A customer sends an enquiry
“Create the job and tell the right person.”
Checks the enquiry, creates one job linked to the customer and sends the notification. If a step fails, someone is told.
Business Apps & Portals
Take repeated manual steps out of your day
Stop copying the same details from an email into a spreadsheet and then into your accounts. We connect the steps between your forms, inbox, spreadsheets and systems, one process at a time, and make sure a person hears about it when something goes wrong.
Priced for your project, in writing, before any work starts.
A supplier invoice arrives by email
“Capture the invoice and send exceptions for approval.”
What the automation does
Reads the invoice details, checks them against the order, and sends anything that does not match to the right person to approve.
What you get
Mapped before it is automated
What starts the process, the information it needs, the decisions along the way and how it ends, including the exceptions.
No more retyping
Details move between your tools automatically, through their connections or regular imports and exports.
Approvals in the right place
Requests go to the right person, and their decision is recorded.
Reminders and updates
The right people hear when a request or a deadline needs them.
Problems flagged, not hidden
Expected errors are handled, nothing is done twice, and a person is told when they need to step in.
A proper handover
How it works, who owns it, what it costs to run and how it is supported, written down.
Another example
Illustrative, not a client project. What it does, which data it uses and how we judge it are settled with you before we build.
How it works
Pick one process you repeat, and note how long it takes today.
Decide which systems it touches, the rules, the approvals and what happens when something goes wrong.
Build it and test it with your team, on normal cases and on failures.
Go live with monitoring, written instructions and ongoing care.
Questions people ask
Does automation always need AI?
No. Fixed rules handle steps that never change. We use AI only where something has to be read and understood, such as a document or an email, and it gets the same checks.
Can you work with our existing tools?
Usually. We first check what each tool can connect to, the access we need and what your licences allow, then choose how to connect them.
What happens if a connected service fails?
It is planned for. The process retries where that is safe, does not create duplicates, and tells the person responsible when it cannot finish.
Also in Business Apps & Portals
- Apps and portalsBusiness, learning and private apps; spreadsheet to app; customer and staff portals.
- Spreadsheet to business appReplace the fragile spreadsheet with a shared app, data moved and checked.
- CRM, ERP and system integrationsConnect CRM, ERP, accounting, e-commerce and operational records.
Need ongoing care? Explore support and maintenance.
Tell us what you need
We reply within one working day, and you get a price in writing within 48 hours of our call. No obligation.