Input
Website form, email, missed-call note or chat transcript.
For teams where good enquiries arrive, sit in the inbox and rely on someone remembering the next step.
It takes a new enquiry, checks the useful context, spots missing details, drafts a first reply and prepares the follow-up task. The team still approves anything that goes to the customer.
Trades, clinics, practices, agencies, ecommerce stores and service teams all lose opportunities when first response and follow-up depend on memory.
It should not promise prices, refunds, appointments, diagnosis, availability or exceptions unless those rules are already clear and a person approves them.
A faster first response without blind auto-sending.
The first lead workflow should improve response speed, not pretend to replace the owner.
Website form, email, missed-call note or chat transcript.
Classify the request, extract key details, draft reply and prepare follow-up.
Named person checks price, promise, tone and any sensitive or unusual detail.
The first paid step is fixed. Anything larger is only scoped after the review shows a safe, useful workflow worth building.
One repeated task mapped into the current steps, the time leak, safe AI prep task, approval rule and set-up / don’t-set-up decision.
One narrow workflow only: enquiry response, quote follow-up or inbox triage, tested on real examples before it touches live work.
If the first workflow earns trust, keep improving it or choose the next repeated task. If it does not, stop without a vague programme.
The review is not finished when the diagram looks tidy. It is finished when one real example can move from input to approved output with the risk rules visible.
Run the workflow against recent enquiries, orders, bookings or inbox threads before it touches live work.
Mark which outputs can be drafted, which need approval and which must be escalated without an AI answer.
Name the person who approves, sends, tags or rejects the output so the workflow does not create a new queue.
Record what happened next: reply sent, task created, follow-up due, no-build decision or exception raised.
A missed enquiry. A quote that needs chasing. A booking inbox. An order question. A handover stuck in someone’s head. We will map it and tell you honestly whether AI is worth installing.