Approval workflows
Purchase requests, leave, discounts or expenses routed to the right person, with reminders and a clear record.
In plain words
Most businesses have tasks that follow the same steps every time: fill a form, get approval, update a sheet, send an email. We turn those steps into a workflow that runs automatically. People only step in when a decision is needed.
Is this for you?
Signs your processes need automating
If any of these sound familiar, this service can help.
- Approvals get stuck in someone’s inbox for days
- Important spreadsheets are emailed around and nobody knows which version is latest
- Month-end reports take days of copying and pasting
- New employees or customers miss steps during onboarding
- You only find out something went wrong when a customer complains
- Staff spend more time updating systems than doing their real job
What we build
Workflows we automate
We start with the process that costs you the most time, then build from there.
Invoicing and billing
Create, send and follow up invoices automatically, and update your accounts when payments arrive.
Onboarding
Step-by-step onboarding for employees or customers, with accounts, documents and checklists handled for you.
Automated reporting
Reports and dashboards that update themselves from your systems, ready every morning.
Alerts and reminders
Get notified the moment something needs attention, such as low stock, late payments or missed deadlines.
Data sync between tools
Keep your CRM, accounts, spreadsheets and email in step without retyping anything.
Example
Purchase approval workflow
A growing company handles purchase requests over email. Here is the difference automation makes.
Before
- Employee emails their manager asking to buy something
- The email gets buried and has to be chased
- Finance has no record of what was approved
- Totals are added up manually at month-end
After
- Employee fills in a simple form
- It goes to the right approver automatically, based on the amount
- Reminders are sent if nobody responds
- Every decision is logged and the report builds itself
How it works
How we automate a process
- 01
Map it
We sit with your team and write down how the work really happens today.
- 02
Simplify
We remove unnecessary steps before automating anything.
- 03
Automate
We build the workflow using the right tools for your setup.
- 04
Hand over
Your team is trained, and we keep improving it as you grow.
What you get
Included in every project
Clear deliverables, so you always know what you are paying for.
- A clear map of your process, before and after
- A working, tested workflow
- Dashboards that show where work is waiting
- Error alerts so nothing fails silently
- Simple training for your team
- Documentation so anyone can understand it
- Full ownership of everything we build
- Support when your process changes
Questions
Frequently asked questions
Straight answers to what clients usually ask us first.
Which tools do you use?
Whatever fits best. That may be Microsoft Power Automate if you already use Microsoft 365, or a custom .NET solution when you need more control. We recommend the simplest option that will last.
Do we have to change how we work?
Only where it helps. We usually remove a few unnecessary steps, but the aim is to fit how your team works, not force a new system on them.
What happens when our process changes?
Workflows are built to be updated. Small changes are quick, and we document everything so your team understands how it works.
How is this different from AI agents?
Process automation handles predictable, rule-based steps. AI agents handle work that needs reading or judgement, such as understanding an email. Many projects combine both.
How much does it cost?
After a free call we give you a fixed price for the first workflow. Many clients start with one process and add more once they see the time saved.
Which process eats up your team’s week?
Book a free 30-minute call. You will leave with practical next steps, whether or not we work together.