01 — Intake
Collect requests from forms, email, spreadsheets or approved channels.
Workflows
A clear operating loop, not a black box.
Every workflow has an input, validation rules, an action, a human checkpoint and a reportable outcome.
02 — Validate
Check completeness, apply business rules and flag exceptions.
03 — Prepare
Draft the response, record, task or recommendation.
04 — Approve
Route sensitive or important actions to the right person.
05 — Execute & report
Complete approved actions and record what happened.
Examples
Enquiry to follow-up
New lead → classify → draft reply → owner review → follow-up task
Quote preparation
Customer request → verify details → prepare draft → sales approval
Payment reminder
Invoice list → identify overdue → prepare reminder → finance review
Daily operations brief
Activity sources → summarise → flag blockers → owner report