Email and enquiry automation
Turn recurring enquiries into organised work.
Assess incoming messages, extract the important details, route them to the right person and prepare routine responses without surrendering control of the inbox.
Discuss this workflowGood fit
Signs this workflow is worth assessing.
- Staff repeatedly classify similar enquiries
- Important details are copied into spreadsheets or CRMs
- Routine acknowledgements are rewritten
- Follow-ups are missed between inboxes
Proposed workflow
What an implementation could do.
- 01
Receive and classify
Read a defined inbox or form and identify the request type.
- 02
Extract and validate
Capture required details and flag missing or uncertain information.
- 03
Route and prepare
Create a task, update an approved system or draft a response.
- 04
Approve and record
A person reviews external communication and the workflow records its outcome.
Control
People remain responsible for the work.
- Access is limited to the required mailbox or folder
- External replies require approval unless explicitly agreed
- Low-confidence or unusual requests are escalated
- A manual inbox process remains available
Start narrow
Bring one repeated workflow, not an AI strategy.
We will assess whether an agent, a controlled AI workflow or a simpler automation is the right approach.
Email Boring Enterprise