Services

Process automation

The approvals, reminders and paperwork your team still chases by hand.

We take one process that runs on email, spreadsheets and memory, and make it run on its own, with a person approving the steps that need one.

What it solves

If this sounds familiar.

These are the situations we are usually called in for. If two or more describe your week, this service fits.

  • Approvals wait in someone's inbox

    A quote or a purchase request sits for days because nobody knows it is waiting on them.

  • Invoices are chased from memory

    Payment reminders go out when someone remembers, not when they are due.

  • The same data is typed twice

    Information from a form is re-entered into a spreadsheet, then again into an invoice.

  • Documents are hard to find

    The signed version lives in an attachment, on a laptop or in a WhatsApp thread.

What we connect

Built on the tools you already use.

We start from what you run today. Replacing a tool is only recommended when we can show you why.

  • Forms and emailRequests arrive in a fixed format instead of free text.
  • Google Workspace or Microsoft 365Sheets, Drive, Outlook and shared folders.
  • Invoicing and accounting toolsAny tool with an API or a reliable export.
  • WhatsApp BusinessNotifications and reminders where your team actually reads them.
  • E-signatureDocuments sent, signed and filed without a follow-up.
  • Your CRMStatus updates written back to the client record.

If a tool you rely on has no way to connect, we tell you in the audit, before any commitment.

What you get

A defined build, not an open-ended project.

Everything below is written into the scope before we start. If something is not on the list, it is not assumed.

  • One process, automated end to end

    Scoped in writing before day one: where it starts, where it ends, and every step between.

  • Approval points agreed with you

    The system pauses and asks a named person wherever a decision should stay human.

  • Exception handling

    Anything the rules don't cover is routed to a person, never guessed.

  • A log of every run

    What happened, when and who approved it, readable without us.

  • Training for the people who use it

    A working session with your team, recorded for anyone who joins later.

How long it takes

A fixed timeline, stated up front.

Days 1–2

Map the process

We walk the process with the person who runs it today and agree the approval points.

Days 3–7

Build

Workflows, triggers and notifications, built against your real documents.

Days 8–9

Test on real cases

Recent requests run through the system side by side with the manual process.

Day 10

Train and hand over

Your team takes over. The old way stays available until you sign off.

10 daysBusiness days, from confirmed access to handover. Your current process keeps running in parallel until your team signs off.

What you own at handover

It stays yours when we leave.

  • The workflows

    Built in your account, documented step by step, editable by your team.

  • The documentation

    A written map of the process, every rule and every approval point.

  • The access

    Admin credentials in your name. Monthly support afterwards is optional.

Next step

Start with a 20-minute call.

We ask how the work is done today, tell you whether this service fits, and send the scope in writing if it does.