“The brief is in the email. And the chat.”
The client has sent requirements in several places, and the team reconstructs the brief by hand.
The client has sent requirements in several places, and the team reconstructs the brief by hand.
Authorised messages, the brief template and the files provided by the client.
Deadline is missing
The workflow alerts the right colleague. They decide what happens next.
Fictional example · WhatsApp Business, if we choose this channelNo notifications yet.
The message appears automatically at the WhatsApp step.Client briefs
One brief with links to the original messages and a list of missing details.
What we connect and what a colleague checks
- Where the information comes from
- Authorised messages, the brief template and the files provided by the client.
- Automation steps
Collect the information. Authorised messages, the brief template and the files provided by the client.
Client briefs. Collect requirements in the agreed fields and mark unanswered questions.
Your team checks. The project manager confirms scope, budget and deadline with the client.
- What the team receives
- One brief with links to the original messages and a list of missing details.
- What a colleague checks
- The project manager confirms scope, budget and deadline with the client.
