Description
Give your techs instant context with project visibility inside tickets.
Raven Automation’s List Open Projects in Ticket Notes workflow automatically adds an internal note to service tickets that lists any open projects for the associated client. This allows technicians to quickly see if a ticket is related to an ongoing project and route it accordingly—reducing delays, miscommunication, and duplicated effort.
It’s a simple way to improve team awareness and streamline ticket handling across project-based work.
Key Benefits:
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Automatically adds open project info to internal ticket notes
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Helps techs route tickets to the correct team faster
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Reduces duplicate work and confusion around project-related issues
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Increases visibility into ongoing client activity
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Improves service coordination and ticket resolution
