02 / BUSINESS AUTOMATION
Business automation for accountable handoffs and fewer repeated steps.
Reliable workflows that move work between people, tools and teams—with the right checks along the way.
Discuss your systemTHE BUSINESS PROBLEM
A straightforward task becomes a chain of copy-paste work, reminders and missing handoffs.
A more useful way to work.
Keep routine work moving and make exceptions visible before they become problems.
Designed with boundaries.
Retries, duplicate protection, audit trails and clear ownership are part of the workflow design.
PLAN A USEFUL FIRST SCOPE
What this work needs to succeed.
Use these questions to test fit before committing to a build.
Fit and poor fit
Best for a recurring, understood process with clear rules and an owner. Simplify unnecessary steps first. An existing tool’s native rule or scheduled report may be sufficient; automating an unstable approval policy usually creates more exceptions.
Bring the workflow inputs
Map the trigger, required fields, decision rules, recipients and completion evidence. Include duplicate, late, incomplete and rejected examples. Name the person who can resolve an exception and approve changes.
Define the output and exception path
Specify the record, assignment or notification that counts as completion. Agree visible failure states and retry rules. A successful send is distinct from a recipient acting; manual recovery should avoid repeating an irreversible action.
Access, implementation and cost
Dependencies include source permissions, API/webhook availability, account plans, rate limits, sandbox access and team validation. Branch count, integration count, exception volume and recurring service charges drive cost.
Support and change
Agree ownership of credentials, failed-run review and updates when a source system changes. Maintenance and new workflow branches have different scope; support coverage and cadence are engagement-specific.
THE SYSTEM IN CONTEXT
Connected to the way you work.
Every enquiry arrives with context. Every next step has an owner.
Bring email, website and messaging enquiries into one intake flow.
A workflow model. The right system starts with your operation.
CONNECTED CAPABILITIES
START WITH THE BUSINESS PROBLEM
What could work better?
Bring the messy workflow. We’ll help you find the right next step.