Technical Request Intake Workflow
Dev teams get incomplete tickets. PMs get vague requests. Uptaik sits in between and asks until the requirements are actually clear.
Request Initiation
A business stakeholder opens a shareable link or embedded widget to start a new technical request. The request type (e.g., dashboard, automation, integration, access request) is auto-detected from the first prompt, and metadata (department, urgency, due date) is captured via quick chips.
User types: “Need a cross-dept compliance dashboard by end of Q2.” → Platform auto-tags: {type: 'Analytics/Dashboard', urgency: 'High', targetDate: 'Q2'}
AI Intake Survey Begins
The Adaptive Question Engine tailors follow-ups based on prior answers and conversation history. Inline validations (numbers, dates, URLs) ensure clean inputs; attachments (CSV, screenshots) are ingested for context.
AI: “Which processes are most affected?” · “Roughly how many users are impacted weekly?” · “What outcomes or KPIs define success?” (e.g., ‘on-time submissions ↑ to 95%’)
Adaptive Deep Dives
If the request is vague, Uptaik digs deeper on systems, constraints, and data sources. If the requester already covered something in their description or an uploaded doc, it doesn't ask again. When integrations come up, it branches to auth, API limits, and data refresh specifics.
AI: “What tasks should this automate?” · “Which systems must it connect to (e.g., Workday, SharePoint, Procore, Salesforce)?” · “Data freshness requirements (real-time, hourly, daily)?”
Fatigue Detection & Smart Completion
If a stakeholder gave solid detail upfront, Uptaik doesn't drag them through 20 more questions. It summarizes what it has, asks for confirmation, and wraps up.
AI summary: "You need a weekly compliance dashboard for ~15 users, pulling from SharePoint + HRIS, success = on-time reports at or above 95% and exception rate under 3%. Is this accurate?"
Automated Output
Generates a structured project brief (problem, users, KPIs, scope, non-goals, risks, data sources, dependencies). Then it converts the brief into an Epic with user stories and tasks (with acceptance criteria and effort placeholders) using your template pack. Pushes items via API/webhooks to Jira, Asana, Trello, or ServiceNow and links back to the signed brief.
Output: Epic “Compliance Dashboard v1” → Stories: ‘Define data model,’ ‘Ingest HRIS + SharePoint,’ ‘Build KPI tiles,’ ‘Role-based access,’ each with acceptance criteria. Auto-posted to Jira with labels and components.
Handoff to Technical Teams
Engineering gets a complete package: brief, requirements matrix, RACI, and timeline assumptions. The requester gets a link to track status. No more 'hey, where's my request?' messages in Slack.
Engineering views Epic + Stories in Jira with linked brief; requester sees status updates (Backlog → In-Refinement → In-Progress) without extra emails.
Key Benefits
Transform your workflow with these powerful advantages
No more tickets that say 'build me a dashboard' and nothing else
From request to project brief in minutes, not weeks
Every brief follows the same structure, every time
Engineers build instead of chasing requirements