One front door
Ask for the problem and contact details. Goals, budget, files, and links can follow when needed.
PROJECT GUIDE · INTAKE AUTOMATION
Turn incoming requests into a tracker.
Give every request a next step.
Replace scattered messages with a consistent intake, a review queue, and clear ownership—without automatically approving work.
The smallest useful workflow
One accountable owner
Assign an ID, status, owner, next action, and an appropriate access level.
A deliberate approval
Confirm scope before scheduling work. Record approval and keep unresolved questions visible.
EDITABLE FICTIONAL TEMPLATE
Start with a clear queue
Download tracker CSV- REQUESTED
- Received, awaiting review; no promise of delivery.
- NEEDS_INFO
- A named owner has identified the missing input and next question.
- READY_FOR_REVIEW
- The brief is sufficient for a scope decision; work has not been automatically authorized.
Three fictional requests demonstrate the structure. Replace the sample rows, restrict access, and choose statuses that fit your team.
Keep automation accountable
- Test a submission, missing optional details, a duplicate delivery, and a failed owner alert.
- Keep sensitive files separate from a broadly shared tracker. Store only the minimum information needed.
- Choose who can change status, who can approve, and how customers get updates.
- Document the notification destination, escalation path, and ongoing software costs.
For a simple DIY route, Google Forms can link responses to Sheets through the Responses tab. Review both the form and spreadsheet’s sharing settings. Google’s response-management guide.
Our own intake is a real, tested implementation. A custom tracker or CRM integration is additional scoped work.
Want this built for your business?
Start with an editable request. Add your files, current process, target result, and budget if you have them.
Get help with this projectNothing is sent until you submit. Scope, price, and running costs are agreed before work.