A connected workflow
An agreed trigger, field mapping, and integration path for the systems in scope. Deterministic rules handle work that does not need AI.
Process automation
Business process automation. From intake to approval.
Connect the routine steps between a request and its next owner. Build a workflow around your existing tools, with clear rules, visible exceptions, and a way to recover when an input or integration fails.
Invoice queue
A useful handoff
Every item has a next step.
| Incoming item | Workflow check | Next step |
|---|---|---|
| Supplier invoice | Required fields present | Finance reviews the draft |
| Repeated attachment | Possible duplicate | Confirm the original record |
| Invoice without an order | Purchase reference missing | Request the reference |
The workflow prepares the record and explains exceptions. Finance owns the approval.
Built around your work
When this makes senseRecognize
Recognize
the friction?
A process can cross five tools and still depend on someone remembering to copy a field. That is where work disappears, versions diverge, and follow-ups become a second workload. Automating the whole process blindly only makes those problems move faster.
A good fit when…
People copy the same information between an inbox, a spreadsheet, and a business system.
Requests wait because their status, next step, or responsible person is unclear.
A repeatable process works for ordinary cases but has no reliable route for exceptions.
Tangible work
What you take away.
Visible exceptions
A review queue with the reason a record stopped, its source, and the person responsible for resolving it.
Operating instructions
How to rerun safely, prevent duplicate actions, check failures, and continue manually when a dependency is unavailable.
Put it to workReal tasks.
Real tasks.
A more useful way through.
Find a starting point for your team.
01
Prepare invoices for review
Bring extracted fields, purchase-order checks, and mismatch notes into one finance handoff.
Explore the workflow 02Give requests a clear route
Collect the required details, apply agreed routing rules, and show who needs to decide next.
Explore the workflow 03Make lead ownership visible
Turn incoming inquiries into assigned work, with uncertain matches held for review.
Explore the workflowOne possible workflow
From input to a clear next step- 01 / The starting point
An invoice arrives in a shared mailbox.
- 02 / The right context
Check the supplier, purchase order, and required fields against agreed records.
- 03 / Prepared for review
Prepare a structured record and route any mismatch to the right queue.
- 04 / A person decides
A finance reviewer decides whether it is ready for the next step.
From first conversation to handoffA clear start.
A clear start.
An agreed finish.
- 01
Trace one complete cycle
Use ordinary and awkward examples to identify triggers, missing fields, waiting states, and approvals.
- 02
Build a bounded path
Connect the approved systems, include duplicate protection, and make exceptions visible rather than guessing through them.
- 03
Test the handover
Try failures and reruns with the workflow owner. Agree monitoring responsibilities and a fallback before activation.
Agree the scopeAgree the scope
Agree the scope
and the limits.
Payment release, destructive updates, external messages, and other consequential actions need explicit authorization. Legacy systems, access restrictions, and undocumented rules may change the scope; a connector is not assumed to exist.
Security and data questions ↗A few useful answers
Before we begin.
What does a first automation scope include?
Start with one trigger, a defined output, the systems it touches, and the person responsible for exceptions. The scope can include field mapping, a connected workflow, a review queue, and operating instructions. Test missing information, repeated inputs, and failed handoffs before activation.
Does process automation require AI?
No. Rules and standard integrations suit structured, predictable steps. AI can be considered where a task needs help with unstructured text or documents. Choose each step around its required behavior, and give uncertain results a review path.
What determines the cost of workflow automation?
Cost depends on the number of systems and branches, integration access, data cleanup, exception handling, and the actions the workflow will take. Ongoing costs may include hosting, platform subscriptions, and model usage. Identify those separately from the implementation estimate.
How long does an automation project take?
The schedule depends on the agreed workflow, access to test systems, and how quickly business rules can be confirmed. Missing interfaces, unstable source data, and approval requirements can change the work. Set the delivery plan after checking those dependencies with the workflow owner.
Can we keep our current software?
Assess the current tools first. Available APIs, exports, webhooks, account permissions, and usage limits determine the integration path. A connection is only part of the work: record identifiers, field meanings, retries, and duplicate prevention also need testing with representative data.
Who runs the automation after handoff?
Agree an operating owner for failed runs, source changes, access renewal, and manual fallback. The handoff should explain how to inspect a stopped record and rerun safely. Continuing monitoring or support is included only when its scope and responsibilities are agreed.