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Purpose: capture and clarify an incoming request so the next step has the right information. Inputs to check: the actual request, customer identity, material or product references, requested quantities and units, and attachments the workflow is permitted to use. Configure and inspect: open the available Intake workflow in Agents. Check the supported input channel and workflow controls before changing them; do not assume every inbox or uploaded document feeds Intake. Connections: the input channel provides the request; source records support identification. A downstream quoting task needs a verified handoff, not an assumed one. Example: a customer requests a material without specifying quantity. Capture the known details and flag the missing quantity rather than inventing it. Review: check extracted fields against the original request. Follow any supported review step before a proposed downstream action proceeds. Continue with Approvals, Results and evaluations, or return to Workflows.