Request and tool connection
When a request arrives, how many tools does the same information get entered into again?
Who works with what?
User: The team receiving and processing the request
Girdi: Form or email request, customer record and required document
If the same request is manually moved between email, CRM and a task tool, that transfer can be examined first.
What task does AI handle?
AI classifies the request and identifies missing fields; the integration transfers a task draft to the appropriate tool.
Who keeps control of the decision?
The employee approves critical information and routing; errors or missing data are shown separately.
The output the team will use
A workflow designed around your existing tools, traceable from the initial request to the person responsible.
This description is not a delivery or outcome commitment. The application, connections and acceptance criteria are defined in the proposal scope.