The work between your tools, done by software
Every company has steps that someone repeats every week: copying data from one system to another, assembling a report, chasing an approval. We turn them into small, monitored workflows, run them for you and show you what they did.
Anything with a trigger, a rule and a result
If you can describe it as "when this happens, do that, unless", it is a candidate. The tools you already use stay; we connect them.
Data sync
Customers, orders, invoices and tickets kept consistent between CRM, accounting, support and spreadsheets.
Reports
Numbers pulled from several systems, assembled on a schedule and delivered where people read them.
Approvals
Requests routed to the right person, reminders when they stall, a record of who decided what and when.
Documents and mail
Contracts, offers and letters generated from your data, sent, filed and tracked without copy and paste.
Audit, build, run
Three stages, each with its own output. You can stop after any of them and keep what was produced.
Audit
Two to three days with your team. We list the repeated steps, measure how long they take and which systems they touch, and rank them by effort saved against effort to build.
Output: a ranked list with estimates, yours to keep.
Build
We implement the top of the list, one workflow at a time, with the people who do the work today checking each one. Every workflow logs what it did and fails loudly, never silently.
Output: running workflows and their source code in your repository.
Run
We host and monitor the workflows, fix them when a connected tool changes its API, and report monthly on runs, failures and time saved. Or we hand them over to your IT.
Output: a monthly report and a dashboard you can open any time.
Examples of what gets built
Patterns we see in most audits, described generically. [TODO: replace with real engagements once there are some to name.]
Lead to CRM to first reply
A web form or inbox lead is deduplicated, enriched, created in the CRM, assigned by region and answered with a first email within minutes.
Invoice intake and approval
Supplier invoices read from a mailbox, matched to purchase orders, routed for approval above a threshold and booked in accounting with the PDF attached.
Monday numbers
Sales, support and finance figures collected from four systems every Monday at 7:00, compared with last week, and posted as one message with a link to the detail.
Onboarding and offboarding
A new hire in the HR system creates accounts, licences and calendar invites; a leaver removes them the same day, with a checklist for what needs a person.
Documents from data
Offers, contracts and certificates generated from the record in your system, sent for signature and filed back against it.
Monitoring with a human in the loop
Checks on stock levels, deadlines or SLA timers that alert the right person with context and a button to act, instead of a dashboard nobody opens.
Find out what is worth automating
The audit is a fixed-price package of [TODO: days] days. You get the ranked list whether or not we build anything afterwards.