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automation

Work with Jacky Pham to connect your existing tools and reduce repeated entry, with clear rules for approvals and exceptions.

Start a project Inspect a handoff

A request, end to end

Inspect a synthetic service request moving from an intake form to a staff queue, with message delivery recorded separately.

Ready for the team

Source reference
REQ-1042
Work item
WORK-1042
Assigned team
Operations team
Handoff status
Accepted
Work status
Queued
Status update
Ready to send

The required fields and assignment rule match. Create the work item with the source reference attached. The staff queue now owns the work status; an approved update can be prepared from that status.

Use the verified contact already linked to the request and an approved message template. Keep internal notes out of the update. Sending a message never marks the work complete.

Acceptance checkA valid request produces one matching item with the correct owner and source ID. The update includes only approved fields.

Find the existing item

Source reference
REQ-1042
Work item
WORK-1042
Assigned team
Operations team
Handoff status
Replay recognised
Work status
Queued
Status update
No duplicate update

The same source event arrives again. Find the saved operation using its stable event ID. Return the existing result, or resume pending work, while retaining the link to the same work item.

Save the event ID with a pending operation before processing. Use a destination idempotency key where supported, and reconcile an uncertain write before retrying. A key prevents duplicates only within the destination’s documented limits.

Acceptance checkReplay the same event, including after a timeout. Confirm one work item, one source reference and an audit record of the replay.

Hold for a person

Source reference
REQ-1042
Work item
Not created
Assigned team
Unassigned
Handoff status
Held for review
Work status
Not created
Status update
Not sent

The request has no matching owner. Hold it in the Operations review queue with the missing assignment visible. An authorised operator can assign it and resume the handoff.

The review queue and its operator are agreed before launch. The workflow must not invent an owner or label an unassigned request as assigned.

Acceptance checkRemove the owner from the source record. Confirm the visible hold reason, review queue and authorised recovery path.

Reconcile before retrying

Source reference
REQ-1042
Work item
Unconfirmed
Assigned team
Operations team
Handoff status
Pending reconciliation
Work status
Unconfirmed
Status update
Not sent

The queue times out before confirming the write. The work item may already exist. Keep the pending operation and source ID, then look up that reference when the queue is available again.

Retry transient failures within agreed limits. Stop on invalid data or denied access. If recovery is exhausted, show the pending request to the nominated operator with its last known result.

Acceptance checkInterrupt and restore the destination. Reconcile uncertain writes before retrying, then account for every pending request and check for duplicate items.

Keep the work status

Source reference
REQ-1042
Work item
WORK-1042
Assigned team
Operations team
Handoff status
Update needs review
Work status
Queued
Status update
Delivery failed

The work item exists, but the email service rejects the status update. The work remains queued. Delivery is recorded separately so the operator can see what needs attention.

Review a missing or uncertain recipient before sending. Retry a rejected update only after the cause is resolved and any prior delivery attempt has been checked.

Acceptance checkTry a missing recipient and a rejected message. Confirm the work status stays accurate and the failed delivery remains visible for review.

An illustrative, browser-only example. Records are synthetic; nothing is collected or sent. API access, permissions, rate limits and delivery guarantees need checking before a build.

Start with a repeated task

Walk through the current process with Jacky: what starts it, which information moves and where a person makes a decision. Scope one useful handoff first.

Enquiry to quote

Collect a request, create a shared record and assign a follow-up.

Staff retain control of the quote and customer conversation.

Job to invoice

Use a completed job’s recorded details to prepare a draft invoice.

A person reviews it before approved information passes to accounting.

Recurring reports

Gather figures from connected tools into a shared view.

Flag missing information and exceptions for someone to check.

Examples of possible builds. The tools, access and approval steps determine what is feasible.

Connect the right records

Agree which system owns each field and how records match before allowing one tool to update another.

A job becomes an invoice

Illustrative ownership map

Job system
Owns completion details
Accounting system
Owns invoice number and payment status
Stable job ID
Connects the two records

Make the match explicit

Names alone may not identify the right record. Missing IDs, repeated events and two possible customer matches need a defined review path.

Agree which fields can change and whether updates go one way or both. Test how to see what completed and resume a partial run without creating a second record.

Approvals and responsibility for failed matches belong in the scope.

Ready to operate

Test the handoff

Name the source record, destination record and person responsible when they do not match. Review a successful run, duplicate event, missing information and interrupted delivery before switching the workflow on.

The agreed handover covers configuration or code, test evidence, an operating guide and how to pause, reconcile and resume processing. Include failure alerts and their owner; see observability engineering.

Agree on upkeep

Record account control, permissions, credential management, provider limits and ongoing charges. Decide who receives failures and maintains the connection when a provider changes its system.

Code ownership and third-party licensing belong in the project agreement. Any ongoing support has its own scope and response terms.

Start with an assessment

When the workflow or access needs investigating first.

Where AI fits

Fixed rules can cover many repeated tasks. Interpreting text, searching documents or preparing a draft may benefit from AI, depending on the source material and the consequences of a wrong result.

We agree what information a tool receives and where a person reviews the output. Snoogz’s in-house AI development system does not make AI a requirement for your workflow.

Before we start

Will this replace our existing tools?

It may connect them. We’ll first check what they support and whether the required data and actions are available. A custom interface can be considered when a connection alone does not cover the work.

Can we start with one task?

Yes. A defined workflow makes it easier to agree on the inputs, expected result and review steps. Further work can be scoped after that first task is understood.

Who owns the workflow?

Code ownership, account control and third-party licensing should be recorded in the project agreement. We’ll discuss these alongside handover and ongoing support before building.

Show us the repeated work

Start with the task you want to improve. After the five-question brief, add the tools, what starts the task, how often it runs and any exceptions to the email before you send it.

Start a project Review your brief, then continue in email.
Prefer email?jacky@snoogz.ca

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Start a project
Snoogz Software

What would you like to start with?

Five short questions, then a brief you can review and email. Projects can cover integrations, internal tools, websites or observability.