# Job Request Form Check: Ask Only for What's Missing

Source: https://maito.app/workflows/ask-customers-only-for-missing-job-details

Maito checks each request against your checklist, lists what's there and what's missing, and drafts short questions so customers don't repeat themselves.

Maito checks each request against your checklist and asks only for what's missing.

[Sales](https://maito.app/workflows/team/sales) · [Construction](https://maito.app/workflows/industry/construction) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)

## How do you ask customers only for missing job details?

To ask customers only for missing job details, give Maito your intake checklist. When a request arrives from email or a form, it checks each item, lists what you have, and drafts questions for what's missing. After you approve, it sends them, then adds the reply to the case.

## How it's done today

The estimator sends several ad hoc questions and loses track of the replies.

## What Maito does

1.  Compare the request with the checklist for that service
2.  List what's missing
3.  Draft only those questions
4.  Attach the replies to the case

## Example

Loop run: New remodel request on the website form

**Maito** (1:05 PM):

Brian Ko's kitchen remodel request has 5 of 8 checklist items. Missing 3.

Have: room size 12 x 14 ft, new cabinets and counters, start in January, 4 photos, address, phone.

Draft questions:  
1\. Are any walls, the sink or the gas line moving?  
2\. Which appliances stay and which are replaced?  
3\. What budget range are you working with?

Catch: the last line of his email says he wants to "open up the wall to the dining room". That's a layout change, so question 1 is likely yes, and it may need a permit. Your call.

**Luis** (1:12 PM):

Send 1 and 2, skip the budget question for now.

**Maito** (1:13 PM):

Sent two questions to Brian, copy to you. I'll attach his reply to the case and tell you here when both are answered.

## How to set it up

When something happens Ask customers only for missing job details

Ask your agent

“When a new remodel request comes in through the website form, compare it with our checklist for that job type and post what's missing in #estimates for Luis, with the questions drafted.”

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Use forms

-   Typeform
-   Tally

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It asks for what your checklist says. It can't judge a job on its own, and for scope or permit questions you make the call.

## Questions

### How does it know what's missing?

It compares the request to your checklist, using the customer's email, form answers and photos.

### Does it send the questions automatically?

No. You approve, or edit, the questions first. You can drop any you don't need yet.

### What if the customer mentions something that changes the job?

Maito flags it, such as a layout change that may need a permit, and leaves the decision to you.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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