Worked example · AI automation
Illustrative example: turn enquiry emails into a controlled workflow
A practical pattern for teams that copy enquiry details from a shared inbox into a CRM and then rely on manual follow-up.
Important: This is an illustrative scenario, not a client case study. The same pattern can be adapted after mapping a real business process and its existing tools.
Workflow design
- 01Detect a new enquiry and classify the request against agreed categories.
- 02Extract only the fields the team actually needs and validate required values.
- 03Create or update a CRM record and notify the right owner.
- 04Send exceptions, missing fields and failed integrations to a human review queue.
Safeguards
- ✓ No automatic promises, quotes or sensitive decisions.
- ✓ Validation and duplicate checks before a CRM write.
- ✓ An audit trail and human fallback for uncertain messages.
Expected deliverables
- • Current-state workflow map
- • Tested automation design
- • Field and exception rules
- • Handover notes for ownership
How success would be measured
- • Manual minutes per enquiry
- • Time to assign an owner
- • Missing-field rate
- • Exception and retry rate