Derek Rose's global operations team collected operational data — orders, returns, agent reports — via JotForm, but processing was entirely manual and inconsistent. Agents in different countries reported irregularly, and insights were delayed. Metawork built an AI agent that automatically processes every JotForm submission, extracts structured data, generates executive summaries, routes them to the right stakeholders, and sends automated monthly reminders to agents.
Challenges
Operational data collection required manual processing
Reporting by agents across different countries was irregular and inconsistent
Lack of insight and delays were common
Goals
Build AI agent to automatically process JotForm submissions
Extract structured data from submissions
Route summaries to correct stakeholders automatically
Results
Form submissions automatically processed by AI agent
Monthly report reminders sent automatically to agents
Manual processing time eliminated significantly
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