Automation & integrations
Connect the work between your tools.
Teams often move the same information between forms, inboxes and records. We map those handoffs and decide where automation helps, where a person must approve and how failures should be handled.
Discuss your requirements ↗- System and API integrations
- Approvals and workflow automation
- Exception handling and operational handover
Source systems, example records, workflow owners and approval rules.
HOW WE APPROACH DELIVERYTest realistic cases, failures and retries. Define who handles exceptions and how the team can pause or reverse an action.
Scope, duration and a fixed quote are agreed before each phase. Delivery depends on the requirements and access confirmed during scoping.
An enquiry should not need to be entered three times
A website enquiry creates a record in the right system, assigns an owner and prepares the next task. Duplicate requests are recognised, failed steps are visible and a person approves actions that need judgement.
Before we begin
What is a good first workflow to automate?
Choose a repeated task with a clear trigger, stable rules and an owner. Record how it works today so you can judge whether the change saves effort or reduces errors.
What if one of the connected tools is unavailable?
Plan retries, duplicate handling and exception ownership before launch. A failed step should remain visible, with enough context for someone to recover it.
Can our team keep approval control?
Yes. Define which actions can run automatically and which require a decision. Permissions, approvals and a way to pause the workflow belong in the agreed scope.