AI-assisted intake & triage workflow
A small professional-services team received requests across email and chat with no standard intake. Work was assigned ad hoc, context was lost between handoffs, and the same questions were answered repeatedly.
Standardized the intake path, used AI to summarize and classify each request, routed it to the right owner, and added a required human-review step before any external output.
Added a one-page SOP, simple data-sensitivity rules, approved-tool guidance, and a visible tracker so the workflow could be repeated without relying on memory or ad hoc follow-up.
Human review is required before anything leaves the team.