Scope the inbox and access.
Begin with the real work, the people involved and a clear definition of what a useful outcome would be.
Email Triage
Find the next step in the inbox.
Explore a workflow that organises incoming requests and prepares their next action. Agree what may be classified, what needs a response and what should stay with a person.
Start a conversationSHAPE A USEFUL FIRST STEP
The right questions.
A considered beginning.
Define categories and routing owners.
Confirm the information, connections and permissions needed to support this part of the workflow.
Review ambiguous and sensitive requests.
Use representative examples to test the approach with the people who will own and operate it.
THE WORKING DAY
The agent prepares.
The person decides.
A working day shared by the triage workflow and the operations team. The agent prepares, the person decides, and every hand-off is marked. Move through the day or choose a hand-off.
Triage workflowPrepares
Sorts incoming requestsPrepares routine repliesRoutes invoices to finance
Operations teamDecides
Handles a sensitive requestApproves prepared repliesResolves an ambiguous request
Hand-off · Triage workflow to Operations team
Replies ready
Prepared replies wait for a person to approve them.
PART OF A CONSIDERED WHOLE
Connected through Builder.
A studio for turning the way your business works into agents, applications and connected workflows. Design visually. Go deeper with code.
A starting point for discovery. Specific capabilities, integrations and deployment requirements are agreed with your team.