Concept Project. The requirements, architecture, features and technology below describe a proposed build. Testing is planned; no delivered client results are claimed.
Problem
High enquiry volume can make initial review inconsistent, while fully automated decisions introduce unnecessary risk.
Requirements
- Summarize only information supplied with an enquiry.
- Apply explicit qualification criteria.
- Require a person to approve the suggested next action.
Solution
An assisted workflow concept that summarizes known information, applies agreed criteria and leaves approval with a person.
Architecture
Enquiry context
Proposed: a workflow loads the enquiry and approved qualification criteria.
Assisted review
Proposed: the OpenAI API prepares a structured summary and marks missing information for review.
Human decision
Proposed: store the summary with its source context and require approval before subsequent actions.
Main Features
- Structured lead summary
- Qualification criteria
- Human approval point
- Audit-ready context
Technology Stack
Proposed technology stack.
- OpenAI API
- Supabase
- n8n
- TypeScript
Challenges
- Design consideration: prevent unsupported information from appearing as fact.
- Design consideration: treat instructions embedded in enquiries as untrusted input.
Testing
Planned
- Evaluate missing, conflicting and adversarial enquiry content.
- Check that summaries can be traced to supplied information.
- Verify that downstream actions require human approval.
Screenshots
Demo
No public demo is available.
Result
Concept only. No model evaluation results, qualification accuracy or business impact have been established.
What I Learned
Implementation lessons will be added after this concept has been built and evaluated.
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