Less routine. More time for what matters.
Connect repetitive data entry, data synchronisation, approvals and notifications into workflows tailored to your tools and team. From sales and administration to an online shop, we start with the task that takes up the most time.
A form collects the details in one place.
Details are checked and sent to the CRM.
Set the next step, deadline and any required approval.
The team is notified and the status remains visible in the system.
We adapt the workflow to your rules.
Exceptions stay under control.
We choose the tasks that take up the most time. We can start with one integration or plan the entire workflow.
Bring enquiries together and connect them to the next steps in your sales process.
A submitted form creates a CRM contact and a task for the person responsible. A reminder follows if the response is overdue.
Organise agreed steps, responsibilities and approvals into a clear workflow.
A new request is assigned to the person responsible. Their approval creates the next task and notifies the team.
Reduce repetitive data entry across forms, spreadsheets and documents.
Form data fills a document template, which is saved to the relevant client record and sent for review.
Bring data from different sources into the reports your team needs.
Every Monday, the team receives a summary of sales, open tasks and cases needing attention.
Send the right information to the right people at the right time.
A confirmed appointment notifies the client and creates a team task. Changes also update the steps that follow.
Keep agreed data in sync across your tools without manual exports.
A client detail changed in the main system is updated in connected tools, while inconsistencies are flagged for review.
An online shop is one area where we can connect multiple steps and reduce manual work.
A confirmed order is sent to the business system. Data is prepared for invoicing and shipping, and the customer is notified.
When an existing integration does not fit the way you work, we build a custom connection.
An internal tool and an external system exchange data in an agreed format, without manual exports and imports.
We assess integration options based on APIs, available data and how each system works.
CRM, ERP, accounting software and internal tools. We start with the systems you already use.
Email, forms, spreadsheets, documents, task tools and team collaboration platforms.
WooCommerce, Shopify and custom solutions. Orders, stock and delivery are one of the areas we can automate.
When a direct integration is unavailable, we also assess agreed data file exchanges or a custom integration.
A good workflow must also account for changes, failed transfers and special cases. We define the rules and responsibilities before implementation.
Clear scope, testing and handover. We adapt the pace to the systems and the team using them.
Get to know your team, tools and the tasks that take up the most time. Choose a suitable first workflow.
Check integration options and define data sources, approvals and exception handling.
Build the connection and test normal cases, repeated messages, interruptions and failed transfers.
Hand over instructions, operational visibility and an agreed support plan. Add further workflows in priority order.
Every project starts with questions.
Here are a few answers.
Repetitive workflows in sales, administration, reporting, communication or an online shop. We start with a specific task and check which steps and tools can usefully be connected.
Not necessarily. We first review the tools you already use. The options depend on available APIs, documentation and data exchange methods. We suggest a new solution when existing tools are not sufficient.
Yes. E-commerce is one of the areas where we have extensive hands-on experience. We can connect orders, stock, accounting, delivery, returns and notifications. We assess the options for WooCommerce, Shopify or a custom solution based on your existing system.
No. We can start with a single data transfer, approval or report. Once the first workflow has been tested in practice, we agree on the next priority.
During planning, we define logging, alerts, retries and the cases that need manual review. This gives your team a clear response procedure.
Yes. Automation can prepare data, assign a task and wait for the person responsible to approve it. Sensitive decisions and approvals are defined together with your team.
That depends on the number of systems, data quality, available integrations and workflow rules. After the initial review, we prepare a defined scope, quote and indicative timeline.
Tell us which tools you use, what you currently enter or check manually, and where errors occur most often. One specific example of a workflow is a useful starting point.
Tell us what you re-enter, reconcile or check manually. Together, we will find the right first step.
