Workflow automation between existing systems
Connect a document or form intake to a CRM and task tool, with a review queue for exceptions.
- Budget range
- Estimate confirmed during scoping
- Included
- Intake and data extraction
- Sync to one CRM and one task tool
- Exception queue for a person
- Error alerts and a sync log
- Not included
- Replacing the CRM or task tool
- Data cleanup of historical records
- Custom reporting beyond the agreed views
- Ongoing costs
- Hosting and database
- AI model usage per document
- Optional support plan
- Assumption
- Assumes the existing tools have usable APIs and one team owns the workflow.