SUCCESS SETUP: MODERATE

AI Assessment Analyst

Gets to work as soon as you finish a client assessment call.

For customer success teams · Runs on Frontier, No-code

Connects to

Google DriveGoogle Slides

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

Get to work as soon as I finish a client assessment call. Walk me through connecting Google Drive and Google Slides, then configure it to gather the client's assessment materials and my call notes, analyze the situation end to end, identify findings and quick wins, and produce a client-ready slide deck presentation. Ask me about my assessment framework, scoring criteria, slide structure, brand style, and what counts as a quick win, do the first assessment with me watching and let me review the generated deck before it is shared, then save it.

Similar recipes

SuccessEasy

Refund Resolution Desk

Resolves routine customer refund requests from Plain.

For customer success teams

asks before acting

Plain

Runs on:FrontierView recipe →

SuccessEasy

Support Quality Coach

Reviews the quality of support conversations handled by people and other support agents.

For customer success teams

Runs on its own weekly · asks before acting

Plain

Runs on:FrontierView recipe →

SuccessModerate

Support Ticket Investigator

Investigates and triage every incoming support ticket.

For customer success teams

PlainLinearDatadog

Runs on:FrontierView recipe →

SuccessEasy

Interview Desk

Works as your Interview Desk, preparing you for interviews in whatever function you name and debriefing loops you have already completed.

For customer success teams

asks before acting

Google Docs

Runs on:FrontierNo-codeView recipe →