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WhySoSerious

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Workflows

Workflows by WhySoSerious

Workflow preview: Automated ticket triage for HaloPSA with Gemini AI summary generation
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Automated ticket triage for HaloPSA with Gemini AI summary generation

What it is This workflow listens for new tickets in HaloPSA via webhook, generates a professional AI-powered summary of the issue using Gemini (or another LLM), and posts it back into the ticket as a private note. It’s designed for MSPs using HaloPSA who want to reduce triage time and give engineers a clear head start on each support case. ⸻ ✨ Features • 🔔 Webhook trigger from HaloPSA on new ticket creation • 🚧 Optional team filter (skip Sales or other queues) • 📦 Extracts ticket subject, details, and ID • 🧠 Builds a structured AI prompt with MSP context (NinjaOne, M365, CIPP) • 🤖 Processes via Gemini or other LLM • 📑 Cleans & parses JSON output (summary, next step, troubleshooting) • 🧱 Generates a branded HTML private note (logo + styled sections) • 🌐 Posts the note back into HaloPSA via API ⸻ 🔧 Setup 1. Webhook • Replace WEBHOOK_PATH and paste the generated Production URL into your HaloPSA webhook. 2. Guard filter (optional) • Change teamName or teamId to skip tickets from specific queues. 3. Branding • Replace YOUR_LOGO_URL and Your MSP Brand in the HTML note builder. 4. HaloPSA API • In the HTTP node, replace YOUR_HALO_DOMAIN and add your Halo API token (Bearer auth). 5. LLM credentials • Set your API key in the Gemini / OpenAI node credentials section. 6. (Optional) Adjust the AI prompt with your own tools or processes. ⸻ ✅ Requirements • HaloPSA account with API enabled • Gemini / OpenAI (or other LLM) API key • SMTP (optional) if you want to extend with notifications ⸻ ⚡ Workflow overview ``🔔 Webhook → 🚧 Guard → 📦 Extract Ticket → 🧠 Build AI Prompt → 🤖 AI Agent (Gemini) → 📑 Parse JSON → 🧱 Build HTML Note → 🌐 Post to HaloPSA``

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WhySoSerious
AI Summarization
19 Aug 2025
306
0
Workflow preview: Create a weekly responsive Plex Media newsletter via email (Tautulli alternative)
Free advanced

Create a weekly responsive Plex Media newsletter via email (Tautulli alternative)

📬 Plex Recently Added → Responsive Email Newsletter (Tautulli Alternative) What it is This workflow automatically creates a weekly Plex newsletter that highlights recently added Movies & TV Shows. It’s designed to be mobile-friendly and Gmail/iOS Mail compatible, making it easy to share Plex updates with friends, family, or your community. How it works • ⏰ Runs on a weekly schedule (customizable). • 🎬 Fetches recently added Movies & TV Shows from Tautulli API. • 📰 Builds a responsive HTML newsletter that works in Gmail, iOS Mail, and most clients. • 📧 Sends one personalized email per recipient via SMTP. • 🗒️ Every node has a Sticky Note explaining setup and purpose. How to set up 1. Replace the placeholders in the nodes with your own details: • YOUR_TAUTULLI_URL • YOUR_API_KEY • YOUR_PLEX_TOKEN • YOUR_PLEX_SERVER_ID 2. Update the recipient list in Prepare Emails for Recipients. 3. Add your SMTP credentials in Send Newsletter Emails. 4. (Optional) Customize the HTML/CSS in Generate HTML Newsletter. Requirements • Plex Media Server with Tautulli installed. • SMTP account (Gmail, custom domain, etc.). Customization • Change the schedule to daily/weekly as needed. • Edit the HTML template for your own branding. • Extend with additional nodes (Discord, Slack, etc.). ⸻ ⚡ Workflow Overview: ``⏰ Schedule Trigger → 🎬 Fetch Movies → 📺 Fetch TV → 🔗 Merge → 📰 Build HTML → 📧 Prepare Recipients → 📤 Send → ✅ Finish ``

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WhySoSerious
Social Media
19 Aug 2025
596
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