Workflow Automation & Systems Integration
Spend less time moving information between systems
We look at a task your team repeats every week, connect the tools it touches and test how the workflow handles exceptions. Then we show your team how to use it.
What we cover
Connect your systems
Send enquiries, bookings or orders into your CRM or job system. Agree where each record belongs and how to handle duplicates.
Route work and approvals
Send requests to the right person, follow up on outstanding approvals and flag anything that needs a decision.
Automate reporting
Pull agreed figures into a report or dashboard, with a way to flag missing data for review.
Use AI where it fits
Extract fields from documents, sort incoming emails or draft replies. Route uncertain results and sensitive decisions to a person.
What you get
Example: send website enquiries to your CRM
We connect one website form to one CRM. The workflow creates a new contact or adds the enquiry to an existing contact’s record.
- We test a new contact, a repeat enquiry and a failed transfer. If the CRM is unavailable, the enquiry is kept for retry and an alert goes to the agreed contact.
- You get a working connection and a short guide showing what gets copied, where alerts go and how to pause the workflow.
- We agree who handles alerts after launch and can quote for ongoing monitoring and changes.
We show any separate software, hosting or usage charges in the quote. Custom connections and additional workflows are scoped separately.
How it works
Map one workflow
We map a real example with your team and agree what to measure, such as time spent entering data or jobs waiting for approval.
Build and test
Check what your tools can share. Test normal cases, duplicates and failures before staff rely on the workflow.
Hand it over
Document what runs, who gets alerts and how to pause it. Compare the result with the starting measure.
Frequently asked questions
Talk through a workflow
We’ll talk through where your team loses time and help you choose the first task to automate.