civicflow

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CivicFlow | Township Workflow Automation for Microsoft 365
Township workflow automation · Microsoft 365

Nothing falls through the cracks in your township anymore.

CivicFlow turns resident requests into tracked, assigned, and resolved cases — using the Microsoft 365 tools your team already has. No new software. No long rollout. Live in 14 days.

No new software
Built on Microsoft 365
Live in 14 days
AI assists. Humans decide.
100%of requests tracked with a case number
< 1 daysame-day acknowledgment becomes standard
14 daysfrom kickoff to live workflow
0 guessworkclear ownership, follow-up, and escalation
Designed for small township teams

Built for township administrators, clerks, trustees, and local government offices still handling resident requests through phone calls, email, paper forms, or scattered inboxes.

Built from real operational experience

We didn't build this from the outside.

CivicFlow grew out of nine years of operational work inside The Avalon Foundation — a working organization where broken intake processes had real consequences for real people.

We didn't study this problem as consultants. We solved it under pressure with small teams, limited resources, and no margin for error. We know what breaks because we were the ones who had to fix it when it did.

We build for organizations where a dropped request isn't just an inconvenience — it's a failure of public trust. That's not a positioning statement. It's where we came from.

CivicFlow is a product of Avalon Systems · Northwest Ohio

9 Years of operational practice building and breaking real intake systems
14 Days from kickoff to a fully live workflow inside your Microsoft 365 tenant
0 New platforms required — everything runs inside what you already pay for
Why townships specifically

Small township offices handle the same volume and complexity as larger departments — with a fraction of the staff. When the process lives in one person's head, turnover becomes a crisis. CivicFlow makes the process survive the people, not the other way around.

The problem

This is how most township requests are handled today.

Calls become sticky notes. Emails sit in a shared inbox. Paper forms land on a desk. Residents call back and staff have to start over because there is no case number, no ownership, and no audit trail.

It's not a staffing problem. It's not a motivation problem. The process was never designed — it just accumulated.

When a resident calls back, you start over. That is the operational failure CivicFlow removes.
What happens today in most townships
Calls go to voicemail or get written down by hand
Emails sit in a shared inbox with no tracking
Paper forms live on a desk — not in a system
No case number for residents to reference later
No clear owner for who handles what next
Follow-up depends entirely on memory
When a key person leaves, the process leaves with them
What CivicFlow changes immediately

Every request becomes a tracked case from the moment it is submitted.

Residents get acknowledgment. Staff get assignment clarity. Leadership gets visibility. Nothing gets lost.

Case IDEvery request gets a reference number instantly — residents can follow up without starting over.
Auto-routingZoning, roads, code, and admin requests go to the right person automatically.
Same-day acknowledgmentResidents know their request was received before anyone manually touches it.
Built-in follow-upEscalations fire automatically if a case sits too long — no one has to remember.
Before CivicFlow

Manual, inconsistent, hard to see

No unified intake — requests arrive through five different channels
Manual triage based on who saw it first
Inconsistent response timing and quality
No audit trail when questions arise later
No visibility into what's open, pending, or overdue
With CivicFlow

Structured, visible, and in control

Every request captured in one place — regardless of how it arrived
Automatic routing by request type and urgency level
Consistent responses — same quality whether it's Monday or Friday
Full case history in SharePoint — permanent audit trail
Real-time visibility into every open case and its status
Interactive demo

See exactly how a real request is handled.

Select a request type to walk through intake, routing, AI drafting, and follow-up — end to end. This is the same system that runs in Microsoft 365.

✓ 1Form submitted
✓ 2Auto-routed
✓ 3Priority set
→ 4AI draft ready
5Staff review
6Response sent
7Follow-up
Case TWP-2026-0178 · April 13, 2026 · 3:42 PM

Zoning Permit — Detached Garage Construction

● New Medium Priority Zoning Inspector

Sarah Thompson at 456 County Road 12 requests a zoning permit for a 24×30 detached garage. She has reviewed setback regulations and believes her project complies.

IF RequestType = "Zoning Permit"
→ WorkflowArea = "Zoning"
→ AssignedTo = Zoning Inspector
→ Priority = "Soon → Medium"
→ FollowUpDue = +7 days
✦ AI Draft — awaiting staff review Dear Ms. Thompson, thank you for your zoning permit request. We have logged your application under case TWP-2026-0178. Our Zoning Inspector will review within 7 business days and contact you regarding next steps and payment.
Case timeline
3:42 PM — case created in SharePoint
3:42 PM — auto-routed to Zoning Inspector
3:42 PM — auto-reply with case ID sent to resident
3:43 PM — AI draft ready for staff review
Apr 20 — follow-up reminder scheduled
Resident auto-reply sent immediately "Your request has been received under case TWP-2026-0178. You will hear from us within 7 business days."
✓ 1Form submitted
✓ 2Urgent route
✓ 3High priority
✓ 4AI draft ready
→ 5Staff review
6Response sent
7Escalation
Case TWP-2026-0179 · April 13, 2026 · 4:11 PM

Road Complaint — Pothole Safety Hazard

🔴 Urgent High Priority Roads Supervisor

Large pothole on eastbound County Road 8, approx. 0.5 miles north of US-20. Worsening after recent rain. Safety hazard — vehicles swerving to avoid it.

IF RequestType = "Road/Pothole" AND Urgency = "Urgent"
→ WorkflowArea = "Roads/Maintenance"
→ Priority = "Urgent → High"
→ AssignedTo = Roads Supervisor
→ FollowUpDue = +48 hours
✦ AI Draft — awaiting staff review Dear Mr. Kowalski, thank you for reporting this hazard. Case TWP-2026-0179 has been flagged urgent and assigned to our Roads crew. The location on County Road 8 will be assessed within 48 hours.
Case timeline
4:11 PM — case created, urgent flag detected
4:11 PM — high priority set, routed to Roads Supervisor
4:11 PM — resident auto-reply with case ID sent
4:12 PM — AI draft ready for staff review
Apr 15 — escalation fires if unresolved
🚨 48-hour escalation window If Roads Supervisor has not updated the case by April 15 at 4:11 PM, an escalation alert fires automatically to the Township Administrator.
✓ 1Form submitted
✓ 2Auto-routed
✓ 3Priority set
✓ 4AI draft ready
✓ 5Staff reviewed
→ 6Response sent
7Follow-up
Case TWP-2026-0180 · April 14, 2026 · 9:15 AM

Code Complaint — Junk Vehicle Storage

In Review Medium Priority Code Enforcement

Three unlicensed, apparently inoperable vehicles parked on front lawn at 812 Township Road 4 for over six months. Resident believes this violates township ordinances.

RequestType = "Code Complaint"
→ WorkflowArea = "Code Enforcement"
→ AssignedTo = Code Enforcement Officer
→ Priority = "Soon → Medium"
→ FollowUpDue = +7 days
Measured outcome

32 minutes — submission to reply

9:15 AM — case created, routed to Code Officer
9:16 AM — AI draft ready for review
9:47 AM — officer reviews, approves, sends
Apr 21 — follow-up deadline set
✓ Response sent in 32 minutes Staff reviewed the AI draft, confirmed it was accurate, approved — and sent. The workflow was already staged before anyone opened the case.
✓ 1Form submitted
✓ 2Auto-routed
✓ 3Priority set
→ 4AI draft ready
5Staff review
6Response sent
7Follow-up
Case TWP-2026-0181 · April 14, 2026 · 11:02 AM

General Concern — Drainage Ditch Overflow

● New Medium Priority Township Administrator

Drainage ditch along north side of 78 Township Road 11 overflowing onto lawn after heavy rain — third time this spring. Resident unsure whether this is a township or property-owner responsibility.

RequestType = "General Concern"
→ WorkflowArea = "General Admin"
→ AssignedTo = Township Administrator
→ FollowUpDue = +7 days
✦ AI Draft — awaiting staff review Dear Mr. and Mrs. Meyers, thank you for reaching out. We have logged your drainage concern under case TWP-2026-0181. Our office will review and be in touch within 7 business days regarding responsibility and next steps.
Why this matters

General requests stop disappearing.

This is often the biggest hidden gap. Requests that don't fit a narrow department category used to fall into a void. Now they have a case number, an owner, and a deadline.

11:02 AM — case created
11:02 AM — routed to Township Administrator
11:02 AM — resident auto-reply with case ID sent
11:03 AM — AI draft ready for review
Apr 21 — follow-up deadline
How it works

What happens when a resident submits a request.

Simple enough for non-technical staff. Structured enough that nothing falls through the cracks regardless of who is in the office that day.

01

Resident submits

Online form, phone-assisted entry, or walk-in — captured in a consistent format every time.

02

Case is created

The request receives a reference number instantly inside Microsoft 365. Resident gets an auto-reply.

03

Auto-routing runs

Zoning, roads, code, and admin cases go to the right person automatically based on request type.

04

Priority is set

Urgent requests follow a 48-hour path. Routine requests follow a standard 7-day timeline.

05

AI drafts response

A staff-ready draft is prepared. Nothing goes out until a human reviews and approves it.

06

Follow-up is scheduled

If no action by the deadline, an escalation reminder fires automatically. Nothing gets forgotten.

What changes immediately

Outcomes your township can feel within the first week

100% of requests tracked — nothing accepted without a case number
Same-day acknowledgment becomes the default, not the exception
Clear ownership on every case — no more "who has that?"
Response times drop — often to the same hour for routine requests
Follow-ups happen automatically — staff memory is no longer the system
The process survives staff changes — it lives in the system, not a person
Risk removal

This is not a risky change for your office.

No data leaves Microsoft 365 — ever
No AI message goes out without staff review and approval
No replacement of staff judgment — CivicFlow supports it
No major disruption to go live — staff keep using familiar tools
No new software platform to buy, train on, or maintain
No long contract — cancel with 30 days notice
Get started

See what this would look like in your township.

We will map your current intake process, show exactly where requests are slipping, and walk you through how CivicFlow would work in your Microsoft 365 environment.

No commitment required. Takes about 15–20 minutes. We assess fit before proposing anything.

Get Your Workflow Mapped →
✓ No commitment ✓ 15–20 minutes ✓ We assess fit first ✓ We respond within one business day
Get Your Workflow Mapped →