Workflow templates for common intake jobs
Pick a starting point. Each workflow is built for a specific job, not a generic form with a new skin.
Technical Request Intake Workflow
Dev teams get incomplete tickets. PMs get vague requests. Uptaik sits in between and asks until the requirements are actually clear.
Key capabilities:
- No more tickets that say 'build me a dashboard' and nothing else
- From request to project brief in minutes, not weeks
- Every brief follows the same structure, every time
- Engineers build instead of chasing requirements
Product Feature Request Workflow
Feature requests usually arrive as one-liners in Slack. Uptaik turns that into a conversation that captures the why, the who, and the priority before it hits your backlog.
Key capabilities:
- Five teams asking for the same thing shows up as one item with five votes
- PRD stubs and backlog items write themselves from the intake
- RICE and WSJF scores are drafted before the PM even opens the queue
- Requesters stop asking 'did anyone see my feature request?'
Incident Response Workflow
When something breaks, the last thing you need is a 15-field form. Uptaik captures severity, impact, and timeline in a quick conversation and routes it to the right team.
Key capabilities:
- Severity is scored and the right team is paged in seconds, not minutes
- Responders see logs, recent deploys, and flag changes before they even ask
- Every action is timestamped. The audit trail writes itself.
- Post-mortems come with a draft timeline, root-cause prompts, and assigned follow-ups
Healthcare – Patient Experience Survey Workflow
After a visit, patients tap a link and answer a few questions. The survey adapts to what they say. If everything was great, it wraps up fast. If something was off, it digs in. Flagged issues go straight to QI.
Key capabilities:
- Patients finish the survey because it respects their time
- You learn why the wait felt long, not just that it did
- A 30-minute wait on a Tuesday afternoon lands on QI's desk automatically
- QI teams get structured issues, not a spreadsheet of free-text comments
Legal & Professional Services – Client Onboarding Workflow
New clients describe their matter once. Uptaik asks the right follow-ups for that matter type, pulls details from uploaded docs so nothing gets asked twice, and hands the attorney a ready-to-review summary.
Key capabilities:
- Clients tell their story once instead of repeating it at every step
- Uploaded contracts get read, not just stored
- Attorneys open a ready-to-review summary, not a pile of emails
- Clients know where things stand without calling the front desk
Retail & E-Commerce – Product Feedback & Returns Workflow
A customer wants to return running shoes. Uptaik figures out whether it is a sizing issue, a defect, or buyer's remorse, and routes to the right resolution. Exchanges go up, unnecessary refunds go down.
Key capabilities:
- Customers get a resolution in minutes, not a support ticket in a queue
- Wrong-size returns become exchanges instead of lost revenue
- When 30% of a SKU comes back for sizing, you find out fast
- CS agents handle the hard cases; the routine ones resolve themselves
Education – Course Feedback & Program Evaluation Workflow
End-of-term evals that students actually finish. Questions adapt based on answers, wrap up when the student checks out, and deliver feedback faculty can act on.
Key capabilities:
- Students give real answers because the survey doesn't waste their time
- Faculty see 'grading clarity' and 'workload pacing' issues, not raw comment dumps
- Completion rates go up because disengaged students aren't forced through 40 questions
- Compare this term's feedback to last term's, by instructor, by topic
Finance & Insurance – Loan/Claim Intake Workflow
Claimants walk through questions specific to their claim type. Documents they upload get parsed automatically. Adjusters get a complete file, not a half-filled form.
Key capabilities:
- Claims arrive complete on the first try, not after three rounds of follow-up
- Policy docs get parsed so claimants don't retype what's already on file
- Adjusters open a ready-to-work file, not a form with blanks
- Claimants stop calling to ask 'what's happening with my claim?'
Technology Companies – Internal IT/HR Ticketing Workflow
Employees describe what they need. Uptaik asks the right follow-ups, sets priority, and creates a ticket in your service desk with every field filled in.
Key capabilities:
- IT stops replying 'can you provide more detail?' to every other ticket
- Tickets reach the right team in minutes, not days
- Every ticket lands in ServiceNow or Jira with the right fields filled
- Employees stop asking 'any update on my ticket?'
Need a custom workflow?
Our team can help you design and implement intake workflows tailored to your specific processes and requirements.