C
CertPilot

Helpdesk recipe

Helpdesk first-response draft with a mandatory human send

When a support email arrives, use Google Gemini to draft a first response from approved guidance, then leave it in Gmail for a human to review and send.
IntermediateNot run by CertPilotVerified

“Verified” means checked against Google’s official Workspace Studio documentation — not that CertPilot has run this flow in a live Workspace.

Overview

What this recipe does

Each matching helpdesk email produces one labelled Gmail draft for human review; the requester receives nothing until a person deliberately sends the reply.

Starter: When I get an email (filtered to the monitored helpdesk mailbox or label)

Build

Steps

  1. Draft from the request and approved guidanceGeminiUse the Gemini 'Ask Gemini' step to draft a concise first response using the incoming email variables and your approved helpdesk guidance. In the prompt, require Gemini to state uncertainty instead of inventing a fix.
  2. Create a Gmail draftGmailUse Gmail 'Draft an email' to create the reply with the requester as recipient and Gemini's output as the body. Do not use 'Send an email' for this customer-facing step.
  3. Label the message for reviewGmailUse Gmail 'Add or remove labels' to apply a 'Draft ready for review' label so the helpdesk queue clearly shows that a person must inspect and send it.

Data

Variables

  • RequesterSender name/email from the inbound message. (e.g. dana@example.com)
  • Request subject and bodyThe incoming support request supplied by the email starter. (e.g. Password reset loop)
  • Draft responseThe text returned by the Ask Gemini step. (e.g. Thanks for the report. Please try…)

Google Gemini

Describe it with AI

Paste this draft into Google Workspace Studio's Describe it with AI box, then review and adjust the flow it builds. This is Google's Gemini feature — CertPilot does not run any AI.

When I get an email on my helpdesk mailbox, use Gemini to draft a first response from the email and my approved support guidance, create that response as a Gmail draft addressed to the requester, and apply my 'Draft ready for review' label. Never send the reply automatically.

Before you start

Prerequisites

  • An eligible Google Workspace edition with Workspace Studio and Gemini enabled by your admin.
  • Access to Gmail and Gemini AI steps (subject to your admin's Studio step controls).
  • A monitored helpdesk mailbox/label, an approved support-guidance source, and a 'Draft ready for review' Gmail label.

Boundaries

Security & limitations

Security notes

  • Gemini processes the email content inside Google's Workspace Studio; confirm that use against your internal data policy and DLP controls.
  • Keep secrets, authentication material, and unnecessary personal data out of the helpdesk guidance and generated draft.
  • A human must review recipient, facts, links, and tone before sending any reply.

What it does not do

  • The flow creates and labels a draft only; it does NOT send the customer-facing response.
  • Gemini can be wrong or overconfident — the draft is not an authoritative diagnosis or security decision.
  • Does not assign, resolve, deduplicate, or track an SLA like a ticketing system.
  • CertPilot does not run the AI; Google Gemini does inside your Workspace Studio.

Verify

Test it safely

  • Workspace Studio test runs take real actions — this test really creates a Gmail draft and changes labels.
  • Email the monitored mailbox from your own test address with a fictional request and confirm that no message is sent automatically.
  • Review the draft for correct recipient, factual grounding, and the 'Draft ready for review' label, then delete it.

Provenance

Official sources