Process automation that survives contact with real work

Process automation hands repeat decisions and data moves to software, and keeps people for the cases that need judgement. The hard part is not the build. It is deciding what to leave out.

What we automate

• Triggers and routing: a form, an email or a scan starts a case and sends it to the right person.
• Approvals: requests go to the approver with the context attached, with reminders and an escalation if they sit.
• Data movement: information is entered once and copied to the CRM, finance system and spreadsheet by rules.
• Notifications: customers and staff are told when something changes, so nobody has to ask.
• Reporting: weekly numbers that build themselves from the source system.

Tools

We build with Zapier, Make, n8n and Power Automate, and choose by what you already pay for and who will maintain it. If your team lives in Microsoft 365, Power Automate is usually the right answer. If you need self-hosting or heavy data handling, n8n. We tell you the licence cost up front because it is part of the total price. When a system has no API and the only way in is the screen, see RPA consulting, and how RPA differs from traditional automation.

How we build

1. Start from an agreed process map, so we automate the version you meant to run.
2. Build the common path first, with every exception routed to a named person rather than guessed at.
3. Log every run. When something fails you see which case, which step and why.
4. Alert on failure. A silent automation is worse than none, because people stop checking.
5. Run it beside the manual process for one or two cycles, then switch over.
6. Hand over documentation and access. You own the accounts and the flows.

What we leave manual

Anything where the rules are still being argued about, anything that happens a few times a year, and anything where a mistake costs far more than the time saved. A ten-minute automation that runs daily is worth building. A six-week build for a monthly task usually is not.

Examples

See how this plays out in invoice approval for an accounting firm, delay alerts for a logistics company and order exceptions for an online retailer.

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