Solutions
Workflow Automation
For leaders whose core processes still run on email, spreadsheets and re-keying between systems. We automate them end to end, with AI where inputs are messy and people where decisions matter.
You're likely a fit if…
Processes run on inboxes and spreadsheets.
Orders, invoices and requests get read, re-typed and forwarded by hand.
Earlier automation broke on real inputs.
Rule-based tools worked until a PDF, an email or a free-text field didn't match the template.
A key process depends on one or two people.
When they're out, it waits.
Errors get caught late.
A wrong price on an order or a missed onboarding step surfaces after the customer notices.
What we build
Document and email intake
Orders, invoices, claims and applications read from email or PDF, with the fields entered into your ERP or line-of-business system. Exceptions go to a person.
Learn more: Document and email intakeMulti-step workflows with approvals
Quote to approval to order entry, or onboarding across HR, IT and finance systems, with sign-off at the steps that need it.
Exception investigation
When a purchase order and an invoice don't match, an agent gathers the evidence and proposes a resolution for a person to approve.
Shared-inbox triage
Messages classified, routed to the right owner and answered with drafted replies your team reviews.
Process visibility
A live view of what's waiting, where, and on whom.
Scope
Included, and not
One process end to end, mapped with the people who run it, tested on real past cases, with approvals and a runbook. Not included: an enterprise automation-platform rollout or reorganizing teams.
What we need from you
A process owner, real examples of past inputs with sensitive details handled under your rules, access to the systems involved, and time from the people who do the work.
Control
Anything that changes a record, sends a message or spends money waits for approval until you choose otherwise, based on evidence. Every step is logged.
What drives cost
The number of steps and systems, the variety of inputs, how often exceptions occur, and which automation tools you already license. Builds are scoped and priced after the assessment.
How we'd start
Start with an Assessment. Role-by-role mapping shows which processes are worth automating first.
Map one process step by step with the people who run it, and baseline its time and errors.
Build: rules for the predictable steps, AI for the messy inputs, people for the decisions.
Run it alongside the current process before switching over.
Hand the runbook, tests and monitoring to your process owner.
Common questions
How is this different from the automation we already tried?
Rule-based tools break when inputs vary. AI can read messy documents and emails, and we pair it with rules for the predictable steps. We use the simplest approach that works, including no AI at all.
What happens when the AI isn't sure?
It stops and routes the case to a person, with what it found and why it's unsure.
Can we keep the automation tools we already pay for?
Usually, yes. We build on the platforms you already license where they fit, and add AI only where they fall short.
How long does it take?
A single process is usually S (1–3 weeks) or M (1–2 months). A workflow that crosses several departments is typically L (3–6 months).
Industries where this applies
Let's find where AI pays off in your business.
Thirty minutes with Daniel. No pitch deck: you talk about your business, I tell you honestly where AI fits and where it doesn't.