Route enquiries
An enquiry arrives through a form or email. Agreed information is checked and passed to the relevant workspace or contact.
We define the required information, routing rules and the response when data is incomplete.
Automate processes. Start with a specific workflow.
Route enquiries, transfer data between tools or prepare documents for processing: we plan and develop automation for a specific task in your business. We first review rules, existing systems and required approvals.
Request an introductory call30 minutes, free and without obligation. An honest assessment, without sales pressure.
One workflow. Connected steps.
Enquiry
Information arrives
Assignment
Agreed rules apply
Notification
The right person is informed
Start the workflow with an example enquiry.
Which workflow would you like to automate?
These tasks can form a defined first project. We review your current workflow and available integrations before proposing a scope.
Transfer data between systems
Customer, order or product information is currently entered more than once. We check which information can be transferred between your existing systems.
We define the source of truth, required data, transfer timing and behaviour for duplicates or outages.
Process documents
Recurring documents need to be captured, assigned or made available for processing. We review formats and agree on which steps can run automatically.
We define document types, required information and cases that need human review or approval.
Does this fit your plans?
- The same information is entered manually more than once.
- A recurring workflow involves too many manual steps.
- Existing systems need to exchange information.
What you receive.
A defined automated workflow with agreed triggers, data and controls. We also plan what happens when data is missing or errors occur.
- Current workflow review
- Connect suitable systems
- Automated data transfers
- Documentation and handover
From your idea to implementation.
Choose a workflow
You show us the current process. Together we choose a concrete task that can be simplified with the existing systems.
Check integrations and rules
We review interfaces, access and data. Exceptions and required approvals are defined before implementation.
Test with examples and document
The workflow is tested using agreed examples. You receive documentation and know how to monitor and stop the process when needed.
A proposal you can understand.
We estimate a specific workflow after reviewing the systems involved. Additional automations, external tool costs and ongoing monitoring are agreed separately.
We agree on a timeline based on the scope and required content. Changes to the agreed work are agreed separately before implementation.
Before our first conversation.
Which task do you repeat often? Which tools are involved? A real everyday example is more useful than a long wish list.
Which tasks are suitable?
Recurring tasks with clear rules and available data are good candidates. We assess your workflow using a concrete example.
Do we need to replace our tools?
Not necessarily. We first check whether your existing systems offer suitable interfaces and how they can connect.
What happens when there is an exception?
Error cases and manual approvals are part of planning. We agree on when the workflow stops and who is notified.
Related services.
Which workflow would you like to simplify?
Describe a specific task and the systems involved.
What happens after your enquiry.
I reply personally by email. We then discuss what your project needs to do in a free, no-obligation first conversation. You receive a proposal with scope and price before commissioning any work.