AI-assisted intake for service operations

Turn messy requests into work-ready records.

FlowDesk reads incoming emails, PDFs, and forms, extracts the details your team needs, and routes every request through a human-reviewed workflow.

Human approval API-first Auditable
westhaven.flowdesk.app Secure
NF
⌁ ▦ ↗ ⚙
INBOX / REQUEST #1042

Service request

Needs review
PriorityUrgent98%
SiteWesthaven Tower96%
EquipmentRooftop HVAC #391%
Requested dateAugust 27, 202694%
↳
Suggested routeService Operations / Urgent
Works with EmailPDFFormsWebhooksREST APIs
One intake layer

Operational clarity, before work begins.

Give every request the same structured path without replacing the tools your team already uses.

01

Understand unstructured input

Classify requests, extract key fields, and surface missing information from documents and messages.

Customer identified 99% Request classified 97% Purchase order mismatch Review
02

Keep people in control

Confidence indicators and approval checkpoints make automation observable and correctable.

AI prepared→Human reviewed→Routed
03

Connect the next step

Send validated records to a CRM, ticketing tool, database, or customer-owned API.

APIJSONCSV↗
Designed for accountable automation

From arrival to action, with a clear record at every step.

FlowDesk is built for operations teams that need the speed of AI without losing review, traceability, or ownership.

  1. 01

    Capture

    Receive a document, email, form, or API payload.

  2. 02

    Structure

    Extract fields, classify intent, and identify exceptions.

  3. 03

    Review

    Let a team member correct and approve the proposed record.

  4. 04

    Route

    Deliver approved data to the right system and preserve the audit trail.

Interactive MVP

Process a sample request.

This browser-only preview uses fictional data and does not upload information to a server.

INTAKE QUEUE

New requests

Select a sample, then choose “Process with AI.”

Ready for processing

FlowDesk will classify the selected request and prepare fields for review.

Waiting for a requestNo data has left this browser.
Azure-ready design

A practical path from MVP to production.

The production architecture separates intake, AI processing, review, routing, and governance.

01

Tenant isolation

Workspace-aware access controls and separated customer data paths.

02

Human checkpoints

No external routing before a user approves the prepared record.

03

Operational evidence

Confidence, edits, approvals, and delivery events remain visible.

Early product preview

Bring one repetitive intake process. We’ll make it reviewable.

Discuss a pilot