Solutions Requests

Request intake

Intake that captures what is needed first time, and tells the requester where it is.

01 / What it looks like running

Start to finish, and where a person still comes in.

  1. 01 / TriggerSomeone asks for something
  2. 02 / AutomatedQuestions asked until complete
  3. 03 / AutomatedRouted to the right team
  4. 04 / AutomatedStatus published back
  5. 05 / Needs a personDoing the thing that was asked for

Automated Needs a person 3 of 5 run without anyone

02 / What stops happening

7 steps become 1.

The struck lines are the ones nobody performs after this is live.

  1. Request arrives however the requester felt like sending it
  2. Half the information is missing
  3. Someone emails back to ask for the rest
  4. It waits
  5. The requester emails to ask where it is
  6. Someone looks it up and replies
  7. The request itself, done once, with everything needed

03 / Built on

In your tenant, under your licences.

  • Copilot Studio
  • Power Automate
  • Power Apps

Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.

Does yours run like this?

It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.