Common scenarioA service company running on WhatsApp and Excel
The problem
Customer requests arrive on WhatsApp, are logged by hand in Excel, and follow-up depends on one employee's memory.
How we design the solution
A workflow that starts with a request form, then classification, owner assignment, status tracking and a KPI dashboard.
What we build
A simple internal system with a database, permissions, request statuses and team alerts.
Expected impact
A clear view of open requests, fewer lost follow-ups, and daily metrics for management.
Input formDatabaseDashboardAlertsPermissions
Common scenarioA business handling a high volume of requests by hand
The problem
Every request means reading an email, copying data, sending a message and assigning someone manually.
How we design the solution
An automation flow that reads the form and email, creates a record, sets the status and sends alerts.
What we build
Forms, a database and email/WhatsApp alerts connected, with a status board for requests.
Expected impact
Less time on data entry, transparent request status, and consistent messages to customers and the team.
FormsAutomationWhatsApp/SMSStatus trackingReports
Common scenarioA consultancy losing documents in email threads
The problem
Documents travel by email, versions get mixed up, and the client never knows which stage their file is at.
How we design the solution
A client portal showing required files, the status of each document, comments and approvals.
What we build
A web portal with an admin panel, file uploads, review statuses and a first-pass AI document summary.
Expected impact
Clearer tracking, fewer scattered messages, and one record of reviews and approvals.
Client portalFile workflowAdmin panelAI summariesReview log
