Automatic Routing for Ideas and Teams

How does automatic routing work in Ideanote?

Ideanote routes ideas based on content or metadata you define. When someone submits an idea, the system looks at fields like department selection, category dropdowns, or user information. You set up rules that direct the idea to the right owner, team, or stakeholder based on these inputs.

The system applies automatic tags, categorization, titles, summaries, and even sentiment analysis to ensure each idea reaches the correct person. Stakeholders receive notifications and see only the ideas relevant to them through filtered views.

Can I route ideas to specific teams or departments based on submission fields?

Yes. You set rules based on form inputs like dropdown selections or user department. When someone submits an idea and selects a category or department, Ideanote routes that idea to the corresponding team or stakeholder automatically.

This eliminates manual triage. Ideas move directly to the right department without you sorting through submissions or manually assigning them.

Can I assign reviewers automatically instead of sharing ideas manually?

Yes. Automatic routing assigns ideas to the right reviewers based on your rules. When an idea arrives, the assigned stakeholder receives a notification and sees the idea in their filtered view.

You do not need to manually share each idea for review. The system handles the handoff and notifies the people responsible for evaluation or approval.

Can I balance workload across multiple reviewers?

Ideanote routes ideas to designated owners based on rules you define. You assign stakeholders based on metadata like category, department, or content. This distributes ideas according to responsibility rather than equal division.

For evaluation workflows, you control who reviews which ideas through your routing rules and filtered views. Each reviewer sees only the ideas assigned to them.

When do stakeholders get notified about routed ideas?

Stakeholders receive notifications as soon as an idea is routed to them. You set up the notification rules as part of your workflow. Notifications tell the right people that an idea requires their action.

You also create filtered views for each stakeholder. They see only the ideas they own or need to review, so they know exactly what requires attention.

Can I use a central inbox and then route ideas to different collections?

Yes. You create a catch-all idea collection that receives all submissions. Then you set routing rules to move ideas into specific collections based on content or metadata.

This approach lets you centralize intake and organize ideas into the right spaces for each team or department. Stakeholders work within their own collections without seeing unrelated submissions.

Can I route ideas from external tools like email or chat into Ideanote?

Yes. Ideanote imports ideas from external tools like help chat services or email. Once imported, the routing rules apply the same way they do for direct submissions.

You also export ideas to other tools if needed. This keeps your innovation process connected to existing workflows and ensures ideas from any source reach the right stakeholder.

Can AI help route ideas to the right department or owner?

Ideanote uses AI to analyze idea content and generate automatic summaries, sentiment analysis, categorization, and tags. These outputs feed into your routing rules.

For example, the AI categorizes an idea by department or topic. Your routing rule then directs that idea to the corresponding stakeholder. This reduces manual review and speeds up the handoff to the right team.