Sort and route inquiries
Group agreed message types such as sales inquiries, booking requests, and supplier documents. Send each category to the right person.
Who this service is for
For teams that share an inbox or repeatedly copy customer requests from email into a spreadsheet or customer management system. Start with one message type and a clear owner.
What the workflow can handle
Prepare replies for review
Draft answers using approved business information. Keep prices, commitments, complaints, and unusual requests in a staff approval step.
Capture follow-up work
Extract the fields needed for a task or customer record. Confirm the field mapping and duplicate rules before updating another system.
Illustrative workflow
From an incoming request to the next action
A Macau service company receives requests in a shared inbox. The workflow identifies the service requested, creates a draft response, and adds a follow-up task. A staff member checks the details before sending a quote. This is an example workflow, not a reported client result.
What we need to scope the work
- Examples of the message types that create the most repeated work.
- Approved replies, routing rules, and the person who approves outgoing messages.
- Your email provider and the systems that will receive tasks or customer details.
Email permissions and provider interfaces affect the integration. Define which messages the workflow can read, where information is stored, and when staff must approve a reply. Test with a limited scope first.
How we work together
- Review one repeated task and your existing tools.
- Agree on the fields, approvals, and written scope.
- Build and test a limited pilot with staff review.
- Compare the results and decide what to extend.
Review the current plans and discuss the scope: Automation pricing.
Frequently asked questions
Will replies be sent automatically?
Sending rules are part of the agreed scope. Start with draft replies and staff approval for messages that quote prices or make commitments.
Can I use my current email provider?
We review the provider, account setup, and available interfaces before confirming compatibility.
How do we measure whether it helps?
Record the time spent on a selected message type before launch. Compare handling time, corrections, and completed follow-ups after the pilot.
Start with one task that takes too much time
Tell us what happens today, which tools you use, and where staff approval is required.
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Read the related practical guide · Read our existing case studies