Cortado managed workflows
Inquiry Follow-up
Give every approved inquiry a clear next step and an accountable owner.
Managed delivery · fixed recipe v1What you receive
- Trigger
- An eligible inquiry arrives or its agreed follow-up date becomes due.
- Inputs we need
- Inquiry source, service facts, response window, escalation owner and approved contact channel.
- Delivered work
- Source-grounded response draft, owner decision, action receipt and follow-up queue.
- Measurement
- Eligible inquiries → reviewed responses → customer replies → independently confirmed next steps.
- Outside this scope
- Invented availability, confirmed bookings without system evidence and unrestricted autonomous replies.
Proposed pilot: $750 / 30 days / up to 25 cases. Named operator and reviewer required before service starts. Meeting Actions and Client Onboarding create tasks inside Cortado; follow-up messages are delivered by your operator through the approved channel.
Request this pilot Open operator workflow
Prepare your setup brief
Five fields. No open-ended “tell us what to build.” Download the result and bring it to your kickoff. Nothing is submitted or emailed from this form.