Invoice and order workflows
The system receives a document by email, extracts the data, validates required fields and creates a record in an ERP or accounting platform. Unusual cases go to a person for approval.
SERVICE DETAILS
Business process automation
Business process automation is valuable when it removes specific manual work. We map the current workflow, select repeatable steps and connect the tools your team already uses. The system handles rule-based tasks and sends exceptions to the right person with the context they need.
Pricing
Tailored quote
First response within one business day
Delivery time
2-6 weeks
Who is this service for?
Your team copies data between email, Excel, CRM or ERP and repeatedly fixes the same errors
Preparing quotes, documents or reports takes hours even though the workflow looks similar every time
The process has grown with the company and now depends on a few people's memory, manual reminders and status checks
Example use cases
We shape the scope around one workflow and a measurable result. These are common places to start.
Automated quotes and documents
Data from a form or CRM is inserted into an approved template. The PDF can be stored, sent to the customer and attached to the correct sales opportunity.
CRM updates without retyping
Enquiries from forms, inboxes or calendars create a contact and task in the CRM. Sales receives complete data instead of creating each record manually.
Scheduled reporting
The system collects data from several sources, calculates agreed metrics and sends a report on schedule. Your team analyses the result instead of assembling it.
Enquiry and message handling
Messages are classified, assigned to the right person and enriched with customer data. Urgent cases can trigger an immediate notification.
Approvals and deadlines
A request follows an agreed approval path while the system reminds people about missing decisions and records the full change history.
What's included?
A process map and a measurable baseline
Before implementation, we document the current workflow, case volumes, time spent and sources of errors. This shows which part is worth automating first.
Rule automation with exception handling
The system handles repeatable cases and routes missing data or unusual situations to a person. We do not hide exceptions in the code or automate decisions that require judgement.
Connections to your existing tools
We connect email, forms, CRM, ERP, spreadsheets, warehouse platforms and messaging tools through APIs, files or secure webhooks. If no suitable connector exists, we build one.
AI only where it adds value
AI models can read documents, classify content or prepare a draft. Critical rules, validation and approval remain explicit and controllable.
Logs, alerts and manual correction
Every case has a status and history. A failed connection is not silent: the system retries, sends an alert or assigns the task to an operator.
Documentation and handover
We document data sources, rules, access and error handling. The code, repository and credentials are handed over when the project is complete.
Technology and systems we can connect
We confirm each connection after reviewing the documentation, system version and available permissions.
- Microsoft 365
- Google Workspace
- Gmail and Outlook
- HubSpot
- Pipedrive
- Salesforce
- Comarch ERP Optima
- Subiekt GT and nexo
- BaseLinker
- WooCommerce
- Excel and Google Sheets
- REST APIs and webhooks
- Make, Zapier and n8n
How we work together
See the full process01
Process analysis
Using real cases, we map the steps, data, exceptions and responsible people. We also agree a simple success metric.
02
First-stage scope
We select a part that can be launched and measured safely. You receive a solution outline, schedule and quote.
03
Implementation and data testing
We build the integrations, rules and operator view. We test normal cases, invalid data and interruptions to external systems.
04
Launch, measurement and development
We launch the workflow, monitor its first cases and compare results with the baseline. The next stage is planned from real data.
How we prepare a quote
We price each workflow after reviewing real examples. Three factors have the greatest effect on the implementation scope.
Steps and exceptions
We assess how many stages can follow explicit rules, which situations require human judgement and how often data is incomplete.
Systems and data access
The number of connections, API documentation, test access and the input data format all affect the work required.
Control and maintenance
An operator panel, change history, alerts, user roles and response-time requirements affect both implementation and ongoing support.
Before work begins, you receive a first-stage specification, schedule and fixed price for the agreed scope. Licences, cloud services and AI model usage are shown separately.
Frequently asked questions
How do you price business process automation?
We first analyse one real workflow: its steps, data sources, systems and exceptions. You then receive a proposed first-stage scope, schedule and fixed price. Licences and third-party service costs are shown separately.
Do we need to replace our current software?
Usually not. We first check whether your tools provide APIs, file exports or other secure ways to exchange data. The goal is to connect your existing environment, not replace everything without a reason.
Which process should we start with?
Choose a task that occurs regularly, follows a similar path, uses accessible data and consumes a measurable amount of time. A good first scope covers one case type, one source and one clearly defined result.
Can the automation use artificial intelligence?
Yes, when the workflow includes documents, messages or content that cannot be described with a simple rule. AI can classify, extract or draft, while critical data is validated by rules and uncertain cases go to a person.
What happens if one of the systems is unavailable?
The integration should record the error, retry and notify the right person. We design a case queue and manual restart option so a temporary outage does not cause data loss.
How long does implementation take?
A limited first workflow usually takes 2-6 weeks. Timing depends on system access, API documentation, test data and the time your team needs to approve scenarios.
Other services
Show us one process that consumes your team's time
Tell us who performs the work, which tools they use and where delays occur. We will suggest what to check and what a sensible first stage could include.