Inbox and enquiry triage
Read, classify and route incoming work with the relevant customer context attached.
We map one slow process, connect the systems it depends on, and put a useful workflow into your team's hands. No generic chatbot and no need to replace everything first.
A practical workflow, not an AI demo
An enquiry, document, meeting note or customer request enters the workflow.
The workflow checks the CRM, inbox, files or operating rules it needs.
AI drafts, classifies, checks, routes or updates the next step.
Important actions wait for approval, then the source system is updated.
The best first project is usually repeatable, time-consuming and important enough that improving it changes the week.
Read, classify and route incoming work with the relevant customer context attached.
Turn site notes, discovery details or CRM records into a reviewable first draft.
Extract useful information from forms, PDFs and email, then prepare the right system update.
Move meeting notes, decisions, risks and next steps into clean customer records.
Track missing information and prepare the next reminder without relying on someone's memory.
Bring jobs, meetings, exceptions and priorities into one prepared brief for the team.
We watch the current process and agree on the result worth improving.
We identify data, rules, approvals, edge cases and system access.
We build against real examples and test with the people who will use it.
We train the team, tune the workflow and review the agreed measure.
The pilot is deliberately narrow. It gives your team something real to use and gives the business a result it can evaluate before committing to a wider rollout.
We can sit beside the people doing the work, observe the handoffs and see where the process really slows down. For distributed teams, the same discovery and testing can run remotely.
MasterKey IT works with service businesses, trades, professional firms and operational teams that want AI connected to the way their business actually runs.
Usually not. We build around the systems your team already uses and confirm integration feasibility before work begins.
The founding price for a tightly scoped 30-Day Workflow Pilot is $1,250 + GST. Larger or more complex workflows are quoted after discovery.
Yes. We are Melbourne based and can work onsite in Melbourne and Victoria, or remotely with businesses across Australia.
Sensitive or customer-facing actions can be held behind human approval. Access, data handling, auditability and failure behaviour are scoped before launch.
Common projects involve Microsoft 365, Google Workspace, CRMs, accounting systems, job-management tools and document platforms. Every connection is checked during discovery.
We will tell you whether it is realistic to improve before recommending a project.
Prefer a direct conversation?
0494 609 651
hello@masterkeyit.com.au