S-03 · Business Process Automation
Stop retyping the same information into every system
We automate the repetitive steps in your daily work: reading documents, entering data, routing tasks and collecting approvals. Your team keeps control of decisions and exceptions.
Problems it solves
Does this sound familiar?
“We copy details from emails and invoices into our systems by hand.”
“Tasks sit in someone's inbox until they remember to pass them on.”
“Approvals take days because we keep chasing people to sign off.”
Typical use cases
Where it helps
Document processing
Reads invoices, forms and delivery notes and pulls out the details you need.
Data entry automation
Moves information from emails, forms and files into your systems without anyone retyping it.
Task routing
Sends each new request to the right person or team, based on rules you set.
Approval workflows
Collects sign-offs in the right order and keeps a record of who approved what, and when.
How we deliver it
Four steps, one at a time
- STEP 01
Map the task
We follow the task as it is done today, step by step, including the awkward exceptions.
- STEP 02
Automate one flow
We automate the repetitive steps of a single workflow and keep a person for approvals.
- STEP 03
Test on real cases
We run it on real documents and requests from your business before you switch over.
- STEP 04
Hand over, then extend
Your team gets training and documentation, and we add the next flow only once the first has proved itself.
Example
A purchase request with an approval step
How a request could be checked automatically, sent to a manager to approve and recorded, with everyone kept up to date.
Practical details
What it takes
What we need from you
- A walk-through of the task with the person who does it today
- Sample documents, such as invoices or forms, with sensitive details agreed in advance
- Access to the systems the workflow will connect
- Your approval rules, and who handles exceptions
- One person to own decisions and give feedback
Timing
Each automated workflow usually takes 1 to 2 weeks; projects that connect several systems take 3 to 8 weeks.
Good to know
- A person still approves key decisions and handles exceptions; the automation takes over the repetitive steps.
- Unclear scans or handwriting may need a person to check what was read.
- Each extra system connection adds time and cost, so we agree the list early.
Technical details (for technical readers)
- Multi-step workflows with human-in-the-loop approval: the system pauses for a person to confirm before key actions.
- OCR (optical character recognition) reads printed documents, and an AI model extracts the fields you need.
- Integrations with Xero, QuickBooks, Sage, Microsoft 365, Google Workspace, HubSpot and Salesforce, plus custom APIs.
- Single sign-on, role-based access and audit trails that record who did what and when.
- Exception queues: items the system is unsure about wait for a person to review.
Discuss your project
Tell us what you want to improve. In a free 30-minute call, we will tell you honestly whether this service fits, and what a first step could look like.