The chain, then the three workflows an agent takes on first. Your team reviews and approves; Soren does the collecting, matching, routing, and tracking.
Fig. 01Systems the agent works across
Figures are illustrative.
01 / 04The chain
Overview
Starts at request intake, where the work enters.
Runs department routing inside the systems you already use.
Ends at status tracking, where your team signs off.
Connected to public forms, case management, the records repository, and procurement.
Your teamEvery decision stays with your people; the agent does the handling in between.
Fig. 01Systems the agent works across
02 / 04Workflow
Request administration
Log incoming forms and correspondence
Check submissions for completeness and route to the responsible department
Track assignments, deadlines, and outstanding information
Your teamDepartment staff own every decision
Fig. 02Submissions checked and routed by department
03 / 04Workflow
Records request coordination
Register records requests
Gather potentially relevant documents and track response deadlines
Route materials to authorized staff for disclosure review
Your teamAuthorized staff approve each disclosure
Fig. 03Records requests by stage
04 / 04Workflow
Procurement administration
Collect purchase requests and vendor documentation
Route approvals
Match invoices to purchase orders and receipt records
