Referral intake for fire safety services involves manually reading incoming requests, extracting details, checking eligibility, and routing to the correct team.
Automation captures incoming requests, extracts structured data, validates eligibility against business rules, and routes requests to the right team automatically. Client acknowledgements and team notifications are sent instantly, with only ambiguous cases flagged for human review.
The full workflow, from trigger to completion.
A new email arrives in the referral inbox or a web form is submitted. The automation platform detects the trigger and begins processing.
The automation reads the email or form and extracts client name, contact details, service type, location, and special requirements. The extracted data is structured and validated.
The automation applies predefined eligibility rules: valid location, service type offered, no duplicate requests. The system flags ineligible requests for manual review.
If the request passes eligibility checks, it proceeds to routing. If not, it is flagged for manual review.
Based on service type and location, the automation applies routing rules to assign the request to the correct internal team or external partner.
The automation creates a new deal or contact record with all extracted details, eligibility status, and assigned team.
The automation sends a formatted message to the assigned team or email, including a summary of the request and a link.
The automation sends a templated acknowledgement email to the client confirming receipt and providing an expected timeline.
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