Enquiry capture and handover
A possible workflow takes details from a website form, records them in your customer relationship management system (CRM) or spreadsheet, and assigns the next step using agreed rules.
URRU builds automation systems for businesses in Iceland, connecting everyday tools around a defined process. Start with a task your team repeats: recording enquiries, copying details between systems or preparing follow-up. Rules can handle predictable steps; AI can help classify or summarise text, with a person reviewing its output before it is used.
Discuss your workflowA customer submits a website enquiry. The workflow could save their details in a CRM or spreadsheet, then prepare a follow-up for human approval. Rules handle the record creation; optional AI suggests a category or summary. A team member checks the source enquiry and approves the response. This illustrates a possible build, not a delivered client project. Connections require scoping.
Example workflow. The tools and steps depend on your business.
A possible workflow takes details from a website form, records them in your customer relationship management system (CRM) or spreadsheet, and assigns the next step using agreed rules.
Move agreed fields between systems so information can follow the work. Feasibility depends on available APIs, account permissions and how each tool stores and accepts data.
AI could suggest enquiry categories or prepare summaries of incoming text. Your team reviews the suggestions against the source before using them to decide what happens next.
Prepare a response from an agreed template or use AI to suggest a draft. A team member checks the details, edits the wording and approves the message before sending.
Identify the trigger, required information, responsible person and desired next step. Choose a bounded task and define where human decisions or exceptions belong.
Review the relevant APIs, permissions and data fields. Agree which connections are feasible, where AI is useful, what needs approval and which costs are recurring.
Test the agreed workflow with representative examples, including missing information and failed connections. Review AI output and approval steps before agreeing that the workflow is ready for use.
The price below is a starting build cost. Scope and final pricing are agreed before work begins.
Prices in USD. Starting prices; final scope and price are agreed before work begins.
No. Fixed rules can copy fields, create records or assign tasks. AI is an option when interpreting text is useful, with human review of its suggestions.
That depends on their APIs, your access permissions and the required data. Share the tool names and the intended workflow so we can assess the connections.
There may be software subscriptions, usage charges or support costs. These are scoped separately; the starting build price does not establish a monthly package or included vendor usage.
You own the code URRU builds for you. Connected services remain subject to their own access requirements, terms and fees, which matter when planning future changes.
Tell us what your team copies, checks or follows up manually, and which tools are involved. Send a message or request a call by email to discuss the scope.
Discuss your workflowoffice@urru.ai