What We Automate
Finance & Accounting Workflows
- Invoice processing (OCR + automatic data extraction)
- Multi-level approval routing based on rules
- Expense tracking and reimbursement
- Purchase order workflows
- Payment processing automation
- Budget tracking and alerts
- Financial reporting and reconciliation
- Vendor management
HR & Operations Workflows
- Employee onboarding (automated task assignments)
- Document collection with e-signatures
- Leave request and approval management
- Time tracking and attendance
- Performance review cycles
- Compliance tracking and reminders
- Offboarding procedures
- Training & certification tracking
Sales & CRM Workflows
- Lead capture from multiple sources
- Automatic lead qualification and scoring
- Follow-up sequences based on behavior
- Quote and proposal generation
- Contract management
- Customer onboarding automation
- Support ticket routing and escalation
- Customer feedback collection
Inventory & Warehouse Workflows
- Real-time stock level monitoring
- Automated reorder triggers based on thresholds
- Multi-location inventory synchronization
- Barcode/RFID scanning integration
- Receiving and quality check workflows
- Shipping and fulfillment automation
- Vendor coordination and PO generation
- Stock count and reconciliation
Technologies We Use
Low-Code Platforms
- Zapier (5,000+ app integrations)
- Make (formerly Integromat)
- Power Automate (Microsoft ecosystem)
- n8n (open-source option)
Custom Automation
- Python scripts (for complex logic)
- Node.js automation servers
- Robotic Process Automation (RPA)
- Database triggers and stored procedures
AI & Intelligence
- OCR for document processing
- Natural Language Processing for text analysis
- Machine learning for predictions
- Sentiment analysis for customer feedback
How We Work
1
Process Discovery
1 week
Map current manual workflows
- Identify bottlenecks and pain points
- Calculate time/cost savings potential
- Prioritize automation opportunities
2
Workflow Design
1 week
Design automated processes
- Define triggers, actions, and rules
- Plan integrations needed
- Create approval and escalation logic
3
Build & Configure
2-4 weeks
Set up automation platforms
- Configure workflows and integrations
- Build custom scripts if needed
- Create dashboards and reports
4
Testing & Refinement
1 week
Test with real data
- User acceptance testing
- Adjust based on feedback
- Document processes
5
Training & Launch
1 week
Train your team
- Phased rollout (if needed)
- Monitor and optimize
- Provide support