Category: Automation & Flows · View source ↗
Automation & Flows
View Builder
Create or duplicate an inbox view from a plain-English spec — "a view of my open P1s", "duplicate the dispatch view but filtered to <client>". Use when a member asks for a new view, a saved filter, or a variant of an existing view.
Connectors: none — works with Thread out of the box
Role: Service & Ops Manager, Dispatcher
Outcome: Time & Cost Savings (Capacity)
When to use: “Make me a view of unassigned tickets on the alerts board older than a day” / “duplicate the VIP view but only show tickets waiting on us” / “I want a saved filter for my open P1s and P2s.”
Run it: as a build task on request — you’re saving an inbox view, not acting on tickets, so there’s no Flow trigger for this one.
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