Pre-built workflows for every use case
Get started quickly with templates designed for your industry and function. Customize to match your exact needs.
Technical Request Intake Workflow
Streamline internal IT, data, and engineering requests with an intelligent, adaptive intake process. Powered by an Adaptive Question Engine (GPT-4o-mini), Semantic Deduplication (vector embeddings), Fatigue Detection, and Smart Completion—then auto-generates briefs and work items in your PM tools.
Key capabilities:
- Eliminates vague, incomplete requests
- Speeds intake → project plan in minutes
- Consistent briefs and work items every time
- Less back-and-forth; more time building
Product Feature Request Workflow
Capture, qualify, and prioritize feature requests from customers and internal teams with an adaptive intake flow that produces PRD-ready briefs and auto-creates backlog items with scoring.
Key capabilities:
- Consolidates duplicates and aggregates demand signals
- Produces PRD-ready briefs and templated backlog items
- Auto-scores with RICE/WSJF for faster prioritization
- Gives stakeholders transparent status without email chains
Incident Response Workflow
Rapidly triage and resolve incidents with automated severity scoring, intelligent routing, and real-time comms. Powered by an Adaptive Question Engine, semantic similarity (to find past incidents/runbooks), telemetry ingestion, and bidirectional integrations (PagerDuty/Opsgenie, Slack/MS Teams, Datadog/CloudWatch, GitHub, LaunchDarkly, Jira/ServiceNow).
Key capabilities:
- Faster response with AI-driven severity and auto-escalation
- Reduced MTTR via instant context (logs, deploys, flags) & one-click rollbacks
- Single source of truth with complete, time-stamped audit trail
- Continuous improvement through automated, action-oriented post-mortems
Healthcare – Patient Experience Survey Workflow
Capture timely, nuanced patient feedback after visits with adaptive questions, fatigue-aware completion, and auto-routing of insights to Quality Improvement.
Key capabilities:
- Higher completion rates with adaptive, shorter surveys
- Nuanced feedback via targeted follow-ups
- Automatic flags (e.g., wait time) routed to the right team
- Less fatigue and faster insights for Quality Improvement
Legal & Professional Services – Client Onboarding Workflow
Accelerate client intake with adaptive matter-specific questions, document-aware deduplication, and an auto-generated engagement summary for attorney review.
Key capabilities:
- Less admin back-and-forth via adaptive, matter-specific intake
- Document-aware deduplication saves time and avoids re-asking
- Auto-generated engagement summaries accelerate attorney prep
- Smoother onboarding and clearer client expectations
Retail & E-Commerce – Product Feedback & Returns Workflow
Guide shoppers through fast, intelligent returns with adaptive branching, evidence capture, and structured resolution paths that reduce unnecessary refunds.
Key capabilities:
- Improves CX with fast, guided resolutions
- Reduces unnecessary refunds via smart exchanges
- Standardized data clarifies product issues and trends
- Lower handling costs through automation and policy checks
Education – Course Feedback & Program Evaluation Workflow
Collect richer student feedback with adaptive prompts, fatigue-aware completion, and faculty-ready insights grouped by communication, design, and workload.
Key capabilities:
- Higher quality feedback with fewer questions
- Category-level insights that faculty can act on
- Reduced drop-off via fatigue detection
- Trend tracking across terms and instructors
Finance & Insurance – Loan/Claim Intake Workflow
Accelerate claims and reduce errors with adaptive intake, document-aware deduplication, and pre-populated forms ready for adjusters.
Key capabilities:
- Faster claims with fewer errors
- Document-aware deduplication reduces friction
- Adjuster-ready, structured claim packages
- Clear status updates improve satisfaction
Technology Companies – Internal IT/HR Ticketing Workflow
Standardize and speed up employee requests with adaptive questioning, priority routing, and auto-creation of tickets in ServiceNow/Zendesk/Jira.
Key capabilities:
- Fewer follow-ups; all required details up front
- Faster routing with priority-aware tags and SLAs
- Consistent, standardized tickets in existing tools
- Happier employees through clear, timely updates
Need a custom workflow?
Our team can help you design and implement intake workflows tailored to your specific processes and requirements.