Entering data again
An employee transfers the same details between applications. Every day, it takes time away from their other work.
The cost: time spent copying instead of helping customers.
Process automation
Free up hours spent on repetitive work
Less copying. More time for customers.
Invoices get entered twice. Data moves between spreadsheets by hand. Reports take hours to assemble. We automate these steps in the systems you already use, giving your team more time for customers.
Illustrative flowThe enquiry journey
- Enquiry received
via the web form
- Validate details
confirm they are genuine
- Add context
person and occupation
- Assign in CRM
to the assigned owner
- Contact the client
after approval
Where the hours go
The work that eats into your team’s day
Unnoticed enquiry
The customer has written, but the person responsible has yet to notice the message. Work on the enquiry has not started.
The cost: a delayed reply and a waiting customer.
Missed task
Occasional tasks are easy for the team to overlook. When they are needed, nobody remembers to carry them out.
The cost: rework and unfinished tasks.
How we help your team
We connect routine tasks. Your team handles the difficult cases.
For teams copying between forms, spreadsheets, CRM and email. We connect them into a process with a named owner and an alert when something fails.
Connected records
Form submissions reach your spreadsheet, customer database and email without an employee transferring them.
The next step is recorded
Tasks, reminders and reports follow agreed rules. You can see what is done and what needs a person.
Problems trigger an alert
A problem triggers a notification to you, so you know the process needs attention.
Some tasks require understanding text or choosing an action. We can include an AI agent for those tasks. The remaining steps follow the defined rules.
Explore AI agentsExample
See how the work moves
These simplified diagrams show real processes. See which actions run automatically and where a person takes part.
A person reviews and sends. The other seven steps run automatically.
- Trigger event
- A customer submits a request
- Finished output
- The customer receives the quote and the system keeps a copy. No response triggers a follow-up.
- The manual work
- Each new request meant an employee had to repeat the entire nine-step routine manually.
Illustrative processPink marks AI steps and white marks human steps. All other actions are automatic.
- Capture request
save automatically
- Identify the need
from the customer’s text
- Calculate amount
using rates and stock
- Fill in template
with quote details
- Prepare message
attach the quote file
- Person checks
before sending
- Person sends
presses the button
- Keep a copy
of the finished quote
- Request a reply
when no reply arrives
Working with us
From one problem to a working solution
01 Choose a starting point
We walk through your daily work together. We identify where automation makes sense and where it does not. You get that assessment at the start.
02 Build and test the solution
We connect the required actions across your systems. We test missing data, unexpected requests and outages. We check that a person receives the task when intervention is needed.
03 Monitor the first weeks
You name the person on your team responsible for the process. We prepare a way to return to the previous setup if needed. After launch, we monitor execution during the first weeks.
Before it goes live
We try to break it. Here’s what we feed it.
Before launch, we test the automation with difficult cases from your team’s daily work to check how it responds and when it calls for a person.
- An enquiry with no phone number
- Asks for the missing detail
- An invoice with an incorrect VAT number
- Hands over with a note
- CRM unavailable for 5 minutes
- Retries, then raises an alert
- The same customer entered twice
- Merges without a duplicate
- A 40 MB file instead of 2
- Notifies the person responsible
What to know before starting
Can we keep the software we use?
Yes, we work with your existing tools. We connect your customer database, spreadsheets and email. In the first conversation, we identify any tool that cannot be connected.
Who takes over when something fails?
A failure triggers a notification and a handover for manual handling. We test this before launch, including whether the task reaches the responsible person.
How do we set data access?
Before launch, we document the permitted data, the responsible person and the response to errors. This defines what information the automation uses and who is accountable for its output.
When can we start using it?
We agree a timeline after reviewing the work and what your systems support. We address the most pressing task first. We expand once it runs without your constant supervision.
Is it worthwhile for a small team?
The frequency of the task matters more than headcount. A small team can still have substantial repetitive work. In the analysis at the start, I assess whether your process warrants automation.
Let’s look at your work
Which process takes up most of your time?
Show me how it works today. In the analysis at the start, I will discuss with you which steps are worth automating and which should stay with a person.