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Knowledge & admin / Example workflow

Give each new enquiry a clear next step.

Turn incoming messages into useful summaries, suggested owners and draft next steps.

The everyday challenge

What happens today.

Messages wait to be read, important details are missing and the right person has to be found manually. Each handover means someone getting up to speed again.

A possible workflow

What could work better.

  1. 01

    Understand the request

    Capture the enquiry, identify its topic and highlight missing information.

  2. 02

    Prepare the handover

    Create a short summary, suggest an owner and prepare a draft next step.

  3. 03

    Keep the team in control

    The team reviews the response or handover before anything is sent.

What we would aim to improve

Less inbox sorting and a clearer handover to the person who can help.

Agree the evidence

How we could measure it.

Choose the measures and baseline together before a pilot. These are proposed checks, not claims of results already achieved.

01 / Success measure

Time to assign an enquiry

02 / Success measure

Enquiries assigned to the correct owner

03 / Success measure

Requests needing another handover

Another angle on better work.

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