Tracking and prioritization of client requests

Purpose

1.1. Automatedly track, aggregate, and prioritize client requests arriving from multiple digital channels for architectural and engineering model making projects.
1.2. Automate the assignment of priorities based on predefined criteria (e.g., urgency, client value, project deadline) to streamline client support communications.
1.3. Automate the creation of notifications, task assignments, and response flows between incoming requests and project management teams to reduce manual errors.
1.4. Automatedly provide realtime status updates on client requests through preferred communication channels, increasing client satisfaction and transparency.

Trigger Conditions

2.1. Automated reception of new client requests via email, forms, chat, calls, or tickets.
2.2. Updates to the status, urgency, or type of request in any integrated system.
2.3. Automated time-based triggers for scheduled follow-ups or escalations.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API to automate SMS notifications when new or high-priority client requests are received.
• Sample config: Set webhook to trigger on incoming SMS for predefined keywords.
3.2. SendGrid
• Feature/Setting: Mail Send API automates the dispatch of templated email confirmations and priority alerts.
• Sample config: Integrate trigger on new inbound emails to auto-sort and respond.
3.3. Slack
• Feature/Setting: Automate real-time alerts in project channels with Incoming Webhooks.
• Sample config: Post structured messages when requests with “urgent” tags are logged.
3.4. Microsoft Teams
• Feature/Setting: Automate notification cards using the Incoming Webhook connector for priority requests.
• Sample config: Configure adaptive cards for direct action on requests.
3.5. Trello
• Feature/Setting: Automate card creation with the REST API for new requests, auto-adding priority labels.
• Sample config: Setup trigger to generate cards from form submissions.
3.6. Asana
• Feature/Setting: Automate task creation and dynamic prioritization via Asana API upon receiving client inputs.
• Sample config: Map form fields to task priority and section assignment.
3.7. Zendesk
• Feature/Setting: Use Tickets API to automate ticket intake and auto-assign priorities/tags based on request content.
• Sample config: Automated tagging rules for model type and deadline.
3.8. HubSpot
• Feature/Setting: Automate tracking of client requests via Ticket Pipelines and Workflows.
• Sample config: Trigger workflow on form submission, escalating high-value contacts.
3.9. Freshdesk
• Feature/Setting: Automated ticket creation and prioritization from multiple sources using Freshdesk API.
• Sample config: Custom automation rules on subject/urgency match.
3.10. Jira Service Management
• Feature/Setting: Automate issue creation with prioritized labels through REST API from emails or web forms.
• Sample config: Auto-assign engineering issues by priority.
3.11. Google Sheets
• Feature/Setting: Append rows for each client request using Sheets API; automate sorting by urgency column.
• Sample config: Form-to-sheet automation for data aggregation.
3.12. Airtable
• Feature/Setting: Sync new requests to database with API, auto-group by priority for easy visualization.
• Sample config: Automated triggers on data input via form.
3.13. Monday.com
• Feature/Setting: Automate board item creation and status updates via API for incoming requests.
• Sample config: Automate status “Urgent—Model Shop” on web form submission.
3.14. Pipedrive
• Feature/Setting: Automate lead/ticket creation with auto-tagging for urgent architectural requests.
• Sample config: API managed workflow to notify sales or support automatically.
3.15. Intercom
• Feature/Setting: Automate message routing and tagging of new conversations from model makers for prioritization.
• Sample config: Rules engine for automated chat triage.
3.16. Zoho Desk
• Feature/Setting: Automate ticket lifecycle, prioritization, and escalations from multiple sources.
• Sample config: Workflow for model type and client SLAs.
3.17. Salesforce Service Cloud
• Feature/Setting: Automated case creation and assignment with Service Console APIs based on request tags.
• Sample config: Auto-assign complaints with “critical” tag to senior engineer.
3.18. Mailgun
• Feature/Setting: Automate email parsing and ticket creation from inbound emails using Routes API.
• Sample config: Forward requests for automated triage.
3.19. Google Forms
• Feature/Setting: Automation to send form submissions to backend tracker with Apps Script webhook.
• Sample config: Automate row update and notification on form entry.
3.20. ClickUp
• Feature/Setting: Automate task creation and automator-based priority assignment on new client requests.
• Sample config: Hook into “Urgent” tasks with auto-reminders.

Benefits

4.1. Automates reduction in response and triage time for client communications.
4.2. Automatedly increases transparency and accountability on client-facing support.
4.3. Automated tracking and escalation improves client satisfaction and retention.
4.4. Automatedly optimizes resource allocation by ensuring urgent model making requests are instantly prioritized.
4.5. Automating task and notification flows minimizes manual intervention, reducing errors and costs.