RFI and technical query management involves receiving, logging, routing, and answering client requests for information or clarification on engineering projects.
Automation captures incoming queries, identifies the best engineer based on expertise and workload, routes the request, and formats responses for client delivery. The result is faster turnaround, fewer lost queries, and a complete audit trail.
The full workflow, from trigger to completion.
Email arrives in the shared inbox, message posted to the query channel, or web form submitted. The automation captures the sender, subject, body, and timestamp.
Automation extracts sender, subject, deadline, and project code from the message and logs it to a central record with a unique ID and timestamp.
The automation analyzes the query content and matches it to the engineer or team with the right expertise and lowest current workload team data.
Automation sends a message to the assigned engineer with the full query, deadline, and a link for tracking.
Once the engineer replies, automation captures the response, timestamps it, and updates the record with the answer and resolution date.
Automation formats the engineer's answer and sends it to the original sender via email with a confirmation request.
Automation creates or updates an task for the resolved RFI, marking it complete and logging the turnaround time for reporting.
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