, ensuring loyalty data remains accurate and accessible. Note, point balances are stored in an unstructured metafield within Shopify.

Update Shopify Stock Levels Based on Odoo Inventory Changes Keep Shopify inventory accurate by automatically syncing it with changes made in Odoo. It polls Odoo (by default every hour, but adjustable) for updates to product quantities, then finds matching SKUs in Shopify and updates their inventory levels accordingly. To use it, you need to install the Sales and Inventory modules in Odoo, ensure inventory tracking is enabled, and use the Reference field in Odoo to match product SKUs in Shopify. Inventory should be adjusted via the Quantity on Hand field within the Sales module. Streamlines operations and ensures consistent stock levels across platforms.