Enquiries and follow-up
Turn incoming enquiries into draft replies, assigned actions and CRM updates.
OpsFoundry · AI implementation
OpsFoundry designs and builds AI-powered workflows and business systems. Connect the work your team does by hand, with people in control.
Free · 30 minutes with Ted Deane
Meet Ted · 30+ years in software development.
Illustrative example
Turn incoming enquiries into draft replies, assigned actions and CRM updates.
Bring scattered documents and information into one connected workflow.
Connect the steps between people and systems, with clear approval points.
From task to working system
Start with one workflow. Agree the scope before the build.
Understand the task, systems, access and approvals. Agree what the workflow needs to do.
Build the agreed workflow and test it against the way your team works.
Walk your team through the workflow and its review points before using it in day-to-day work.
The boundaries matter
Identify the systems, information and people involved. Agree which information the workflow can read and which actions it can perform.
Define what is automatic, what needs approval and what happens when a record is missing, duplicated or uncertain. Make the person responsible visible.
Agree how the result will be checked, how failures are surfaced and what the team needs to operate or recover the workflow. Confirm ongoing responsibilities in the scope.
No. Bring the problem and the systems you already use. Feasibility and tool choices can be discussed.
People stay responsible for decisions. Review points, access and information handling are part of the scope conversation.
Describe the repeated task, current steps, tools, rough frequency and the person who approves the result. A de-identified example is useful. You do not need to choose the technology first.
The work needs a defined scope. Discuss feasibility, deliverables, responsibilities and commercial terms before any implementation is agreed.
Your next step
In a free 30-minute call with Ted, discuss what you want to improve and a practical next step.