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One-on-one autopilot: the Zendesk → Slack cheat sheet

by David Larsen7 min read
#zendesk #slack #github-actions #google-calendar #service-accounts #1:1s #cs-ops #automation #manager-tooling
One-on-one autopilot: the Zendesk → Slack cheat sheet

I wanted a manager to be able to show up to every 1:1 with a clean cheat sheet and zero prep. The idea first hit when my manager was juggling about 15 direct reports and weekly 1:1s. I did not build the tool at that company and they never used it, but the pain point stuck with me. Later I coded a small bot to make the prep disappear: show up with a shared summary of recent work and a few discussion flags. No homework. Just signal.

What it does (by system)

What happens in Google Calendar

  • GitHub Actions checks Google Calendar every 5 minutes for upcoming meetings with "1on1" in the title.
  • When it finds one starting soon, it grabs the attendee email that is not the organizer (the direct report) and the start time.
  • If the meeting is within the lead window (about 30 minutes), it triggers the next step.

What happens in Zendesk

  • Using that attendee email, the bot looks up the matching Zendesk user.
  • It pulls a focused snapshot for the last 7 days (configurable): tickets handled and solved, positive CSAT count and ratio, reopens, SLA breaches, urgent or open items, on-hold items older than N days, and tickets older than N days.
  • It collects links for anything that needs attention so you can jump straight in.

What happens in Slack

  • The bot formats the Zendesk snapshot into a compact, readable post: headline stats first, flags with links next, and a short "prompts for the 1:1" block.
  • It posts the summary to the designated Slack channel about 30 minutes before the meeting so both manager and rep see the same truth.

Using it in your 1:1

  1. Put "1on1" in your recurring meeting title and invite the rep's email that matches their Zendesk user.
  2. About 30 minutes before the meeting, a summary lands in Slack with links and a few prompts.
  3. Use the time for patterns, coaching, and decisions instead of screensharing dashboards.

Sample Slack post

Sample Slack post

Setup and docs

For installation, configuration, and environment variables, see the README:
https://github.com/dc-larsen/zendesk-slackbot#readme