Less copying and chasing.
More time for your work.

Connect a repeatable task across the tools you already use, with clear approvals and a plan for exceptions.

02 · Workflow automation

A sculpture of interlocking blue glass rings on a round steel base

Example projects

Inquiry routing

Turn an incoming request into an organized next step, with the right owner, required information, and a visible status.

Document preparation

Assemble recurring briefs, reports, or templates from agreed sources, with a person reviewing the result.

Routine updates

Reduce repeated data entry and status chasing by moving the right information between supported tools.

A useful first project

Start with one repeatable process.

Choose a task that happens often enough to matter and has a clear owner. Map how it works today before connecting anything.

What we agree before building

  • The trigger, owner, current tools, and expected outcome
  • The steps that run automatically and those that need approval
  • Access requirements, exception handling, and fallback behavior
  • A test plan comparing manual steps and completion time

If the process is unstable or the required access is unresolved, we start there. High-consequence decisions need a suitable review and fallback path.

Who this is for

A team that does the same thing by hand every week.

Automation earns its keep on work that repeats: a request that arrives by email and has to be typed into two systems, a weekly report assembled from the same three sources, a follow-up that someone has to remember to send. If a task happens often enough that the people doing it can describe it step by step, it is a candidate. If it happens twice a year, it usually is not, and we will tell you.

The businesses this suits best already use ordinary tools, such as email, a form, a spreadsheet, a CRM, an accounting package or a calendar, and want them to hand work to each other without a person carrying it. We work with those tools rather than replacing them.

What is included

A map of the task, then the connections, then the proof.

Every automation we build starts as a diagram of how the task works today, agreed with the people who do it. Only then do we connect anything.

  • The trigger (a form, an email, a schedule, a change in a record), the owner, and the outcome the task must produce.
  • Which steps run on their own and which need a person to approve, with the approval placed where a mistake would be expensive.
  • Exception handling: what happens when a field is missing, a service is down or a value is out of range, and who is told.
  • Retries and a fallback path, so a failure is visible and recoverable rather than silent.
  • Access: the accounts and permissions the automation uses, kept to the minimum and written down.
  • A test plan that runs the automated path beside the manual one and compares the results and the time taken, before the manual path is switched off.

How pricing works

Quoted per process, from the map.

An automation is quoted after the mapping conversation, per process, because the size of the work follows from the number of systems involved and the exceptions they raise, not from a feature list. The quote names the tools it touches, the approvals it includes and how it will be tested.

Any subscription the automation depends on (a form service, an email provider, a hosting plan) is listed separately. When a process turns out to be unstable, or the access it needs is unresolved, we say so first and start there, because automating an unstable process only makes it fail faster.

In practice

What runs without a person, and what still asks one.

On the platform built for PC NET TECHS, a website inquiry is stored, emailed to the team and pushed as a notification to the owner's devices within seconds of being sent; deliveries that fail are retried by a scheduled job, and an outside service pings the site every fifteen minutes so the schedule keeps running. When a release changes a public page, the changed addresses are submitted to search engines automatically, and only those addresses. When a website message goes unanswered for ten minutes, the staff are emailed once with a link to the conversation.

None of those steps replaces a decision. A person still answers the inquiry, reviews the report and approves the change; the automation makes sure the work reaches them and that nothing is lost on the way.

Questions people ask

Before you write to us.

Which tools can you connect?
Anything with an interface for it: web forms, email, calendars, spreadsheets, CRMs, accounting and ticketing systems, payment and messaging services. When a tool has no such interface we say so early, because the answer changes the design (a scheduled export, or a person in the loop) rather than the price alone.
Does this mean AI is making decisions in my business?
Not unless you want it to, and never without review where the decision matters. Most useful automations are deterministic: if this arrives, do that. Where a language model helps (drafting a summary, sorting free-text requests), its output is presented to a person for approval and its sources are visible.
What happens when something breaks?
The automation is designed to fail visibly: a failed step is retried, then reported to a named person with what was attempted and what was missing, and the manual path stays available. The test plan covers the failure cases before launch, not only the happy path.
How do you decide what to automate first?
Frequency, clarity and cost of error. A task that happens daily, has a clear owner and a written procedure, and is expensive when it goes wrong is the best first project. We map it with the people who do it, and the map usually shows one or two steps that should stay manual.
Will my team need training?
Less than for new software, because the tools they use stay the same. What they need is a clear picture of what now happens on its own, where their approvals are asked for and how to see the status of a task. That is part of the handover, in writing.

Start with your next idea

Ambition, meet
possibility.

Tell us what you want to create or improve. We’ll help you define a useful starting point.

Start a project