Skip to main content

How to setup AI Automation

Create custom automation rules to process feedback efficiently, saving time and improving response times.

Updated over a week ago

Overview

Using AI Automation is like having a helpful assistant that takes care of the repetitive stuff so you can focus on improving your product.. With AI Automation, you can set up custom rules that automatically take action based on specific conditions you define.


How to Set It Up in the Sleekplan Dashboard

1. Navigate to the Feedback List

From your Sleekplan dashboard, head over to the Feedback section.

2. Apply a Filter

Use filters to narrow down the list of feedback that should be included in the automation.
For example, you might want to focus on older, low-vote posts.
You could apply a filter like:
All posts with fewer than 5 votes created in the last 365 days.

This ensures that only the relevant feedback is affected by the automation.

3. Add Automation for Filtered Feedback

Once your filter is applied:

  • Open the Shortcuts Menu by clicking on the shortcuts item in the sidebar, or simply press CMD+K (or CTRL+K on Windows).

  • Select Add Automation for the filtered feedback from the menu.

This will allow you to attach an automation rule to the specific subset of feedback you've just filtered.

4. Choose an Action

Now it's time to define what happens to the filtered feedback.

For instance, you might choose:

  • Change status to "Closed"

  • Leave a comment like: "This post doesn’t have enough votes to be considered at the moment."


Did this answer your question?