Solution
Request automation from websites, email and messengers
When requests arrive from a website, email, messengers and personal messages, some get lost, some are duplicated, and control depends on manual discipline. We help turn this flow into one clear digital process.
We collect requests and messages into a clear process with source, status, owner and next step.
First step
We start with a source map: where requests come from, who handles them, which statuses are needed and where requests are most often lost.
What usually gets in the way
- Requests arrive from different sources and get lost in conversations.
- Managers manually move data into spreadsheets, CRM or 1C.
- It is unclear who owns a specific request.
- Clients have to ask for status themselves.
- Management sees the problem only after a complaint or missed deadline.
What can be done
- Collect requests from websites, forms, email, messengers and internal channels.
- Add shared statuses, owners and handling history.
- Set up notifications for employees and managers.
- Connect requests with CRM, 1C, spreadsheets, a client portal or a bot.
- Create a simple control screen showing what is accepted, in progress and overdue.
Business outcome
- Fewer lost requests.
- Faster first response and handling.
- Clear responsibility for every request.
- Management sees the process in data, not only in verbal updates.
- Clients get more predictable communication.
Related services
Services most often used for this scenario.
Workflow automation
Requests, statuses, documents, approvals, reports and repetitive actions in one clear digital process.
Integrations
Data exchange between websites, portals, 1C, CRM, spreadsheets, bots and internal services.
Bots
Bots for requests, notifications, statuses, internal commands and connection to work systems.
Client portals
Portals where users see requests, documents, statuses, actions, notifications and history.
Related projects
Cases with a similar implementation logic.
Business Process Automation for a Commercial Company
Development of an internal software solution for workflow automation and ongoing project support.
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