Possibility 01
Route a new customer request through review, approval and assignment.
Business automation & integration
Business process and workflow automation
Redesign repetitive handovers into clear workflows, using rules or AI where each is appropriate.
Map your workflowMake the handovers easier to manage.
Map the current process
Identify triggers, owners, delays and exceptions.
Build the agreed flow
Use deterministic rules where possible and AI only where it serves a defined task.
Test and hand over
Check retries, approvals and failures, then document how the process is maintained.
Explore each step. The approach is shaped around your tools, people and review needs.
See how it could workThe work behind the idea
Make the handovers easier to manage.
Repetitive processes often depend on someone remembering the next email, update or approval. A clear automated workflow can coordinate these steps while making exceptions visible to the people responsible.
Possibility 02
Create reminders when a project handover is waiting on missing information.
Illustrative use cases, ready to adapt to your business. These are not claims of completed client work.
From question to a workable approach
How this could
come together.
- 01
Map the current process: identify triggers, owners, delays and exceptions.
- 02
Build the agreed flow: use deterministic rules where possible and AI only where it serves a defined task.
- 03
Test and hand over: check retries, approvals and failures, then document how the process is maintained.
Define it together
A useful scope.
A clear starting point.
Available to discuss and scope. The right approach depends on your systems, information, people and the decisions you want to support.
What we can scope
- Map triggers, decisions, approvals and exception paths.
- Implement and test the agreed workflow with visible ownership.
What helps us get started
- A representative process from start to finish
- The systems, people and approvals involved
- Examples of exceptions and the desired handling
Worth thinking through
Automation should preserve necessary approvals rather than quietly bypass them. Every exception path needs an owner and enough information to recover the work.
Tools we could consider
Power Automate · Make · n8n · Zapier
Illustrative options, not partnerships or certifications. We agree selection, access and licensing for each engagement.
Let’s talk about your next step
Where does everyday work keep getting stuck?
Show us a repetitive process and its handovers. We can map what could be automated, what needs a person and how exceptions should be handled.
Map your workflow