AI-Agents for Intake in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send complete client welcomes and flag missing intake details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsHand off every submission from the closed intake window in one CSV.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
28 toolsMatch photographed submissions to cases and add their transcripts.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsFlag unanswered service and timing questions before follow-up.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 toolsPut a support ticket number and link on each ready customer request.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
5 toolsSend agreements for approved intakes that need a signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsDraft first answers to new inquiries for owner review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsMark forms that need corrections before they enter the tracker.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
5 toolsScreen complaint forms and route urgent cases to the right person.
Your serious customer complaints stand out with a reason for follow-up, and the responsible person gets an email.
