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Alerts for new enquiries

Send the key details of new enquiries directly to the responsible manager.

Start with your workflow.

Who should receive each type of enquiry, and what should the message contain?

What we agree before work starts

  • The main use case and a result you can verify.
  • The data and access needed to connect your existing tools.
  • First-release scope, milestones, cost and acceptance criteria.
  • Team onboarding, access handover and ongoing support terms.

What to bring to the first conversation

Show us how the task is handled today: an enquiry, a report or a workflow example. List the tools you use and explain where your team loses time. You do not need a technical specification for the first conversation.

Often useful together.