Problem It Solves

Companies often juggle requests—IT support, HR inquiries, facilities needs—via email, chat, or paper forms. This leads to missed or forgotten tasks, unclear ownership, and delayed responses. By centralizing all requests into a single portal with Table storage and automated reminders, every submission is tracked, visible to stakeholders, and followed up on time, eliminating confusion and ensuring accountability.

Process Overview

1. A team member opens the “Request” interface and chooses a category (IT, HR, Facility, or Other).

2. They fill out a standardized form (Name, Department, Request Type, Description, Priority).

3. Zapier writes the submission to a “Requests” Table, assigning it a unique Request ID and default status of “New.”

4. The system routes the request to the appropriate queue (IT, HR, Facility) and notifies the responsible manager via email or Slack.

5. Managers see all pending requests in a dashboard view (Kanban or list) and update status (“In Progress,” “Pending Approval,” “Completed”) as they work.

6. If a request remains “New” or “In Progress” past a set timeframe (e.g., 24 hours), Zapier sends an automated reminder to the assigned manager.

7. When a manager changes the status to “Completed,” Zapier notifies the requester with a resolution message and archives the ticket.

Key Features & Capabilities

• Universal Request Intake
  A single, no‐code form for IT, HR, facilities, or custom request types—team members choose the category and describe their need.

• Centralized Table Logging
  All requests are written to a “Requests” Table with fields for Request ID, Requester Name, Department, Category, Description, Priority, Status, Assigned Manager, and Timestamp.

• Role-Based Routing & Notifications
  On submission, Zapier assigns the request to the correct manager group (IT, HR, Facility) and sends an email or Slack alert to that manager.

• Dashboard-Style Status Tracking
  Managers view all incoming tickets in a Kanban or list view, easily dragging cards between statuses (“New,” “In Progress,” “Pending Approval,” “Completed”).

• Automated Reminders
  If a request stays “New” or “In Progress” beyond your defined SLA (for example, 24 hours), Zapier automatically reminds the assigned manager to take action.

• Requester Notifications
  When a manager updates status, especially to “Completed”, Zapier sends an email to the requester with resolution details.

• Customizable Priorities & Categories
  Adjust dropdown values (e.g., Priority: Low, Medium, High; Category: IT, HR, Facility, Other) to match your organization’s needs.

Typical Use Cases

• Mid-Sized Company
  Employees submit password reset or software install requests under “IT,” payroll or benefits questions under “HR,” and office maintenance needs under “Facility.” All tickets feed into a unified dashboard so department leads can prioritize, track progress, and ensure SLAs are met.

• Small Startup
  With no dedicated helpdesk, team members log any request—equipment orders, policy clarifications, or event room bookings—into a single form. Zapier routes tickets to the appropriate person, reminds them if there’s no update in 24 hours, and notifies requesters when their issue is resolved.

Prerequisites & Client Responsibilities

• Department & Manager Info
  Provide a list of request categories (IT, HR, Facility, etc.) and the email addresses or Slack channels of the managers responsible for each queue.

• SLA Definitions
  Define your desired turnaround times (e.g., “New” tickets must be assigned within 24 hours, “In Progress” must resolve within 3 days) so we can configure automated reminders.

• Field Requirements
  Confirm which fields should appear on the form (e.g., Requester Name, Department, Category, Description, Priority, Attachment) and any dropdown values for Category or Priority.

• Notification Preferences
  Decide how managers and requesters should be notified—email, Slack, or both—and provide the necessary channel names or email addresses.

• Team Permissions
  Identify which users need “Viewer” access (to view the dashboard and update statuses) vs “Editor” access (to modify form fields, Table schema, or Zap settings) in Zapier.

Pricing

• One-Time Setup: $400
  (Design and publish the internal Interfaces portal, configure the “Requests” Table with all necessary fields, build and test routing and reminder Zaps, and set up manager and requester notifications.)

• Monthly Support: $80/month
  (Maintain portal and Table integrations, adjust SLA reminder rules or field values as needed, and troubleshoot any issues.)