Automated workflows · AI agents
From request to result, with fewer manual steps.
We automate processes triggered by an email, a document or an update in a system. The workflow collects data, applies agreed rules and prepares the result, with human review at the points you choose.
- Triggered by an event or a schedule
- Documented rules and approvals
- Execution history
This fits if
When it can help
A few situations we can use as a starting point.
- A task follows the same steps for each request.
- Incoming emails need to be collected and classified by hand.
- Colleagues copy the same data between applications.
- Incoming documents need to be checked against orders or contracts.
- Customer follow-up and status updates depend on manually maintained lists.
What we build
The steps and rules of an automated workflow
We start with how you work today and define what can be automated, what needs review and how exceptions are handled.
Starting the process
The workflow can start when a request arrives, a system changes or a scheduled time is reached.
Processing and checking data
We extract relevant information and compare it with existing sources: customer, catalogue, order or contract.
Rules and approvals
We define which cases can proceed automatically and which need review, such as missing data, value discrepancies or actions affecting a customer.
Handling failures
We include duplicate checks, controlled retries and alerts. Logs show completed steps and situations that need attention.
How it works
What happens between the request and the result
An example of handling a request received by email.
- 01Receive the requestIdentify the new message and check whether the request has already been processed.
- 02Extract and check dataIdentify relevant information and compare it with connected sources.
- 03Prepare the resultApply the agreed rules and prepare the document or update. Unclear cases are sent for review.
- 04Request approval and executeActions requiring approval wait for confirmation from the responsible colleague. The execution result is recorded.
Each run can be reviewed in the log: data used, steps completed and any errors.
Example use cases
Processes we can automate
Quote requests
- The situation
- Products and prices are looked up manually after a request arrives.
- What we would build
- Extract items from the email, check the catalogue and prepare a quote for approval.
The team reviews a prepared quote instead of composing it from scratch.
Invoice checking
- The situation
- PDF invoices are compared manually with orders and goods receipts.
- What we would build
- Extract fields and compare them with system records, highlighting differences for review.
The responsible colleague sees cases needing attention and the data that does not match.
Stock synchronisation
- The situation
- Online shop availability needs to be updated from the ERP.
- What we would build
- Update on events or at agreed intervals, with error and discrepancy handling.
Updates can move between systems without manual copying.
Illustrative scenarios using fictional situations and data. The solution and results depend on each business’s processes and systems.
What stays with you
What you end up owning
- Workflow deployed and configured in the agreed infrastructure
- Documented rules and approval steps
- Run and outcome history
- Alerts and a procedure for situations requiring intervention
- Source code and maintenance documentation
- Training for the person managing the process
Questions
About automated workflows
An assistant responds to requests entered by a user. An automated workflow starts from an event or a schedule and follows the steps defined for that process. The two can work together.
We compare frequency, time spent, the impact of errors and integration effort. We choose a process with sufficiently clear rules and a result that can be checked.
We validate data, define stops and approvals, and keep an activity log. Unexpected cases may need intervention; observations inform improvements to rules and tests.
We need a colleague who knows the process and can clarify rules and exceptions. We check system access and test results together. Timing depends on those integrations and workflow complexity.
Which process would you like to simplify?
Describe the steps your team takes today. We will look at what could be automated and where a colleague’s review would help.
We reply the same business day.