Turn an inbox task into a reviewable handoff.
Enquiries arrive in a shared inbox. Someone reads each message, extracts the important details, decides who should own it, and copies the information into another tool.
AI can help with that first pass, but incomplete requests, unusual attachments, and mistaken classifications still need an explicit review path.
Test the first pass before connecting the workflow.
The exact scope follows the business need. Work of this kind can take shape through these stages.
- 01
Understand the current process
Map inputs, decisions, destinations, volume, and exceptions. Identify what must stay under human control.
- 02
Pilot with representative examples
Use an agreed set of messages to test extraction and routing. Include ambiguous, incomplete, and out-of-scope requests.
- 03
Connect the tools and review step
Prepare structured fields and a suggested destination. Keep external messages and consequential updates behind the agreed approval.
- 04
Enable the people operating it
Document overrides, failures, access, and operating costs. Train the team to review results and improve the workflow.
An enquiry becomes a reviewable work item.
A customer email requests a new booking application. The workflow prepares the first pass.
Incoming enquiry
The message and approved attachments are received from the agreed source. Untrusted instructions in source content are treated as data.
Structured draft
The system extracts the requested service, desired timeframe, and missing information, then suggests an owner.
Human handoff
A reviewer checks the draft, corrects fields, and approves the next action. Unclear messages remain in the review queue.
Where AI prepares and people approve.
Permission to act
Separate drafting from sending or updating. Define which actions are automatic, which require approval, and which are never allowed.
A route for exceptions
Missing fields, service failures, unsupported attachments, and uncertain results need a visible owner and a recoverable state.
A workflow with an owner and a review path.
Deliverables and ownership are agreed in the engagement. For this kind of work, they can include:
- 01
An implemented workflow
The agreed input connection, AI-assisted steps, review interface, and destination handoff.
- 02
An evaluation set
Representative examples and expected outcomes that help check changes before they are released.
- 03
An operating handover
Review guidance, access ownership, exception handling, and the agreed monitoring and support scope.