Enquiry to next action
Capture an enquiry, extract the information your team needs, prepare a response, and route it for approval before updating your CRM.
FOR OPERATIONS & BUSINESS TEAMS
Turn the repetitive work between your tools into a clear, connected process. Radivum designs custom AI integrations and internal automation around your business rules, existing systems, and the people responsible for the outcome.
For teams handling repeatable work across inboxes, documents, spreadsheets, CRMs, and internal applications.
Start with one workflow that your team understands well. We inspect the available interfaces and sample inputs, agree how success will be evaluated, and build a bounded pilot. Expansion follows evidence from real use.
WHAT WE CAN HELP YOU BUILD
Capture an enquiry, extract the information your team needs, prepare a response, and route it for approval before updating your CRM.
Classify incoming documents, extract agreed fields, validate required information, and send exceptions to a person instead of silently accepting incomplete data.
Help staff find answers in approved documents. Define which sources can be used, show references where appropriate, and agree what happens when an answer is uncertain.
Connect records across tools, prepare recurring reports, and make ownership of the next step visible. Use ordinary rules where AI adds no useful value.
A CLEAR ENGAGEMENT
ENGINEERING YOU CAN EXPLORE
SchoolSaaS shows our work on multi-tenant business workflows and permissions. PingCue explores rule-based reminders and background work on Android. These are ongoing software products, not claims of completed AI automation client engagements.
We first check their APIs, supported exports, permissions, and integration options. The available interfaces determine what can be connected and whether any process changes are needed.
The scope defines the actions it may take and the points where a person reviews or approves the next step. That boundary should be explicit rather than assumed.
Describe the task, the tools involved, frequency, common exceptions, and who checks the result. Use anonymized examples initially; avoid sending confidential business records in a first enquiry.
TURN THE IDEA INTO A USEFUL CONVERSATION
Use our project planner to outline the goal, the tools, and the first useful outcome. Review your brief before sending it to Radivum.
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