Loops
Three loops, each with a person in it.
Illustrative: these are example loops drawn to show how the work moves, not records of a client project.
Enquiry triage
New enquiries sorted and drafted; a person decides what is sent.
- Trigger An enquiry arrives by email or through the web form.
- Agent The agent reads it, tags the topic and urgency, and drafts a reply from your own notes.
- Check A person reads the draft, edits it if needed, and decides whether it goes.
- Action The reply is sent and the enquiry is logged in your CRM.
Invoice matching
Supplier invoices matched to orders; a person settles every difference.
- Trigger A supplier invoice lands in the accounts inbox.
- Agent The agent reads the invoice, finds the matching order and delivery, and flags any difference.
- Check A person approves the match, or settles the difference with the supplier.
- Action The approved invoice is booked for payment in your accounting system.
Support ticket drafting
Answers drafted from your help articles; a person checks them before they go.
- Trigger A customer opens a support ticket.
- Agent The agent finds the help articles and past tickets that apply and drafts an answer that cites them.
- Check A support agent checks the answer and its sources before it goes out.
- Action The answer is sent, and any gap in the help articles is noted for your team.
Which task keeps coming back?
Tell us about the work that repeats, and we will sketch its loop with you.