AI and automation
The repeated steps run themselves
Every company has someone spending two hours a day moving numbers from a system into a file, and from that file into a message. Those two hours are not work. They are a tax on systems that do not talk to each other.
Examples
What a first automation project usually covers
We start at the step that jams most often.
Finance and admin
- A supplier invoice posting once it matches
- A purchase request routed by amount
- Payroll gathering attendance and allowances
- An alert well before a contract or licence lapses
- A weekly report built and sent unattended
Operations and sales
- A new lead assigned and the rep alerted
- A paid order opening a work order
- A late shipment raising a supervisor alert
- A review requested once a ticket closes
- Stock below minimum opening a purchase request
Where to start
Automating a bad process gives you a faster bad process
The commonest mistake we see is automating a tangled path exactly as it stands, which doubles its complexity and makes it harder to change. We map the current path as it truly runs rather than as it is written down, delete the steps that add nothing, then automate what remains.
How we choose the first process
Measurement
How we prove the automation saved anything
We measure before building, not after.
Time before and after
We time the manual process before starting, or any claim of saving is only an impression.
Error count
How often the process needed correcting each month, usually a larger gain than the time itself.
What was left to people
The exceptions that fell out of the path, whose review reveals the next rule worth automating.
Questions
About process automation
Do we have to change our current systems?
What if an automation breaks?
Can our team change them later?
Start here
Tell us about your project
Send us two lines about what you need on WhatsApp. We reply, book a short scoping call, then send a written plan with cost and timeline before you commit to anything.