RelayLuma AIWORKFLOW DESIGN Let's talk
WORKFLOWS FOR SMALL BUSINESSES

Make customer inquiries easier to manage.

Explore practical ways to organize requests, prepare replies for human review, and keep follow-ups moving — from auto repair inquiries to machine shop RFQs.

See the concept How it works
Designed around real work.
Reviewed by real people.
INTAKE WORKSPACE CONCEPT VIEW
↗
One request, in focusFrom first message to a clear next step
•••
INCOMING INQUIRYEXAMPLE

“Could you help with a service request? I'd like to know what information you need to get started.”

●   Fictional customerNew request
↓ ORGANIZE THE DETAILS
✓Ready for reviewA person checks the details
HUMAN REVIEW
REQUEST→ REVIEW→ FOLLOW UP
Built around your process.✳
INQUIRY WORKFLOWS FOR SMALL BUSINESSESANN ARBOR AREA · REMOTE CONVERSATIONS
01 / THE IDEA

Less searching.
More knowing what's next.

Inquiries come in all shapes: a service question, an appointment request, or a drawing and a deadline. A clear process helps make the important details easier to find and review.

IntakeDesk is an early concept for organizing that first conversation. The goal: a useful workflow shaped around how your business actually works.

Tell me about your process ↗
ILLUSTRATIVE IMAGE
A MORE HUMAN WORKFLOW

Thoughtfully organized.
Ready for your review.

Start with the information that matters to your team, then give it a clear place to go.

REQUEST ↗ REVIEW ↗ FOLLOW UP
02 / A PRACTICAL APPROACH

Start with the work.
Build from there.

No assumptions about your current tools. Just a conversation about what comes in, who handles it, and where a better process could help.

01
↘

Understand the flow

Look at how a request arrives, what information matters, and what your team does next.

02
✳

Shape a small idea

Explore a focused workflow for organizing details, identifying gaps, and preparing a draft.

03
✓

Keep people in control

Put review at the center. A person checks the information and decides what to send or do next.

Implementation, integrations, scope, and cost would be discussed separately for each project.

03 / MADE FOR THE REAL WORLD

Different businesses.
A shared need for clarity.

Start with one repeatable part of your day, not a whole new way of running your business.

01 / SERVICE BUSINESS

Independent auto repair

Organize vehicle details, the customer's concern, and the information a team member may need to follow up.

SERVICE INQUIRIES ↗
02 / MACHINE SHOP

Machining & fabrication

Bring RFQ details such as material, quantity, requested timing, and drawing status into one reviewable view.

QUOTE REQUESTS ↗

Examples are illustrative. A person must review technical details, drawings, feasibility, pricing, and timing.

04 / SEE THE CONCEPT

A little clarity,
in motion.

Watch a short walkthrough of the automotive inquiry concept, using fictional customer examples.

01

Review extracted details and a suggested reply.

02

Track a simulated follow-up in the browser.

About this demonstration

This is a rule-based prototype, not a live AI or email integration. No real messages are sent, and the follow-up queue is local to the browser. A person reviews all details.

Read the step-by-step example ↓
INTAKEDESK / DEMO~ 48 SEC
▶   AUTOMOTIVE INTAKE EXAMPLEFICTIONAL DATA
05 / THE DEMO IN WORDS

One inquiry.
Four reviewable steps.

Prefer to read? Here's the same idea as the video, using a fictional auto-repair request.

FICTIONAL INQUIRY01 / INPUT

A customer asks for help

“My 2017 Toyota Camry won't start consistently. Are you accepting appointments tomorrow? I don't know the mileage.”
VEHICLE 2017 Toyota CamryREQUEST Starting concernMILEAGE Not provided

Sample details only — not a real customer message.

  1. 01

    Start with a request

    Choose a fictional example or enter a sample message into the prototype.

  2. 02

    Organize and flag

    Local rules identify vehicle details and the requested date. Missing mileage is flagged for review.

  3. 03

    Review the draft

    A staff member checks and edits the details and suggested response. The draft does not confirm an appointment or diagnose the issue.

  4. 04

    Track a next step

    Add the sample to a browser-local queue and mark a simulated follow-up status. No real message is sent.

What this shows today

An illustrative, rule-based workflow with human review. It does not connect to an inbox, CRM, or live AI model, and the queue is stored only in the current browser.

LET'S START WITH A CONVERSATION

What's one part of your
workflow you'd like to improve?

Tell me what comes in, what happens next, and where things get difficult. We can explore whether a small, practical workflow might help.

Start a conversation
Or email haoyuan.automation@gmail.com