Client
Kampala Finance Cooperative
Services
Workflow Automation, Process Embedding & AI Audit
Industry
Financial Services
Challenge
Support requests arrived through email, forms, and WhatsApp with no consistent routing or reporting.
Solution
Craqt mapped the workflow, designed an AI-assisted triage process, and connected requests into a structured operations dashboard.
Results
What changed
42%faster request routing
Weeklyservice reports generated automatically
Reducedmanual copy-paste across tools
The engagement began with a workflow audit across member support, operations, and reporting. The team needed faster routing without losing context or accountability.
Craqt designed a lightweight automation layer that classified incoming requests, extracted the core issue, assigned ownership, and surfaced weekly service patterns for leadership review.
The result was a cleaner operating rhythm: fewer manual handoffs, better response visibility, and more useful data for process improvement.
Workflow automationFinancial servicesOperationsn8nLLMsAirtableEmail automation