Current workflow map
Identify where information comes from, who owns it and where effort is repeated.
Move work forward without moving the same data twice.
We pick one repetitive task and start with the smallest automation that helps.
What we plan together
One workflow first. Expand after learning. Start with one flow, such as collecting enquiries, drafting quotes or reminders; connections are verified during discovery.
A bounded pilot
Define one workflow, access roles and acceptance criteria for the first implementation.
Error and follow-up handling
Agree what happens with missing data, failed connections and duplicate operations, and who intervenes.
Scope matters
Your accounting software keeps running. Agree which apps connect, which data moves and which steps need approval.
Start with one task worth simplifying.
Start with one form, inbox or spreadsheet. Plan a small workflow to collect incoming work, show its owner and keep track of the next action.
See the request and quote exampleWhat to bring to discovery
- The current steps of the task you want to automate
- Your tools and an anonymised example record
- Who approves actions and how success will be measured
Questions before we start
Does automation require AI?
Not always. Field transfers, status tracking and fixed rules can often work without it. AI is considered for a suitable task such as interpreting unstructured text.
Can you connect every tool we use?
We do not assume that. APIs, authorisation, usage terms and data access are checked. Without a suitable connection, an alternative flow or manual step may be necessary.
Does the system decide quote prices?
It can prepare drafts from service templates; the business controls scope and pricing. Sending and consequential actions remain subject to human approval.
How do we measure success?
Record the baseline before the pilot, then compare relevant measures such as missing records, quote preparation time, delayed follow-ups and support effort. We do not promise savings before measuring them.
Have a project in mind?
Tell us what you do, what needs to improve and what you already have. We will clarify the scope before proposing a solution.