An email, a form or a document. Nothing gets lost along the way.

Four processes we most often start with.

We start with one process, not a rebuild of the whole business. Pick the one that currently bounces between the inbox, a spreadsheet and the team’s memory.

1. 01Enquiries and quote requestsAn email describing a job → a brief with the gaps listed → a draft reply for approval.
2. 02Documents and invoicesA PDF or scan → a completeness check → a specific next step, or an exception with a reason.
3. 03Shared inboxoffice@ → a working status and an owner → a handover with who, why and what to do.
4. 04Service requestsA form → missing details shown openly → a handover with a condition and one task.

A message, a file or a form becomes a case that someone can pick up.

What can process automation do?

We agree the scope based on a specific process. We don’t automate everything just because we can.

01Collects data

From emails, forms, documents and other agreed sources.

02Shows the gaps

Points out what’s needed before the case moves on.

03Opens a case

Puts the information on one card instead of in several places.

04Assigns the next step

Everyone knows who has to check, approve or do something.

05Writes a draft

A reply, a summary or a proposed action.

06Watches the status

Chases a case that shouldn’t disappear into a “to sort out” folder.

Automation has to know when to stop working on its own.

If the data is incomplete or contradictory, or the case doesn’t fit the agreed rules, the system doesn’t guess. It flags an exception and passes it to a person.

Works with the tools you already have.

You don’t have to replace your whole set-up. We agree specific integrations only after the process map. A tool isn’t a strategy. It’s a tool.

A project starts with one process.

Scope and timing depend on your data, your tools and your exceptions. So we look at the process first and quote second. How we work

1. 1

   Discovery

   We pick the problem that is genuinely worth automating.

2. 2

   Process map

   We agree the data, the rules, the exceptions and the expected result.

3. 3

   Build and test

   We build the agreed scope and check it on real examples.

4. 4

   Controlled launch

   The system goes live and your team can see what happens along the way.

5. 5

   Stabilise

   We fix what the first weeks reveal — only then do we widen the scope.