Process Automation
Retire the manual steps that quietly cost you a headcount
We map the work your team actually does, then rebuild the repetitive parts as reliable automated pipelines with proper error handling, retries, and audit trails.
If more than one of these sounds familiar, this is the right service to talk about.
Someone spends the first hour of every day moving the same data between two systems
Month-end depends on a spreadsheet only one person knows how to update
Orders or tickets occasionally vanish and nobody can say at which step
You have hired headcount to keep up with volume rather than to add capability
An existing Zapier or Make scenario broke weeks ago and nobody noticed
Most operational bottlenecks are not strategy problems - they are copy-paste problems. Data gets rekeyed between a CRM, a spreadsheet, a billing tool, and an inbox, and every rekey is a chance to lose an order, miss an SLA, or invoice the wrong amount.
We start by sitting with the people doing the work and documenting the real process, not the one in the org chart. Then we rebuild the highest-volume, lowest-judgement steps as automated pipelines you can observe and trust.
Inbound PDFs, spreadsheets, and web forms parsed, validated against your rules, and written into the system of record without anyone rekeying a field.
Multi-step approvals with escalation timers, delegation when someone is on leave, and a permanent record of who approved what and when.
Nightly syncs, batch exports, and report generation that run to a schedule, verify their own output, and raise an alert when a run produces nothing.
Every automation gets a defined unhappy path: what retries with backoff, what parks in a queue for a human, and what stops the pipeline outright.
A dashboard covering run volume, failure rate, and hours removed, plus a log of every record the automation touched.
We shadow the team, document each step with volumes and cycle times, and rank candidates by hours saved against build effort.
Each automation is designed with explicit failure paths - what retries, what escalates to a human, and what gets logged for review.
We build in your tooling where possible and add monitoring so a broken run pages someone instead of going unnoticed for a week.
Your team gets documentation, a runbook, and enough training to change the easy things without calling us.
Manual handoffs replaced by monitored pipelines
Errors surfaced and retried instead of silently dropped
A single audit trail across every automated run
We would rather say so early than take the work and disappoint you later.
Processes that change shape every month - stabilise the process first, then automate it
Work that is mostly judgement rather than mostly rules
One-off data migrations, which are cheaper as a script than as a pipeline
Replacing a system of record, which is a software build rather than an automation
Process audit and opportunity map
Automation build with alerting and retry logic
Runbook and team handover training
Post-launch monitoring dashboard
Engagement: Fixed-scope project or monthly retainer
Timeline: First automation live in 2-4 weeks
Discuss This ServiceTo the first automation running in production
Of manual touches removed in a typical first phase
Of runs logged, monitored, and replayable
In Practice
A distributor taking orders by email, portal, and EDI. All three were normalised into one intake pipeline that validates pricing against the ERP before anything reaches accounts.
A professional services firm ran onboarding across eleven manual steps in four tools. The rebuilt flow tracks each client through one state machine and chases missing documents on its own.
A regulated lender assembled monthly returns by hand. The data is now gathered, reconciled, and packaged automatically, with a reviewer sign-off before submission.
Jobs scored and assigned by skill, location, and SLA remaining, with the day rebuilt automatically when an engineer calls in sick.
Related Work
Logistics
A third-party logistics operator was rekeying every customer order from email and portals into its warehouse system. We replaced the whole path with a monitored ingestion pipeline.
Questions
Get In Touch
We design, build, and run the internal systems that move your business - workflow automation, custom software, and the integrations that hold them together.
1048 El Monte Ave Ste C, Mountain View, CA 94040, United States