Workflow Automation
Most teams have a process that nobody chose: someone opens an inbox, reads each message, copies details into another system and forwards it to the right person. Language models are now good enough to do the reading. We build workflows that do the reading, extracting and routing, and keep a person in the loop wherever a mistake would be expensive.
Who it is for
Workflow automation suits processes that are frequent, rule-shaped and tedious, but which classic automation could not handle because the input is free text, scanned documents or messy spreadsheets.
- Operations and back-office teams processing invoices, orders, claims or applications.
- Shared inboxes where every message has to be read, tagged and passed on.
- Finance and marketing teams that rebuild the same weekly or monthly report by hand.
- Agencies running the same checks and exports for many client accounts.
Problems it solves
- Skilled people spend hours a week copying data between emails, PDFs and systems.
- Requests sit in a shared inbox until someone has time to read and route them.
- Reports are assembled by hand, arrive late and differ depending on who built them.
- Rule-based automation broke whenever a supplier changed the layout of a document.
- Nobody can say how long a process actually takes or where it gets stuck.
What we build
- Classification and routing
- Incoming emails, tickets and documents are read, categorised, prioritised and sent to the right queue or person, with the reasoning attached so the recipient can check it at a glance.
- Data extraction
- Structured fields pulled from invoices, contracts, forms and correspondence, validated against your rules and written into the system of record, with low-confidence values flagged for review.
- Automated reporting
- Recurring reports generated from your data sources on a schedule, with a written summary of what changed and why it matters, delivered by email, chat or a shared document.
- Flows between tools
- Multi-step processes across your CRM, helpdesk, spreadsheets and internal systems, with optional approval steps where a person confirms before anything is sent or changed.
How an engagement runs
The same five phases as every project, adapted to this service.How we work
Process mapping
We sit with the people who do the work today, measure volumes and time spent, and agree what success looks like.
Design
We decide which steps the model handles, which stay rule-based, and where human review sits.
Build and test
We run the workflow in parallel with the manual process on real inputs and compare the results before switching over.
Go live
The workflow takes over with monitoring and alerts, and the review queue stays in place for as long as you want it.
Support
We track accuracy and throughput, handle changes in inputs or systems, and extend the workflow to related processes.
Good to know
Human review is a setting, not an afterthought
Each step can run automatically, require approval, or be sampled for spot checks. You decide, and you can change your mind later.
Measured from day one
Every run is logged with timings and outcomes, so the time saved is something you can show rather than estimate.
Related use cases
Got a process that eats a few hours every week?
Describe it in a few lines. We will tell you which parts can be automated safely and which should stay with a person.
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