Workflow & operations
Workflow automation for day-to-day operations
Operations run on hand-offs: requests, approvals, forms, schedules and follow-ups. When those hand-offs live in email and spreadsheets, things get lost. Workflow automation makes them visible, consistent and fast.
Opportunities in workflow & operations
Approvals
Purchase, expense, leave and change approvals routed to the right person, with reminders and an audit trail.
Purchasing and inventory
Purchase orders generated from low-stock alerts, and supplier confirmations tracked automatically.
Scheduling and dispatch
Jobs, staff and equipment scheduled from one place, with automatic customer notifications.
Field forms and inspections
Mobile forms that work offline and feed reports and follow-up tasks automatically.
Certification and expiry tracking
Licences, insurance, safety certifications and contracts tracked with renewal reminders.
Document filing
Incoming documents named, filed and tagged automatically, so they can be found later.
Tools we work with
We are vendor-neutral and build on what you already use wherever possible.
- Power Automate
- n8n
- Make
- Zapier
- Microsoft Forms
- SharePoint Lists
- Power Apps
How we deliver it
Process & Workflow Automation · $5,000–$20,000 per workflow
Remove repetitive manual work — approvals, data entry, documents and hand-offs.
Managed Automation · $1,500–$5,000 per month
We run, monitor and keep improving your automations and AI tools every month.
Frequently asked questions
What is the difference between workflow automation and AI?
Workflow automation follows rules you define — when this happens, do that. AI handles the parts that need judgment, like reading a document or classifying a request. The best results usually combine both.
Find the opportunities in your business
Our AI Kickstart maps opportunities across every function and ranks them by value, effort and risk, in two weeks at a fixed price.