← ClaudeAtlas

small-business-ticket-deflectorlisted

Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 70
Install: claude install-skill simongonzalezdc/codex-small-business-skills
# Ticket Deflector ## Quick start Forward or paste a customer email — Claude pulls order status from PayPal, looks up the customer in HubSpot, and drafts a reply in the owner's voice. If a refund is needed, it stages the details and waits for explicit approval before issuing anything. ``` User: "answer this customer" [forwards email] → Extract customer email + issue from thread → Pull PayPal transaction status → Pull HubSpot contact history → Draft reply in owner's voice → Owner approves draft → send or stage → If refund needed: approval prompt → owner confirms → issue ``` ## Workflow 1. **Read the customer message.** Accept a forwarded Gmail thread or pasted text. Extract: customer email address, name, order or transaction ID (if present), and the core issue — refund request, order status question, or general complaint. If multiple issues are present, address them in the order they appear. 2. **Pull order status from PayPal.** Search PayPal transactions by customer email or transaction ID. Capture: amount, date, status, and whether a refund has already been issued. If PayPal is not connected, note it in the draft and continue. If no transaction matches, flag it — do not guess at a match. - **PayPal rate limit:** If the customer provided a transaction ID, use it — single-record lookups avoid throttling entirely. If searching by email, use a 7-day window (not 30 days). PayPal's transaction list endpoint throttles aggressively on wide date-range queries; back-to-back t