Document intake and processing
Who it's for
Offices that receive bid packs, specs, or forms and have someone read and summarize them by hand.
The problem
Documents sit until a person has time to pull out the fields that matter.
What we set up
We map one intake process and can set up a workflow that reads the kinds of files you define and drafts a summary or checklist. A person reviews the draft.
Deliverables
The map, and for a build: the workflow in your accounts, sample test runs, a runbook, and a walkthrough.
Timeline
Map: 3 business days. One workflow: 7 business days. Connected workflows, if more than one process is in scope: 15 business days, from $1,200.
Which tier fits
A Workflow Map for a single intake process. A One Workflow Build to set that process up. Connected Workflows only if you need linked processes.
Demo
Watch full demo: Demo video coming soon
Request a Workflow Map Email granitemodels@gmail.com Call (978) 647-3933