Work Area
Automation Systems
We build automation systems that move information and trigger actions across your tools without manual effort. We start with the tasks worth automating, add checks and alerts around each one, and keep a record of every step so your team can see what happened.
- 1,200+ clients helped
- Building since 2010
- 15 services, one team
- 50+ technologies
At a glance
What we build
We build automation systems: connected rules that move information and start actions between your tools, so people no longer copy and chase it by hand.
Problems we solve
Staff re-type data, forward emails, and remind each other of tasks, so work is slow and errors creep in.
Who we serve
Operations and finance teams with repeated manual tasks, and owners who want staff time spent on judgment, not copying.
How to choose
Automate tasks that are frequent, rule-based, and well understood. Leave rare or judgment-heavy tasks to people.
In practice
Rules that run on their own
We build sets of rules that watch for an event, such as a new order or a late invoice, and then act on it, such as updating a record or sending a message, with nobody carrying the work between tools.
Each rule is simple. The value comes from joining them, so a task flows across tools without anyone carrying it.
Good automation also reports on itself. When something fails, the right person is told, so problems are found in minutes and not weeks.
The same task, by hand and automated
Before: Done by hand. A form arrives by email; Someone copies it into a spreadsheet; Someone else sends a reminder. After: Done by an automation. The form is recorded automatically; A task is created for the right person; A reminder is sent if it is late.
Before
Done by hand
People carry information between tools.
- A form arrives by email
- Someone copies it into a spreadsheet
- Someone else sends a reminder
After
Done by an automation
The tools pass it on themselves.
- The form is recorded automatically
- A task is created for the right person
- A reminder is sent if it is late
Often built with
Is it worth it?
Which tasks to automate first
A quick test helps. Rank each task by how often it happens, how clear the rules are, and how costly mistakes are.
| Question | Automate when | Keep manual when |
|---|---|---|
| How often does it happen? | Daily or weekly. | A few times a year. |
| How clear are the rules? | Anyone could follow them from a written list. | It depends on judgment and context. |
| What if a mistake happens? | It is small and easy to correct. | It is costly or hard to undo. |
| How long does it take today? | Hours each week. | Minutes each month. |
What is inside
The layers of an automation system
Even a small system has the same layers. Larger ones add more of each.
The layers of an automation system
Layers from top to bottom. Triggers; Rules; Actions; Monitoring.
- TriggersEvents that start work, such as a new form or a date.
- RulesWhat to do, and in what order.
- ActionsUpdating records, sending messages, creating tasks.
- MonitoringAlerts and logs when something fails.
Where it helps
Common automations
Sales and customers
- New inquiries logged and assigned.
- Follow-up reminders and welcome emails.
Finance
- Invoices created and chased.
- Receipts matched to payments.
Operations
- Requests routed and tracked.
- Stock alerts and purchase orders.
People
- Onboarding checklists.
- Leave requests and approvals.
A typical example
A new client set up from one form
A typical case is a small firm where each new client triggers a dozen small tasks: a folder, a contract, an invoice, a welcome email, and a calendar reminder. Staff sometimes forget one.
An automation could create all of them from one form and tell the owner if any step fails. New clients would start the same way every time.
Technology
Under the hood
The detail a technical reviewer will ask about: tools and reliability.
Tell us the task your team repeats most
Describe it and how often it happens. We will estimate the time it takes and say whether automating it is worthwhile.