Sort incoming requests and route them correctly

Teams sort incoming emails and tickets by topic and urgency and forward them to the team responsible

Needs setupAI Act: no extra obligationsSorting & assigningAll industries

Fits: Sales · Customer service · Legal & compliance · IT & software development · Office, administration & casework

Requests go straight to the right team, and urgent cases are not buried under routine. The intake team only deals with the cases that are genuinely unclear.

Is this for you?

  • You receive many requests through a shared inbox or ticket system, and distributing them takes time every day.
  • There are several teams or people responsible, and requests are often currently sent back and forth.
First step today

Write down your request topics and who is responsible, take eight typical requests from last week without names or customer numbers, and have them assigned with the template below. Compare with what you actually did.

How to go about it

  1. Define topics, urgency and teams
  2. Collect past requests as examples
  3. Set up assignment in the ticket system
  4. Pass uncertain cases to the intake team
  5. Forward clear cases automatically
  6. Review returns every month

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

11 more use cases follow the pattern “Sorting & assigning”.

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A-006 · Legal status 08.10.2026