Service
Workflow automation
Connect enquiry, quoting, delivery, and invoicing steps so information passes between teams automatically.
We map the real process, remove manual handoffs, and make sure everyone sees the same information when they need it.
What you get
- Current process map with blockers and exceptions
- Configuration of the connections and routing rules
- Runbook with simple ‘how it works’ and rollback steps
Success looks likeFewer manual touchpoints and clearer ownership across the process.
Scope
What’s included, how we’ll work together, and what to expect.
Who this is for
Teams retyping the same info in multiple places or losing handoffs between steps.
Outcomes
- Fewer manual touchpoints and clearer ownership across the process
- The right people get the right info without chasing
- Fewer errors from copy-paste
What you get
- Current process map with blockers and exceptions
- Configuration of the connections and routing rules
- Runbook with simple “how it works” and rollback steps
How we’ll work together
- Map - quick session to understand the steps and edge cases
- Build - set up the flow and test with real examples
- Hand-off - short training and a support window for tweaks
What we’ll need from you
- Access to the accounts you already use
- A few real examples to test the flow
- A single owner to approve changes
What’s not included
- Large system migrations or custom app development
Timeline
Typical pilot - about 10 working days
Success looks like
Less double entry, faster handoffs, fewer dropped balls
Related examples
Explore scenarios that show how this service comes together.
Ready to see what’s possible for your team?
Book a quick fit call and we’ll show you the most practical next steps.