Workflow automation
Connect routine steps across the applications and teams involved, so the next action follows the process you have agreed.
- Intake, routing and reminders
- Approvals, records and status updates
- Exception paths and accountable owners
Connect your systems.
Automate the handoffs.
Build AI and automation into the work your teams already do. Read documents, find company knowledge and move tasks between systems, with clear boundaries for the decisions that stay with people.
InboxClient records
Request review
Request received
Record matched
Changes held for approval
Put AI to work
where the work happens.
A useful solution begins with a defined task. We connect the information, rules, systems and people needed to move it forward.
Document intelligence
Turn incoming documents into information the next step can use, with incomplete or uncertain items made visible for review.
- Extract information from forms and files
- Check agreed fields and requirements
- Prepare records and route exceptions
Company knowledge & search
Help employees find and use information from approved internal sources, with references they can check.
- Policies, procedures and internal knowledge
- Source references and access rules
- Handling for missing or conflicting information
Task-focused AI agents
Give a defined task an assistant that can gather context, prepare work and use approved tools within agreed limits.
- Research, drafting and request handling
- Bounded actions through approved tools
- Human approval for consequential decisions
One connected workflow.
A clear next step for everyone.
The value sits in the handoffs: information arrives, checks run and the right person has the context to act.
Client onboarding
The agreed documents arrive, key details are extracted and required information is checked. Missing or inconsistent items are routed to the responsible person, while a client record is prepared in the appropriate system.
The designated reviewer checks the prepared record before final approval. The workflow keeps the information and next action together while a person makes the decision.
- Documents checked against agreed requirements
- Exceptions routed with their context
- A reviewable record in the right system
Client intake
Signed terms
Awaiting signature
Required information
Contact details
Company record
Signed terms
Company knowledge search
Connect approved company information so employees can ask a question and review the source behind the answer.
Commercial brief approvals
Check required information, organize feedback and versions, and put release approval with a named owner.
Your tools stay connected.
Your team keeps the context.
Work often spans a CRM, business systems, files and messages. We assess the actual interfaces, permissions, data quality and licensing before committing to an integration.
Salesforce
Customer and operational records.
HubSpot
Contacts, deals and workflow context.
SAP
Agreed business records and transactions.
Microsoft 365
Email, documents and SharePoint information.
Google Workspace
Files, forms and working information.
Slack
Requests, notifications and review handoffs.
Write actions back to a system of record only after the responsible team agrees the access, approval and exception path.
From a recurring task
to an agreed way of working.
Start with a clear problem and the people who own it. Establish the scope before building, then test the workflow against the situations the team actually encounters.
Understand the workflow
Map the people, handoffs, systems and information. Where deeper investigation is needed, commission a separately scoped paid audit.
Current-state findings and priorities
Build the agreed connections
Define the rules, source access and approval points. Implement the workflow and connections covered by the proposal.
Working workflow and integration logic
Test & hand over
Review representative inputs, missing information and exceptions with the team. Provide the documentation and training in scope.
Acceptance checks and an operating handover
Agree how success will be assessed before implementation. Measures might include manual touches, intake completion time, unresolved exceptions or the usefulness of sourced answers.
How we workUseful automation.
Accountable decisions.
The workflow needs clear permissions and a responsible owner. Those decisions are part of the design, alongside the connections and business rules.
Ready for handover
Information and access
Agree which sources the workflow can read, who can use its output and which tools it is permitted to act through.
Approvals and exceptions
Define what runs automatically, what pauses for review and who makes the consequential decision, with enough context to act.
Adoption and ownership
Prepare the team to use the workflow and assign its ongoing owner. Changes and optional maintenance follow an agreed scope.
Questions before
we start.
When does a task need AI rather than conventional automation?
Predictable steps can often use rules. AI can help where the task requires interpreting documents, language or context. We choose the approach around the work rather than put AI into every step.
Can we start with one workflow or department?
Yes. A useful starting scope has a clear owner, a recurring task and access to the systems and people involved. It should be narrow enough to build, test and measure meaningfully.
What determines the effort and cost?
The systems involved, available access, data quality, exception complexity and testing requirements. A proposal sets out the audit if needed, implementation, usage costs and optional ongoing support.
Find the workflow worth tackling first.
Compare the impact, effort and risks of the workflows you could automate.