Rules in your words
01When this happens, then that. Written in the language your business uses, visible on a screen, and changeable without us.
Back home
What we build
Workflow automation software
Every company has a set of tasks that are not hard, just relentless: the follow up, the reminder, the weekly report, the invoice off real hours. They are the first thing to slip on a busy week, and they are the easiest thing to take off a person.
You probably need this if
- Work sits waiting because nobody knew it was their turn
- Invoices go out late because somebody has to assemble them
- The same email gets written fifty times a month with three fields changed
- Things only get chased when a customer complains
What workflow automation usually includes
Thresholds that raise a flag
02A number crosses a line and the right person hears about it before a customer does.
Scheduled work
03The nightly report, the Monday summary, the month end pack. It runs whether or not anyone is in the building.
Documents generated, not typed
04Job sheets, certificates and invoices built from the record, with the numbers already correct.
Alerts where your team already is
05Into the chat channel they have open, with the context and the buttons to act, rather than another inbox to check.
A person on anything customer facing
06Routine work runs on its own. Anything that reaches a customer waits for somebody to approve it, and that is a design rule in every build rather than a setting that can be switched off by accident.
What changes
The busy week stops costing you
The follow ups that used to slip when everyone was flat out go out anyway.
Billing catches up with the work
Invoices raised from real hours and real units, on the day, rather than reconstructed at month end.
Your team does the judgement
The repetitive half goes. The deciding stays with people, which is the half worth paying for.
Questions we get about this
How much of this actually runs without a person?
The repetitive half. Moving data between systems, checking entries, watching for exceptions overnight and drafting the routine writing. The judgement stays with your team, and anything reaching a customer waits for a person to approve it.
What happens when a rule turns out to be wrong?
You tell us and we change it, usually the same week. That is the whole argument for owning your system. A vendor would log it as a feature request and put it in a queue.
Can we see what it did?
Yes. Everything an automation does is logged with a timestamp the same way a person's action is, so you can answer how did that happen months later.
Also worth reading
Custom Operations Software
One screen your team works from, instead of eleven tabs and a shared spreadsheet nobody trusts.
Also worth reading
Systems and API Integration
You keep what already works. We build the layer that makes it agree.
Tell us how your version of this works.
Twenty minutes on the phone and you get a straight answer about whether software fixes it, including no.