Move routine work between your systems
Documents and data entry
Extract agreed fields from incoming documents, check required values and prepare records for the next system. Unreadable or incomplete items go to a review queue.
Reminders and reporting
Trigger follow-ups from a business event or schedule. Assemble recurring reports from connected data, with clear handling for late, missing or duplicate inputs.
Exceptions and recovery
Keep a record of each run, prevent duplicate actions and allow failed steps to be retried. Staff retain a way to pause the workflow and resolve exceptions.
Choose API integration, RPA or AI for each step
Use an API when the existing system supports a suitable connection. Screen-based RPA may fit a repetitive task in a system without one, but interface changes need maintenance. AI can help interpret documents or messages; validation rules and staff review still decide what reaches the business record.
Measure the review work as well as time saved
Choose one process, such as preparing an invoice draft or classifying an enquiry. Record monthly volume, current handling time, exceptions and corrections before the pilot. Compare the same measures after automation and include software subscriptions, review effort and support in the operating budget.
Your deliverables
- Workflow map, triggers and decision rules
- Scoped connectors, automation and exception queue
- Run history, alerts and operating instructions
Before we scope the work
Show one task from start to finish, including an example that goes wrong. Supply sample documents, weekly volume, system access options and the person responsible for exceptions.
Project questions
Does every automation need AI?
No. Fixed rules and APIs suit predictable tasks. AI may help interpret variable documents or language; the workflow still needs validation and exception handling.
What if a system has no API?
We check export, import and supported integration options first. Browser automation may be possible, but interface changes and login requirements affect reliability and maintenance.
