How to build an intake system
An intake system is the mechanism by which work requests go from 'someone mentions it in Slack' to 'someone owns it with a clear brief'. Most teams skip the system and manage intake ad hoc — which creates invisible queues, inconsistent triage, and requests that die without a trace. This guide covers how to build one.
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What's covered
- 1Intake system design: the components of a well-functioning intake system and how each connects
- 2Form design guide: how to capture enough information to triage without making the form too long to complete
- 3Triage and routing logic: AI-assisted classification and the decision rules that route to the right owner
- 4Worked example: BizOps team intake system handling requests from six internal functions
Who this is for
Operations managers who receive work requests from across the business and want a consistent, trackable intake process instead of an ad hoc queue.
FREE DOWNLOAD
Get How to build an intake system
Free guide. Build your intake system in four weeks with the Torvi Ops track. Founding rate €200.
Free templates
Guides explain the approach. Templates give you the starting point. Browse the free library.