Workflow Automation
Workflow Automation That Connects the Systems You Already Use
The slow part is rarely the task itself. It is the handover between people and between systems that do not talk to each other. Workflow automation moves the work across them, on infrastructure you own.
What It Does
Typical Workflows
In many businesses the same details get typed two or three times. From a message into a spreadsheet, from the spreadsheet into the accounts, from the accounts into a reminder. Each handover is a chance for delay or error. Automating the handover keeps the information moving and leaves a record of each step.
Between Systems
Takes a record from one system, reshapes it, and writes it to the next: an order into stock, a booking into a calendar, a sale into accounts.
Reconciliation
Matches mobile-money or bank statements to your records and lists the mismatches for a person to review.
Enquiry Routing
Reads incoming messages, works out what is being asked, and sends it to the right person with the details attached.
Regular Summaries
Pulls together the daily or weekly figures your team compiles by hand, in the format they already use.
How It Works
From a Manual Process to an Automated One
- 1
The process is mapped as it really happens, including the workarounds.
- 2
The steps that stay with a person are agreed and written down.
- 3
You sign off a plain-language summary of the requirements.
- 4
We build it, check your cloud account or VPS, and roll it out in stages with a rollback plan.
- 5
You get the documentation and runbooks at handover.
Working Together
What You Provide, and What Stays With You
What We Need From You
- Access to the person who does the process today
- The systems involved, and least-privilege accounts for them
- Examples of real inputs and the expected results
- A cloud account or VPS in your name
What It Will Not Do on Its Own
- Anything that reaches a customer or a prospect
- Irreversible actions
- Records the rules cannot match
Is It a Good Fit?
Who It Suits
- Information is copied by hand between systems
- Work waits because someone forgot to pass it on
- You compile the same report by hand every week
- Your systems are about to be replaced. Automate after the change
Systems These Workflows Often Touch
Questions
Common Questions
What if one of our systems has no way to connect?
Which systems can be connected is part of the requirements summary you sign off before we build.
What happens when something fails?
Every change has a rollback plan. With the managed service, monitoring and incident handling are included.
More Solutions
Related Solutions
Customer Support AI
Answers the routine questions and sorts the rest for your team.
See the Solution →Sales Automation
Collects and sorts your leads and drafts follow-ups for your team to approve.
See the Solution →Document Processing
Reads invoices, statements and forms, checks them against your records and files them.
See the Solution →Which Handover Costs You the Most Time?
Start with a free, no-obligation process audit of that workflow.
Book a Free Audit