# AI Workflow Automation Demo — Client Intake Triage System

## Purpose
Portfolio demo for AI implementation / workflow automation roles.

## Problem
Small service teams often receive messy intake requests through forms, email, or chat. Someone has to read each request, identify urgency, summarize the need, assign ownership, and notify the right person. This creates delays and inconsistent handoffs.

## Solution
A lightweight AI-assisted intake workflow that turns an unstructured request into a clean operations handoff.

## Workflow
1. Customer submits an intake request.
2. System captures the request in a structured queue.
3. AI generates:
   - concise summary
   - urgency level
   - category
   - recommended next action
   - draft reply
4. Workflow routes the request to the right owner.
5. Dashboard tracks status, SLA risk, category, and next step.

## Tools represented
- Form intake
- Database / queue
- AI summarization and classification
- Slack/email-style notification
- Operations dashboard

## What this demonstrates
- Workflow mapping
- AI implementation thinking
- Business process automation
- User handoff design
- Practical, non-theoretical AI adoption

## Resume framing
Created a portfolio prototype of an AI-assisted intake triage workflow that converts messy service requests into structured summaries, urgency labels, owner routing, draft replies, and a lightweight operations dashboard.

## Next production version
Could be built with Tally/Typeform + Airtable/Notion + Zapier/Make/n8n + OpenAI/Claude + Slack/Gmail.