Services · Workflow automation

Stop moving the same information by hand.

Copying a payment into another system, chasing a sign-off, sending the same reminder every week. We automate the repeated steps and make sure your team can see, and fix, whatever doesn't go to plan.

Small frustrations worth automating.

Payment received

Paid, but nobody told dispatch

The money lands in the gateway, yet the warehouse only hears when someone forwards an email. An automation marks the order paid and puts it in the dispatch queue.

Every Monday

The reminder someone must remember

Payment due dates, document renewals, leads that have gone quiet. A scheduled workflow sends the reminders and logs that it did.

Over the limit

A discount waiting for a yes

A request above an agreed amount goes to the right approver, waits for the decision, and only then moves to the next step.

End of day

Is it done yet?

Instead of asking three colleagues whether a task is finished, the status updates itself as each step completes.

From trigger to finished task.

01 · TRIGGER

What starts it

An event, such as a form submitted, a payment received or a status changed, or a schedule. We define it precisely, including what counts as a duplicate.

02 · RULES

What decides the next step

Conditions written in plain terms first: above this amount, route for approval; new customer, ask for documents.

03 · ACTIONS

What it does

Create records, send messages and update other systems through their APIs. Each action is recorded as it runs.

04 · EXCEPTIONS

What happens when it can't

Failed actions land in a queue that a named person watches, with the reason shown and a safe way to retry.

Who handles what, afterwards.

Routine casesRun end to end without anyone touching them, with a record of each action.Automated
ApprovalsThe workflow prepares everything, then waits for a person before money moves or records change.Person
Missing dataPaused and sent to its owner with a note of what is missing, instead of guessing.Flagged
Failed connectionRetried on agreed rules, designed so the same action never runs twice. If it keeps failing, the owner is alerted.Retried
Changing the rulesYour team decides when limits, routes or message templates change. We make the change and record it.You

Walk through a failed step first.

Picture an approved request whose next action fails because another system is down. Answer these before we build.

  • Who sees the failure? One named owner rather than a shared inbox.
  • What can they retry, and what has to start again from the beginning?
  • How do they know the action did not run twice?
  • Where is the record of every completed action, for questions months later? See audit trails.
Can a person approve a step before it runs?

Yes. An approval can sit in front of a payment, a record change or a message to a customer. The approver sees what will happen, decides, and the workflow carries on or stops accordingly. Larger chains of sign-off are covered under approval workflows.

Will staff see what the automation did?

Yes. Every run leaves a record of what triggered it, what it changed and whether it succeeded, and there is a view of work that needs attention. People should never have to wonder whether the reminder went out.

Do you use off-the-shelf automation tools?

Where they fit. A simple flow between two well-known apps may suit a hosted automation service. Workflows with approvals, money or many exceptions usually belong in code we build and look after, where retries and records are under control.

Automation

Which task do you repeat every week?

Describe it on WhatsApp or by email, including what happens when it goes wrong, and we will map an automation with you.

Message on WhatsApp