Orders without the retyping
Read order details, match reference records and prepare a checked draft for the team to review.
Business processes & workflows
Business process automation services.
AI workflow automation. Fewer manual handoffs.
Still copying the same details from an email into another system? We connect the steps, check the information and route the exceptions, so your team can spend less time moving work along.
Read the order, check the data and send missing details to a person before the draft continues.
Illustrative workflow · Outlook shown as an example inputHow we deliver this service
Follow the whole task before automating the steps.
We trace a real input from arrival to completion with the people handling it. Then we connect the routine steps, use AI for varied documents where useful and test incomplete inputs, duplicate requests and failed handoffs before introduction.
Why work with us
Our founder’s background combines operations and automation. We use that perspective to assess the work left with reviewers, the exceptions people handle and whether the complete workflow is easier to run. The scope covers automated steps and their handoff to people.
The experience behind our approachA good starting point if…
- People repeatedly enter information from emails, PDFs or forms.
- Requests wait for someone to route them to the next team.
- Existing automation works on clean examples but fails on everyday exceptions.
See the work
From a purchase order to a reviewable draft.
Illustrative example · sample data, not client results.
01 / The problem
An order arrives without a date
A purchase order arrives for 200 brackets at €12.40 each. The customer and item can be matched, but the document has no delivery date. Someone currently reads the PDF and enters the details manually.
Incoming email · PO 1042
Source document- From
- Northridge Ltd · fictional customer
- Attachment
- purchase-order-1042.pdf
- Order line
- 200 × BRK-20 at €12.40
- Delivery date
- Not provided
This is the input the team would otherwise read and enter by hand.
Sample workspace · read-only
02 / What we do
Read the fields. Check the rules.
The workflow reads the attachment, extracts the fields and checks them against customer, item and required-field rules. A missing date creates a review task with the original PDF attached.
PO 1042 · Field checks
1 exception- Customer
- Matched to C-104
- Item
- BRK-20 found in reference records
- Quantity and price
- 200 units · €12.40 / unit
- Required date
- Missing — send to review
AI reads the document. Rules check required fields and reference matches; they do not invent the date.
Sample workspace · read-only
03 / What you get
A draft with a clear next action
The order desk receives a prepared draft showing the checked fields and the missing date. ERP posting stays blocked until the date is confirmed and the required approval is recorded.
PO 1042 · Review queue
Awaiting review- Prepared record
- Order draft · goods total €2,480
- Assigned to
- Order desk
- Next task
- Confirm delivery date with customer
- ERP posting
- Blocked pending date and approval
The source PDF and checked fields remain available to the reviewer.
Sample workspace · read-only
Step 1 of 3
The review task belongs to the order desk. Confirming the missing date and approving the order are still part of the work.
Where it helps
Good places to remove repeated work.
Approvals without the chasing
Route purchase or service requests, show what is waiting and remind the responsible person under agreed rules.
Documents into useful records
Turn forms, supplier offers or invoice details into structured information, with a review path for missing or inconsistent values.
What’s included
Connect the steps. Make exceptions manageable.
A working workflow that preserves source documents, checks business rules and gives exceptions a clear owner.
Capture the incoming work
Collect email, forms or documents. Use rules for structured inputs and AI extraction where layouts or language vary; retain the source.
Check the important details
Match reference records, validate required fields and identify duplicate inputs. Send missing or uncertain information to a person with a clear reason.
Move it to the right place
Route tasks, approvals and permitted updates through supported connections. Keep the next action and responsible person visible.
Keep failures manageable
Record runs and failed handoffs, define safe retries and document recovery. Compare the workflow with the original process after introduction.
What you receive
The delivery
and the checks.
What needs to work
The workflow handles agreed sample inputs, avoids duplicate work and makes missing fields, failed runs and approvals visible to the responsible team.
- A scoped workflow and exception map
- Configured triggers and system connections
- Field validation and review queue
- Testing of routine cases, exceptions and failed runs
- Run history and operating instructions
The first conversation
Walk us through one repeated task.
Show the incoming item, the steps people take and where work waits. We’ll separate straightforward rules from steps that need AI or a person, then identify a useful first workflow.
Useful things to share
- A typical input and one incomplete or unusual example
- The people, tools and approvals between arrival and completion
- Current volumes, handling effort or delays, if known
The next decision: which handoff to automate first, what access to check and how to measure the change. Missing baseline data becomes a discovery task.
Useful answers
Before you
commit.
Does automation always need AI?
No. Rules and connections suit predictable steps. AI workflow automation helps with varied documents or language; it still needs checks appropriate to the task.
How is this different from RPA?
RPA typically follows steps in an existing interface. Business process automation covers the wider workflow, including inputs, approvals and system connections. We assess supported APIs or connectors before automating clicks.
Which process should come first?
Look for repetition, accessible inputs and a clear owner. We compare handling effort, volume and exceptions. A process that changes constantly may need simplifying first.
Can you work with our existing tools?
We check interfaces, permissions and vendor restrictions. Email, a review screen and an ERP can form one workflow when those systems support the connection.
How do we know it helped?
Compare the new workflow with a baseline: handling time, repeat entry, turnaround and exceptions. Include review effort so work has not simply moved into another queue.
Who handles errors and future changes?
We define ownership of failed runs, credentials and rule changes before handover. Maintenance can sit with your team or be scoped with us, with operating notes and an escalation route.
Let’s talk about your work
Start with the handoff you repeat every day.
Map a repetitive workflowAn email, document or approval trail is enough to start the discussion.
What we’ll discuss ↑← All services