Imobria Automations
Automations for the work that repeats.
Start with a familiar handoff. Agree what should happen, who remains responsible and where a person needs to make the decision.
We agree your requirements and scope before implementation.
The everyday challenge
Small handoffs are easy to lose in a busy day.
An inquiry arrives, someone needs to pick it up and another step follows. When the same process repeats, it is worth defining it clearly before trying to automate it.
- 01
Map the starting point
Choose one process, such as a new inquiry reaching the team. Identify the information and permissions that process requires, along with the supported tools involved.
- 02
Agree the next step
Review requirements such as inquiry assignment, follow-up tasks or viewing-request routing. We confirm which steps can be configured using existing capabilities and which require separate work.
- 03
Keep a human decision where it belongs
Define the exceptions and the person responsible for reviewing them. An agreed process should make the handoff clearer, not hide an important customer decision behind a rule.
Your implementation
Bring one repeated process to your walkthrough.
Describe what happens today and what you want to change. We agree the supported configuration and any custom work; an illustrative workflow is not an unlimited trigger-and-action builder.
Two questions to start with
- Where does the handoff slow down today?
- Which decisions must stay with your team?
Connected work
Explore the next part of the process.
Map a better handoff with us.
Tell us what your business needs. We’ll review the supported setup and next steps with you.