What we do / Integrations and automation
Workflow automation
Quotes, follow-ups, and handoffs depend on someone remembering the next step.
Who this is for
Teams managing repeatable enquiries, quotes, approvals, or follow-ups where manual handoffs create delays and missed steps.
What we can deliver
The final deliverables are agreed around your requirements. A typical scope covers:
- A documented process with triggers, decisions, and exceptions.
- Automation of the repeatable steps agreed in scope.
- Visible handoffs and a way to investigate failures.
- Workflow documentation and operating responsibilities.
How we work
We map the process, automate the repeatable steps, and make exceptions visible. Your team receives documented workflows it can inspect and operate.
Planning the project
We separate repeatable rules from decisions that still need a person. The number of tools, approval steps, and exceptions determines the scope.
What to bring to the first conversation
Bring a real example from start to finish, including emails, forms, spreadsheets, and the decisions people make along the way.
Related work
Questions before you start
Does everything have to be automated?
No. Approvals and judgement can stay with your team. We automate the repeatable work and make the remaining handoffs explicit.
What will the project cost, and how long will it take?
The estimate depends on requirements, content, integrations, and the first release. We agree scope, delivery stages, costs, and dependencies in a proposal before the build starts. Share a target launch date or budget range if you have one.
Who owns the code, content, and accounts?
Ownership, source-code handover, account access, and third-party licences are defined in the project agreement. We discuss these early so you understand what you can manage and what depends on an external service.
What happens after launch?
Handover and ongoing operations are planned with the project. Hosting, updates, maintenance, and support coverage are agreed explicitly, including any recurring costs.