The Request Intake & Routing workflow captures incoming work from any channel — WhatsApp, email, forms, calls — and routes it to the right owner with a clear assignment, due date, and required information. It replaces the chaos of scattered requests with a structured intake process.
Every growing business deals with incoming requests that arrive from multiple channels. A customer sends a WhatsApp message. A vendor emails a quote. A team member fills out a form. A manager mentions something on a call.
Without a system, these requests get lost in inboxes, forgotten in chat threads, or assigned to the wrong person. The Request Intake & Routing workflow gives you one structured way to capture every request, extract the key details, assign it to the right owner, and track it until it's resolved. No more chasing. No more "did anyone follow up on that?"
Extractor Worker — Pulls structured details from incoming messages, emails, and documents so your team doesn't have to read and copy-paste.
Follow-up Worker — Sends reminders to owners if requests go unactioned past their due date.
See how this works in Construction, Logistics, and Wholesale Distribution.