⚙️ Operations & Admin

Workflow Automation

Work stalls at manual handoffs between tools. Data gets retyped, approvals sit in inboxes, and nobody knows project status without asking.

How AI Helps

Map your processes to identify bottlenecks, then connect your apps to automate repetitive handoffs and approvals.

  • Process mapping: Finds where work gets stuck in your current processes
  • Smart routing: Routes approvals to the right person automatically
  • Exception handling: Handles routine work and only flags unusual cases for your review

Pain Points This Solves

Different pains, tailored solutions.

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Drowning in busywork

Stop doing work a system should handle

Hours spent on predictable tasks — chasing approvals moving data sending reminders. Every handoff is a delay and error risk.

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Can't keep up

Move faster without adding headcount

You need more capacity but can't afford more people. Growth is constrained by manual bottlenecks.

Implementation Tiers

Choose the level that matches your readiness and ambition.

Quick Win
1-2 days

Use AI Chatbot (ChatGPT, Claude) or Microsoft Copilot to map your current process and identify bottlenecks. Get a step-by-step improvement plan.

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Examples
Process documentation, bottleneck identification, workflow mapping, automation planning
Business Impact
Identify 5-10 hours/week of waste in your current processes. Clear roadmap for improvement.
Efficiency
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Workflow Fix
2-4 weeks

Connect apps with No-Code Automation Platform (Zapier, Make, n8n) or Power Automate. Automate handoffs between tools, auto-assign tasks, and trigger notifications.

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Examples
CRM to email automation, form-to-database flows, approval routing, status change notifications
Business Impact
Eliminate repetitive tasks. Processes that took days now happen in hours.
Scale
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Tailored Asset
6-10 weeks

Replace a patchwork of automation subscriptions with one workflow engine built for your exact processes. Conditional logic, approval chains, and exception handling that off-the-shelf tools can't match.

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Examples
End-to-end order processing, intelligent document routing, predictive workload balancing, cross-system reconciliation
Business Impact
Cancel Zapier, Make, and three other tools. Own a workflow engine that scales without per-task pricing.
Strategic Moat

Industry Applications

See how this applies to your sector.

Ready to implement Workflow Automation?

Take our assessment to see how this fits with your other priorities, or get in touch to discuss implementation.