Support Contract SLA Credit Agent8 nodes
Support Contract SLA Credit Agent
Compare support incidents against contract SLAs, draft credit recommendations, and route finance-sensitive exceptions for approval.
Workflow at a glance
The full canvas, before you import it
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#Support#SLA#Contracts#Customer Success#Finance#AI Agent
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8 nodes · Free & source-available
Support Contract SLA Credit Agent
This support and finance automation template reviews service incidents against contract entitlements. The agent drafts a credit or no-credit recommendation and sends finance-sensitive cases to human approval.
What this workflow does
- SlaReviewSchedule runs daily
- FetchSupportIncidents pulls incident records
- FetchContractTerms loads SLA and credit rules
- SlaCreditAgent compares incident facts against contract language
- CreditApprovalGate branches on
CREDIT_APPROVAL - NotifyAccountTeam posts the recommendation to Slack
- DraftCustomerEmail prepares a customer-safe message
- SlaCreditResult returns the recommendation
Setup
Replace support and contract endpoints, connect an LLM credential, choose the account team Slack channel, and send drafted customer emails to review before contacting customers.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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