Requests and follow-up
Collect a request, classify it, assign it and prepare the tasks needed to handle it.
AI/003Process automation
Fewer manual steps.
More work done.
We automate tasks you currently handle manually across emails, documents and applications: recording requests, updating data, creating tasks and following up. We use AI where the content needs to be interpreted.
Repeated work
has a journey.
A request arrives by email, someone copies the details and another person prepares the next step. We connect that workflow so the information moves forward without repeating the work.
Record updates
Move information between applications without entering the same data repeatedly.
Email and documents
Interpret messages or documents to prepare records, drafts and actions that the team can review.
Notifications and exceptions
Flag outstanding cases and report issues when a task needs human attention.
From a request
to the next step.
An email can become a recorded request, a task for the right person and a follow-up notification. We define what happens automatically and what needs your review.
Starting point
- Applications
- Records
WorkflowOutcome
- Tasks
- Updates
- Notifications
From an opportunity
to a useful solution.
These are the elements we define in the proposal. The final scope depends on your starting point and business priorities.
/001Process map
We document inputs, decisions, owners and the expected outcome of the automation.
/002Rules and integrations
We build the agreed steps and connections using the access each tool provides.
/003Confirmations and exceptions
We define which actions run, which are reviewed and what happens when data is missing or a connection fails.
/004Workflow testing and logs
We test representative cases and provide the information needed to follow their status and resolve issues.
/005Handover and continuity
We hand over the access, documentation and guidance covered by the agreed scope. Follow-up or maintenance is defined separately if commissioned.
From your current process
to a connected workflow.
(4)Walk through the work
Together, we follow a case from start to finish and identify repeated data entry, delays and decisions.
Connect the steps
We set up the connections and workflow rules. AI is used only for steps that need to interpret information.
Test the exceptions
We check the complete workflow and what happens with incomplete data, duplicates or an unresponsive tool.
Launch and monitor
We launch the workflow with your team and make it clear what has completed and what needs attention.
Clear criteria.
Control at every step.
Rules before assumptions
Known conditions are handled with rules. AI interpretation is used where it adds value and checked before the workflow continues.
Keep track of requests
We define how to detect duplicates, record progress and notify someone when a step cannot be completed.
Controlled changes
We agree which records the workflow can change and which messages, approvals or actions need confirmation.
Before we start.
(5)Does every automation need AI?
No. Tasks with clear rules can usually use conventional integrations. We add AI where messages, documents or other variable information need interpretation.
Can it run without constant supervision?
We can automate steps within an agreed scope, but exceptions, permissions and monitoring must also be planned. We define who steps in when the workflow cannot continue.
Do I need all my data ready?
Not for the first conversation. We need a representative sample and someone who knows the process. Organising or cleaning the information is assessed as part of the scope.
What costs are involved after implementation?
Depending on the solution, ongoing costs may include model usage, hosting, licences or connected services. The proposal separates these from development and any agreed reviews or improvements.
Can we start with a small test?
Yes. We can define one process, its sources and evaluation criteria before extending its use. A test helps assess value; it does not replace the checks needed for production.
Engineering × Design.
For the next step.