AI Intake Triage Workflow

A portfolio prototype showing how an unstructured customer request becomes a structured operations handoff: summary, urgency, owner, next step, and draft response.

Submit intake

1. Capture
2. Summarize
3. Classify
4. Route
5. Notify
12Open requests
3SLA risks
42mAvg. triage saved
86%Auto-classified

Operations queue

SummaryUrgencyOwnerNext action
Client onboarding requests are being copied manually across systems.HighOps AutomationMap intake fields and build routing rule.
Remote user needs account access restored before deposition prep.HighIT SupportVerify identity and reset account access.
Website service page needs updated compliance copy.MediumWeb/ProductConfirm copy owner and publish update.
AI draft reply:

Thanks — I see the issue is an onboarding intake bottleneck causing missed deadlines. I’d start by mapping required fields, defining urgency rules, and routing high-priority requests to the right owner with a notification and dashboard view.