Free guide
Project intake automation
Project intake automation replaces the back-and-forth of informal request handling with a consistent, automated process. Every project request goes through the same scoping questions, gets evaluated against the same criteria, and routes to the right owner with the right information.
What's covered
- 1Project intake automation workflow: request submission → AI scoping → completeness check → prioritisation → routing → acknowledgement
- 2Scoping question set by project type: tool build, process improvement, integration, reporting
- 3Prioritisation prompt: using AI to apply your effort/impact framework consistently
- 4Worked example: cross-functional project intake automated for a BizOps team
Who this is for
Operations managers and portfolio leads who receive project requests from across the business and want a consistent, fast intake process that reduces decision time.
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Get Project intake automation
Free guide. The Torvi Ops track gives you the four-week guided path to build and ship your project intake automation.
Free templates
Guides tell you how. Templates give you a starting point. Browse the free template library.