A recruitment agency, 17 people, calling clients from personal phones and SIM cards they'd bought themselves. No recording, no routing, no link to the CRM. Nobody could see who called whom, or what happened after.
The number that moved wasn't obvious. We set up an auto-attendant...
Up to 400 documents a month. 5 people in the chain. Zero manual forwarding.
The routing rules were the easy part. The problem was documents matching two rules at once - an invoice that's also a contract amendment. My first version sent those to both the accountant and the lawyer....
Small design decision that saved a lot of noise: if the tax ID is missing or malformed, the check stops right there.
It would be easy to run every step anyway and return a wall of errors — bank mismatch, address mismatch, signatory mismatch. But all of those are meaningless if...