Briefly describe what you want this automation to accomplish.
What specific issues or manual steps are slowing you down?
The exact tasks or steps to automate. Include key actions or triggers if possible.
Portal Configuration
What should be added or changed in your portal — pages, access, branding, features.
Integration Support
e.g., QuickBooks, Zoom, Mailchimp, your website.
Access Note: If we need access to a third-party system, our team will follow up with a secure process. Never send passwords through this form.
Tech Issue or Support
What you were doing, what happened, and what you expected. Include links or screenshots below.
Paste links to your files here — your shared MBM360 Google Drive folder, Dropbox, etc. (a subfolder named after your request keeps things tidy). You can also reply to your confirmation email with files attached.
If a disclaimer or trigger warning is needed, describe the sensitive topics and the wording you'd like used.
Select option
Urgent requests are subject to approval and may require expedited timelines or additional resources.
I understand that changes or additional information provided after submission may cause delays and impact delivery timing.