Marketing Request Automation on SharePoint
Marketing Request Automation, built by TechRam on SharePoint, replaces requests arriving by email and Teams message with no queue and no way to see what was promised. One request form routes by the type of work, with states from received to delivered, and reminders on anything that stalls along the way.
- Request Management
- NDIS & Disability
The problem it replaces
Requests arriving by email and Teams message, with no queue and no way to see what was promised.
What it does
One request form, routed by the type of work, with states from received to delivered and reminders on anything stalling.
Under the hood
- SharePoint list
- Power Automate routing and reminders
- Forms as the light capture version
Common questions
01. Do we need a marketing work-management tool?
No. It is a SharePoint list with Power Automate handling the routing and the reminders, and Forms as the light capture version, on licences you already hold.
02. Requests arrive by email and Teams message. What changes?
One request form, routed by the type of work, with states from received to delivered — so there is a queue, and a record of what was promised.
03. What stops a request going quiet?
Reminders on anything that stalls. A state that has not moved is visible, rather than being noticed when somebody chases it.
04. Has marketing request automation been built before, or are we the first?
Everything in this catalogue has been built for a real client — that is the rule of the catalogue. Yours will differ in the details, because the process differs, but the shape is proven rather than proposed.
05. How long does marketing request automation take to build?
Weeks rather than months for something this size. The scope is agreed in writing first, and the number does not move afterwards because the work turned out harder than we expected.