Workflow demo

Enquiry Triage

A browser walkthrough showing how unstructured project enquiries can be organised into clearer briefs and next steps.

Workflow demo

Three enquiries, one clearer review process.

Incoming enquiry

“We distribute packaged foods across 14 stores. Our ordering process lives in email and spreadsheets. We need fewer missed orders and a clearer approval trail before the festive season.”

Structured fields

Multi-location ordering
Email + spreadsheet workflow
Approval visibility
Seasonal deadline

Example fit note

Operational software · Discovery needed

Example next step

Map current order states, approvers and exception paths before choosing automation points.

From enquiry to clearer brief

Choose an enquiry to compare the original message with a proposed structure, fit note and next step.

Why the source stays visible

The source message stays visible next to the proposed structure. This makes it easier to discuss which details are facts, what belongs in a fit note and which question should come next.

Moving into production

A production workflow would need an agreed enquiry source, tested extraction behaviour, permissions, integrations, review controls and failure handling.

What it covers

Side-by-side source message and structured brief
Fit notes for a reviewer
Suggested follow-up questions and next steps

Status

Illustrative examples created by Mindlane; no client data is used.

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