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TOOL-07 · EXAMPLE TOOL

Request Triage

Requests come in by email, web form, voicemail and text. Someone has to read each one, work out what it is, and chase whatever is missing. Request Triage applies your rules to every request, the same way every time.

EXAMPLEAn example of the kind of tool I build. Yours is designed around your own rules and data.

FIG. 1

How it works

EXAMPLE DATA

INBOX

  • REQ-0142quote request · standard job
  • REQ-0143custom job · unusual scope
  • REQ-0144missing contact details

CHECKS — REQ-0142

  • required info presentOK
  • service type — knownOK
  • scope within standardOK
  • fits current capacityOK
  • verdictQUOTE NOW

YOUR RULES, RUN THE SAME WAY EVERY TIME

ROUTED

  • QUOTE NOWREQ-0142
  • NEEDS REVIEWREQ-0143
  • HOLD — ASK CUSTOMERREQ-0144

NOTHING AUTO-SENT. EDGE CASES GO TO A HUMAN.

SPEC SHEET

DOES
Reads incoming requests and routes each one: quote, review, or hold, by your rules.
INPUTS
Email, web forms, call notes, spreadsheets.
AI SCOPE
Optional. Reading messy emails or forms, bounded and logged.
FAILS
Safe. Uncertain items are held, never guessed.
OWNER
You, at handover. Full source and docs.

EXAMPLE SCENARIO

A home-services company with a shared inbox and three people answering it

BEFORE

  • Requests handled by whoever gets to them first
  • Missing details found days later, after the customer has moved on
  • Unusual jobs quoted as if they were standard

AFTER

  • Every request checked against the same list the moment it arrives
  • Incomplete requests get a ready-to-send "we just need…" reply for you to approve
  • Unusual jobs land in a review pile instead of a quote

SIGNS YOU NEED THIS

  • You have a shared inbox nobody fully owns
  • The same questions get asked back to customers every week
  • Good leads go cold while they wait for a reply
  • Only one person really knows which jobs to take

USEFUL FOR

  • Trades & home services
  • Property management
  • Small manufacturers
  • Professional services

START HERE

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