Best Helpdesk Workflow Examples To Automate Your Helpdesk

Helpdesk Workflow Automation

Last Updated: December 2023

Do you know, the cost of manually solving a ticket is $22, whereas solving 22% of the tickets using helpdesk automation will cost you $0? Thus, the helpdesk workflow automation assists you in saving costs on manual labor and saves time. 

You can use several methods in the helpdesk and automate your workflow to optimize time and reduce the workload on agents. In this post, we will be sharing with you 8 such workflow examples that you can implement on your helpdesk and scale up your business operations. 

Let’s dive in and look at this article’s content. 

Benefits Of Helpdesk Automation

Reduces Human Error

Automation follows tasks assigned by you which they will perform repetitively without any error. Whereas there are chances of errors when a repeated task is performed by humans. 

Reduces Manual Cost

Automation allows you to perform certain tasks like customer support, accounting, data segmentation, etc which are usually done by agents. Apart from that, you can also save on hardware expenses and use the saved money in other business operations. 

Quick Customer Support

The helpdesk comes with an AI chatbot that can automate your customer support by attending to your customers in real-time and solving their queries using knowledge base articles. These chatbots ensure that the support provided to your customers is quick and insightful. 

8 Workflow Examples To Automate Your Helpdesk

#1 Automatically Merge Duplicate Tickets

Whenever there are several tickets from the same server with the same reason, or when an agent is working on a ticket from the same server, the duplicate tickets will get merged. This reduces ticket generation and allows your agents to not work on duplicate tickets.

#2 Automatically Reads And Capture Details From Emails/Tickets

The helpdesk allows you to collect data from emails and store it in relevant custom fields. With the help of this automation, you don’t have to manually collect information from emails/tickets, and helps you save time. 

#3 Creating Related Tickets

Whenever a project initiation ticket is created this automation automatically creates tickets in related fields like accounting, human resources, IT service, and program service categories

#4 Automatically Assign Tickets To New Employees

Through this automation, you can train new employees by assigning them easy tickets. All you need to do is add the “New Agent” keyword to your workflow and after that, you can write the keyword in the ticket that will be automatically assigned to the new agents. 

#5 Automatically Respond And Close How-To Tickets

When a ticket is raised by a customer that includes the term “how-to”, this automation will automatically respond to it with the help of canned responses. 

For example, if a customer has raised a ticket “how to change the password”, the automation will automatically capture the question and guide the customer with the necessary steps. 

#6 Relate Tickets Based On External Triggers

This automation automatically relates multiple server alerts sent from your system with the help of message bodies or fields. You can easily automate this by triggering a webhook upon ticket creation. 

#7 Reduces Available Support Time For Contact Groups

Applying this automation in your workflow will allow you to automatically reduce the number of tickets in a contact group when a ticket is resolved and the status is set as closed. 

#8 Automatically Creates A Parent-Child Relation Between Tickets

If a major ticket (parent ticket) is closed while the related minor ticket (child) ticket is unresolved, then this automation will re-open the closed ticket. This ensures that every customer query is resolved. 

Meet Helplama Helpdesk, The Best Helpdesk In The Market

  • Workflow automation: Helplama allows you to create workflow automation with which you can automate tasks like email ticketing, merging duplicate tickets, and so on. 
  • Customer support: Helplama’s AI chatbot can attend to your customers in real time and solve their queries using knowledge base articles. This chatbot ensures that no customer complaint is left unattended. 
  • Social media automation: The AI bot of Helplama captures good reviews from platforms like Trustpilot, Yelp!, Facebook, Google, etc., and posts them on your social media handle. 
  • Order/Return Management: Helplama provides 24X7 order and return management that ensures no product is delivered late to your customers and assists you in return abuse reduction in your store. 
  • Agent onboarding: With the help of Helplama’s agent onboarding process you can get experienced and well-trained agents that will help you in scaling up the customer experience. 


Now, in the end, we hope that through this article you would be able to gain some fresh knowledge about different types of workflow automation. We have also listed some benefits to help you decide whether to implement automation in your business operations or not. 

However, if you are looking for software that helps you in operation automation, then you should try Helplama Helpdesk. Its AI bot can help you automate customer support, order management, return management, and many more. 

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