Torvi/Resources/Project intake automation
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.

FREE DOWNLOAD

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.