Review and referral requests arrive across multiple channels and require manual triage, priority assessment, and assignment. Without automation, coordinators spend hours scanning emails and chat, duplicating effort, and losing track of request status.
Automation captures incoming requests, classifies them by type and priority, detects duplicates, and routes them to the right team member with complete context. Requests move from scattered channels into a single tracked system within minutes.
The full workflow, from trigger to completion.
A new email arrives in the marketing inbox, a form submission is captured, or a message is flagged as a request. The automation platform detects the trigger and extracts the sender, subject, and body.
The automation reads the request text, identifies the request type (review, referral, partnership, etc.), sender details, and any urgency signals. the automation outputs a structured record with type, priority, and key metadata.
The automation queries to search for existing contacts or deals matching the sender email or company name. If a match is found, the automation links the new request to the existing record.
Based on request type and priority, the automation applies pre-configured routing rules to determine the assigned owner. Rules are stored and can be updated without code changes.
The automation creates a new deal or task with all extracted details, linked to the sender contact, and assigned to the determined owner.
The automation sends a message to the assigned team member with a summary of the request, a link, and any urgent flags.
The automation appends a row to a Google Sheet with request ID, sender, type, priority, assigned owner, and timestamp for audit and reporting.
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