Integrations used
Time saving
11 min
Action
Create
description
This Playbook will analyze data from a Tweet on the currently opened page and create a HubSpot ticket with its contents using OpenAI
Workflow Template
Create a HubSpot ticket from a tweet and its thread using OpenAI
This Playbook will analyze data from a Tweet on the currently opened page and create a HubSpot ticket with its contents using OpenAI
Bardeen automates your repetitive tasks without code.
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Install the Chrome extension for free.
Scrape data on active tab
Action
Merge text
Action
Generate text from model
Action
Get summary of a text by OpenAI
Action
Create HubSpot Ticket
Action
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How does this automation work?
Bardeen's automation playbook for HubSpot ticket creation from Twitter threads using OpenAI provides a seamless integration for customer service and data sourcing. This playbook is designed to capture the details from a tweet and its subsequent thread, analyze the content using artificial intelligence, and create a customer service ticket in HubSpot. This powerful workflow ensures that customer inquiries on social media are promptly addressed, potentially improving customer satisfaction and engagement.
Here's how this workflow transforms a tweet into a HubSpot ticket:
- Step 1: Scrape Tweet - Extracts the main tweet's contents from the active tab using Bardeen's Twitter tweet scraper.
- Step 2: Scrape Thread - Retrieves the entire conversation from the tweet thread using Bardeen's Twitter scraper for homepage, search, and feeds.
- Step 3: Merge Tweet Text - Combines the scraped tweet and thread to formulate a clear and informative headline for the CRM ticket.
- Step 4: Prepare Ticket Details - Prepares the detailed content for the CRM ticket, ready for analysis and summarization.
- Step 5: Analyze Text with OpenAI - Uses OpenAI's advanced AI to generate a concise summary of the tweet thread at a business level.
- Step 6: Create HubSpot Ticket - With the summarized content, a new service ticket is created in HubSpot, ensuring that the issue raised in the tweet is logged and actioned upon by your customer service team.
How to run the workflow
If you need to save specific tweets for reporting or analysis, doing it manually is always time-consuming. This is where web scraping can help automate the process.
With this automation, you can extract data from tweets automatically, freeing up your time to focus on more critical tasks. It will retrieve the currently opened tweet and its thread text, analyze the issue using OpenAI, and generate a HubSpot ticket with all the relevant information, including the issue's title, summary, and a link to the tweet. This will save you time that would otherwise be spent capturing the relevant information manually and prevent the need for tedious copying and pasting.
Let’s set it up!
Step 1: Pin the playbook and integrate HubSpot
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot
Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify a Ticket pipeline, Ticket stage and Ticket priority. Fill these out based on the tweet you want to create.
Click on “Save Input” and checkmark HubSpot. This will save you more time in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook
Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.
Run the playbook for a tweet that you want to create a ticket for.
It will analyze the text using OpenAI, generate a suitable ticket headline and summary and create the support ticket with all the information.
You can also edit the playbook and add your next action to further customize the automation.
Find more HubSpot integrations, OpenAI integrations or Twitter integrations. You can also explore OpenAI and Twitter integrations, or HubSpot and Twitter integrations.
You can also find more about how to increase your personal productivity and automate your product development process.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.