Connect the tools you already use
If you copy information between applications, prepare documents by hand or search email for the status of a job, show me how the work happens today. I’ll look for steps I can connect or simplify using your current tools.
In this signage example, the integration passes on the details, a rule assigns the task and AI helps read the message and draft a reply. A person checks and approves it.
Let’s talk about automationA customer gets in touch
We need a sign above the workshop entrance. Could it be installed before we open? I can send a photo of the front of the building.
The integration logs the enquiry
The CRM keeps the original message and the sender’s address. The person handling the enquiry can refer to exactly what the customer wrote.
AI summarises the message
The customer asks about fitting a sign before the workshop opens. AI flags the missing measurements and opening date and suggests questions to ask.
A rule assigns the task
The enquiry goes to the person who prepares quotes. If the date or measurements are missing, a rule marks it as needing more information. Anything unclear is flagged for review.
A team member receives a draft reply
Thanks for getting in touch. Could you send a photo of the entrance, the approximate size of the sign and your opening date? I’ll check whether we can install it in time.
The team member sees the original enquiry, the task and the AI draft. They check the details, edit the reply and approve it before it goes out. They confirm the price and date after reviewing the job.
What else can be connected?
- Status and scheduling
- When a date changes in the order system, the work schedule reflects it.
- Documents
- An approved document goes into the right folder with the order number.
- Reporting
- Sales and service information comes together in one report.
Where to start
We can choose one task, such as passing enquiries on from an inbox. Before I start, we’ll agree on what information moves, who follows up when information is missing and how we’ll know the change works.
If you need to connect the whole workflow, we’ll do it in stages. We’ll test a typical enquiry, a case with missing details and what happens when the connection drops.
Tell me how you handle the work today