Start with a specific task
We review how information enters the process, who uses it and what decision needs to be made. Repetitive steps come before tool selection.
- Moving information between applications.
- Notifications and follow-up on pending tasks.
- Customer enquiry and appointment workflows.
Connect tools with clear controls
The project defines what runs automatically, what requires human review and how to handle errors. APIs, Make, Zapier or other tools are selected according to the systems your business already uses.
What the proposal defines
A process map, required integrations, implementation scope and acceptance criteria. Maintenance, documentation and training are specified in the proposal for each project.
Measure against your starting point
Record task volume, time spent and common errors before automating. This provides a basis for evaluation without making general percentage-saving promises.