Plain thread triage

Triages every new Plain thread on arrival. Labels, priority, a draft reply, and an internal note with what it checked.

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The prompt

The workflow prompt

Copy this prompt into a new workflow, connect the listed integrations, and configure its trigger.

prompt.md

When a new thread is created in Plain, read it along with the customer record.Look up the customer's plan and payment state in Stripe.Search our Notion help center for the answer.Apply the right labels.Set priority from the plan tier.Enterprise is high.Everything else is normal unless the customer says they are blocked.Draft a reply and leave an internal note explaining what you checked.If the account is Enterprise and the thread sounds urgent, DM the account owner in Slack with a summary.

Trigger

What starts this workflow

plain · thread.thread_created

Runs when the event fires in the connected service. Filters keep the workflow on the events you want. Event triggers are available for GitHub, Slack, and Plain.

Integrations it uses

Connect each service once. Helios stores the credential encrypted and injects it at the network layer on every run. The agent never holds the token.

Example output

What you get back

Every run keeps its full transcript. The steps the agent took, each tool call, and the result.

Thread triaged in 22 seconds

Labeled `billing` · priority `high` (Enterprise)
Draft reply cites the invoice settings doc
Internal note names Tuesday's failed charge

Use this template

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Use cases

The task behind this template

Support

Support triage

A workflow reads each new thread as it arrives. It finds the customer, checks the plan and billing state, sets labels and priority, and drafts a reply from your docs.

plain · thread.thread_created