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ActionDesk — Team Tasks & Reminders for Tickets, Chats & Automations | Velaxe

ActionDesk

Insert a human step via FlowForge

Create a task from a flow, auto-snooze on customer reply, and close the loop.

18 min Intermediate Ops, Automation Engineer Updated Oct 3, 2025
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Overview

Create a task from a flow, auto-snooze on customer reply, and close the loop.

Prerequisites

  • FlowForge access and a workspace flow

Permissions required

flows:edit tasks:create

Downloads & Templates

Sample FlowForge node config

Spec

Steps (3)

Estimated: 18 min
  1. 1

    Add ActionDesk → Create Task action

    Automation 6 min Back to top

    In FlowForge, drop **Create Task** after your trigger. Map title, due offset, and assignee.

    Tips

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    Validation

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  2. 2

    Auto-snooze on reply

    Automation 6 min Back to top

    Add a branch that listens for a customer reply event; call **Snooze Task** (e.g., +2d).

    Tips

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    Validation

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    Success criteria

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  3. 3

    Close & notify

    Automation 6 min Back to top

    On success path, call **Close Task** and post a Slack summary to the owning channel.

    Tips

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    Validation

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    Success criteria

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About this guide

ActionDesk is the hub for follow-ups across your workspace. Convert chats, tickets, calls, payments, and automations into clear tasks with owners, priorities, due dates, and checklists. Every task links back to its source—so teammates have context without switching tabs.

Work the queue in list, Kanban, calendar, or timeline views. Snooze, set reminders, request approvals, or escalate with SLAs. Integrations with Google/Outlook Calendar, Slack/Teams, email, and webhooks keep people on track. FlowForge actions can create, update, and close tasks to blend automation with human steps.

Metrics flow to InsightLake with Prometheus-friendly counters for on-time completion, breach rates, throughput, and workload balance.