Business workflow demo

Enquiry tracking and client approvals.

A single workspace for teams that need to track requests, deliver files and record client sign-off.

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Capture & assign

Record an enquiry and link it to a client and an assigned staff member.

Track & share

Convert the request to a project. Set the next step, exchange messages and add deliverables.

Approve & deliver

The linked Client approves the exact revision. The team marks delivery only after that approval.

What was tested

The sample workflow ran from enquiry to delivery on Windows, including manual file upload and download. The demo uses fictional records and does not send messages outside the workspace.

For your business

Request a quote if you need this flow adapted to your team, permissions or existing tools.

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