Lead and estimate handoffs
Capture inquiries, assign ownership and track next actions.
MITAS designs workflows that use AI to interpret or classify incoming information, then coordinate the next steps allowed by the connected systems. Approval rules, permissions, and exception handling are defined for each implementation.
Discuss a projectA request may arrive through email, a form, or a conversation, then require a decision in another system. The workflow defines how that information is interpreted, who reviews it, and which actions are permitted.
Capture inquiries, assign ownership and track next actions.
Identify overdue items, missed check-ins and other meaningful exceptions.
Organize incoming requests, extract relevant details, and propose next steps for review.
Require sign-off before sensitive communication or operational changes.
Link intake, assignment, progress updates, and closeout where the connected systems support those steps.
A defined trigger begins the process. Rules and permissions determine whether the system records information, presents a proposal for approval, or performs an authorized change. The destination system’s response establishes the recorded result; errors require review or a specified recovery path.
Tell us what you need to build, connect, or change. We review the requirements, current systems, and intended outcome before recommending an approach.
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