Workflow Automation & Request Management

Most teams don't have a process problem. They have a visibility problem.

Requests come in through email, Slack, or a shared inbox. Someone assigns them manually, or they just sit there. Progress updates happen only when someone chases. By the time a manager asks for a status report, half the team is piecing together answers from different sources.

This is fixable, and it doesn't require replacing the tools your team already uses.

I build request management systems in Smartsheet that capture incoming work through a form, route it automatically based on your rules, notify the right people at the right time, and give managers a live dashboard of what's in progress, what's overdue, and what's been resolved.

What this looks like in practice

• An internal IT or HR service desk that replaces your shared inbox
• An approval workflow with automatic escalation
• An operations tracking system visible to leadership without anyone compiling a report

What you get

Fewer dropped balls. Less chasing. A clear audit trail. And a process your team will actually follow because it's built around how they already work.