Returns and warranty claims require manual data entry, order lookups, and eligibility checks that consume significant coordinator time. Manager approval delays often stretch claim resolution to hours or days.
Automation captures claim details from email and web forms, enriches them with original order data, and evaluates warranty eligibility in minutes. Managers receive pre-screened claims with clear recommendations, accelerating approval and customer notification.
The full workflow, from trigger to completion.
A new return or warranty claim arrives via email, web form, or phone message. The automation detects the incoming claim and extracts the customer contact and issue summary.
The automation parses the claim message, extracts customer name, order number, product SKU, and issue description, then queries to fetch the original order and warranty expiry date.
The automation compares the claim date against the warranty expiry and issue type against the warranty policy rules, then assigns an eligibility status (eligible, expired, or out of scope).
If eligible, route to approval. If not eligible, send a rejection notice to the customer and log the claim as closed.
The automation creates a new claim ticket with all extracted details, eligibility status, and a link to the original order.
A notification is sent to the fulfilment manager with the claim summary, eligibility status, and a link ticket for quick review and approval.
An automated email is sent to the customer confirming receipt of their claim, the expected review timeline, and a claim reference number for tracking.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.