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Addspent project 02 · Automation

Automated enquiry handling, with a human in the loop.

Picture a small service business that receives enquiries through its website, then copies details by hand and tracks follow-ups inconsistently. Run the simulation to see a structured alternative.

Addspent project

An interactive demonstration that runs in your browser. No live CRM, email or external system is connected.

Project brief

Less copying and chasing, more visibility.

The challenge

Manual enquiry handling can create repetitive administrative work and make follow-up harder to manage.

The approach

Demonstrate a structured workflow that validates an enquiry, creates a record, prepares a notification and makes the next action visible.

What was built

An interactive workflow simulation with a record, notification, reply draft and status tracking.

What can be verified

You can run the simulation below, including an error case, and inspect every output it produces.

Potential benefit

The workflow shows how a business could reduce manual handling and see the status of every enquiry. No time or cost savings are claimed without real measurement.

The starting point

A typical manual process, step by step.

  1. 01A prospective customer submits an enquiry.
  2. 02Someone manually reads the message.
  3. 03The details are copied into a spreadsheet or CRM.
  4. 04The team sends or prepares a response.
  5. 05Someone must remember to follow up.
  6. 06The status of the enquiry may not be updated consistently.
Interactive demonstration

Run the workflow.

Choose a scenario, then select Run demo. Everything happens in your browser using synthetic data. Nothing is sent, saved or stored, and refreshing the page resets it.

Scenario

Incoming enquiry

Synthetic data

  1. Website Enquiry

    An enquiry arrives from the website form.

    Waiting

  2. Input Validation

    Required fields and email format are checked before anything else happens.

    Waiting

  3. Enquiry Record

    A structured record is created with a reference and timestamp.

    Waiting

  4. CRM / Spreadsheet

    The record is added to the enquiry register, with no manual copying.

    Waiting

  5. Team Notification

    The team gets a short internal alert with the key details.

    Waiting

  6. Response Draft

    A reply is drafted for a person to review, edit and send.

    Waiting

  7. Follow-up Status

    The enquiry is marked with its next action and a follow-up date.

    Waiting

Demonstration log

Simulated
  1. Select “Run demo” to start the simulation.
Making it real

What a live version would need.

This demonstration runs entirely in your browser. A real implementation would be planned around your systems and data.

  • Appropriate permissions and access to your chosen form, inbox, spreadsheet or CRM
  • Secure handling of personal data, in line with UK GDPR
  • Testing with realistic enquiries, including edge cases
  • Error handling and alerts when a step fails
  • Human review before any reply reaches a customer
  • Documentation and a handover so your team can manage it
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Every business has different challenges. These projects show how Addspent approaches digital experiences, workflow efficiency and business improvement. If you'd like to explore what could work for your business, let's start with a conversation.

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