Enquiries & follow-ups
Capture requests, route them by service or location, assign an owner and follow up on unanswered enquiries.
For example: an enquiry is assigned by service and location, with a reminder if nobody responds.
ServicesBusiness Automation
Business Automation
Turn recurring tasks into connected workflows: enquiries, assignments, reminders and reports.
Less repetitive work.
A clearer next step.
Build the rules that move everyday work forward. From the first enquiry to the follow-up, each step has an owner, a trigger and a clear outcome.
- Enquiry received
Record the request and its source
- Task assigned
Notify the responsible person
- Follow-up due
Send a reminder if still open
Example workflow · rules agreed with your team
What we
put in place.
Give recurring work a clear trigger, an owner and a path to completion.
Tasks & approvals
Create tasks from events, track deadlines and move work through agreed stages. Keep approval with a person wherever the decision requires it.
For example: a request waits for a manager’s approval before the next task is created.
Documents & reporting
Prepare documents from approved templates, assemble recurring reports and send updates to the people who need them.
For example: a weekly report brings together open work, completed tasks and items needing attention.
Exceptions & visibility
Handle missing information, failed steps and changes of owner. Make the workflow status visible and give your team a way to intervene.
For example: incomplete requests go to a review queue instead of disappearing between steps.
Example scenario
A booking that keeps moving.
A confirmed appointment creates the internal task, sends the customer a confirmation and schedules a reminder. A cancellation updates the task and stops the reminder. Exceptions go to the responsible person.
Useful when a process depends on someone remembering the next step, checking several tools or chasing the same updates every week.
What you
take forward.
An implemented workflow, tested rules and a clear guide to its triggers, stages and exceptions. Your team can see what happened and where a person needs to take over.
A working process. The agreed triggers, tasks, approvals and reminders are connected.
Visible progress. Your team can see completed steps and work that needs attention.
Documented rules. Owners, timing, exceptions and manual interventions are explained.
From your process
to a working solution.
Start with one useful outcome. Review the details together.
01
Walk through the work
Follow one real process with your team. Identify repeated tasks, delays, decision points and the result that would make it useful.
02
Define the workflow
Agree triggers, owners, timing and exceptions. Set which steps run automatically and which wait for a person.
03
Build & rehearse
Implement the workflow and run through normal cases, cancellations, late updates and failed steps before launch.
04
Review it in use
Start with the agreed process, inspect the first runs and hand over a guide to the rules, status and recovery steps.
Start with
your process.
A clear scope and estimate before the build.
Show us one recurring process: what starts it, who is involved, which tools it touches and where it gets stuck. We can define a useful first scope from there.
We map one process together, identify its tools and exceptions, then agree the scope and estimate. Start with a focused workflow and expand after it has been reviewed in use.
Before
we start.
Do we need to replace our existing systems?
Often the workflow can use the tools you already have. We first assess their capabilities and identify any missing connections or interfaces.
Can a person review a step before it continues?
Yes. Approvals, manual checks and exception queues can be part of the workflow. We decide which actions can run automatically and which need a person.
What happens if a step fails?
We define failure paths, notifications and retry behaviour with you. A failed step should have a visible status and a clear way to recover.
Can the workflow include AI?
Yes, where it serves a specific step: extracting details from a document, classifying an incoming request or preparing a summary for review. We agree the sources, quality checks and fallback before including it.
Can we start with a single process?
Yes. A focused workflow makes it easier to check the result with your team. Further processes can be scoped after the first one has been reviewed in use.
Have a project in mind?
Let’s talk