Process automation

Automation starts with a question: what do you do the same way every week? An invoice after hand-over, an email after a status change, a report on Monday morning, a deadline reminder, moving data from a form into the system. Each of these can be handed to a machine if the data is in one place.

We build automation inside your system or between the tools you already use: mail, calendar, invoicing, spreadsheets, Outlook and Excel.

• Documents generated from data: offers, contracts, reports, invoices
• Notifications and reminders after a case changes state
• One-click exports to Excel, PowerPoint and the calendar
• API integrations with the systems you already have
• Reports sent on a schedule with no one involved
• Control: every automation has a log and can be undone

We list the manual tasks with you and count how many hours they take a month. We pick the ones that pay back fastest.

Every automation runs in a trial mode first, alongside the manual work, and only then instead of it. That way you see it does exactly what it was meant to.

Automation is quoted per item or as a package, as a fixed sum, once we have counted what is to be automated. We fit the order to the budget: first what takes the most hours.

If you have our system under a subscription, further automation comes under the contract, with no separate quote.