Discuss

01 / Automation & integrations

Business automation. All connected.

Enquiries, documents and reports move between your systems. Your team focuses on customers instead of copying data.

  • CRM & back office
  • Document workflows
  • API integrations
Map my workflowExplore scenarios
The project journeyClick or turn the cube
PROJECT STAGES01 / 04
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01 / Discover

Find manual steps and choose a workflow for the first release.

  • Start with one workflow
  • Build around your systems
  • Validate the result in practice

01 / Scenarios

Fewer manual steps. More clarity.

Choose a familiar challenge. Explore a possible workflow, from the first event to a useful outcome.

Leads & salesDocuments & recordsReports & monitoring

Illustrative workflow / 01

An enquiry arrives. What next?

Someone copies a contact from an email, creates a deal and finds the right colleague. Every handoff is a chance to lose an enquiry.

  1. Capture

    Bring website, email and messaging enquiries into the CRM.

  2. Check

    Detect duplicates and assign an owner using your rules.

  3. Follow through

    Create the next task. Alert the responsible person if it stalls or fails.

What changes

Every enquiry has an owner, a status and a next step.

How to assess value

Time to first response · missed enquiries · manual actions

Illustrative workflow / 02

One order. Several systems.

Sales sees one amount, accounting sees another. People assemble invoices from templates and chase updates in chat.

  1. Define

    Agree on the source of truth for prices, customer records and statuses.

  2. Connect

    Exchange orders and documents between CRM, accounting and document systems.

  3. Reconcile

    Check delivery, handle duplicates and flag inconsistent records for review.

What changes

Data follows agreed rules, with a traceable history of changes.

How to assess value

Repeated entry · data mismatches · document preparation time

Illustrative workflow / 03

Another morning merging spreadsheets.

To see how the business is doing, someone exports figures from several tools and combines them by hand.

  1. Collect

    Connect sales, enquiry and operational data sources.

  2. Calculate

    Agree on metric definitions, refresh intervals and calculation rules.

  3. Show

    Build a shared report with alerts for anomalies or stale data.

What changes

Everyone sees the same picture and knows when it was updated.

How to assess value

Reporting time · data freshness · manual reconciliation

02 / The deliverables

Runs automatically. Stays under control.

A useful automation defines both the normal path and what happens when a step fails.

  1. A workflow map

    Triggers, data flows, approvals and the points that need a person.

  2. Working integrations

    Data exchange, duplicate handling, retries and alerts for exceptions.

  3. Tests around your scenarios

    Normal operations, missing fields, unavailable services and repeated submissions.

  4. A practical handover

    Code, configuration, instructions and an agreed plan for support after launch.

03 / An easier place to start

One workflow is a good start.

Choose a recurring task with measurable handling time and errors. Validate it on a limited scope before expanding.

Map my workflow

For our first conversation

  • The systems you already use
  • What people do manually
  • The outcome you want

What happens next

A workflow map, first-stage scope and an estimate. If a separate audit is needed, we agree on its cost first.

Scope depends on API access, data quality, system count and exception handling.

04 / Questions

Before we begin

Budget, data and the details worth discussing early.

Do we need to replace our CRM or accounting software?

We first check your current systems, versions and integration options. Connecting what you have may be enough. If there are important limitations, we explain the alternatives before building.

Where does AI fit?

AI can help interpret unstructured text, such as emails or documents. Data transfers, calculations and strict business rules usually work best with conventional code. AI workflows need their own accuracy checks.

Which business process should we automate first?

Choose a frequent, repeatable workflow. If the team manually enters website enquiries into a CRM, measure handling time, missed enquiries and exceptions first. Use those numbers to evaluate a pilot.

What affects the cost and timeline of an integration?

The number of systems, data quality, API availability and exception handling. Connecting a web form to a CRM is a different scope from two-way synchronisation with an accounting platform.

What should I share for an estimate?

List the systems, provide an anonymised sample enquiry or order, and describe the manual steps and the outcome you want. Identify the source of truth for shared data.

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