AUTOMATION WORKFLOWS
Automation workflows, built in Covington.
Once the front of your business runs properly, we go after the jobs that quietly eat your week. If you do the same steps every time, it can be a button.
If it takes judgment it stays with you. If it just takes patience, it should not.
Request a callTHE KIND OF THING
Off your desk, every week.
- Attachments pulled out of email, filed, and typed into a spreadsheet
- A calendar that fills itself from the same three senders
- Reports that build themselves on a schedule
- The thing you re-check every month, checked automatically
THE IDEA, DRAWN
Illustration
IllustrationTHE HARD END
Some work is repetitive and technical.
Data arrives in a particular format. It has to be checked against rules where being wrong is expensive. Today someone qualified sits there doing it by hand.
That gets automated too. The file lands, it is read, it is validated against the model that actually governs it, and what is wrong comes back with the reason why. Nobody has to be in the loop.
MEASURED
What this work has actually been worth.
zero to a live production platform, ~90,000 lines
spreadsheet formulas checked in one day; one error was worth a third of a month's revenue
of records verified automatically, none skipped
returned on a single document inbox
WHAT WE WORK WITH
What this is built out of.
It works with where your files already live and the tools you already pay for, it tells you when something fails instead of failing quietly, and it is plain enough that somebody else could take it over.
See the tools and platforms
Everything below is in use in something we have built, not a list of things we have read about.
- The work itself
- Documents and PDFs pulled out of email, read, filed, checked against rules, and handed to whatever you already use
- Out of spreadsheets
- Excel and Sheets processes rebuilt as real applications with a database behind them, so two people cannot hold two versions of the truth
- Where your files already live
- Microsoft 365 and SharePoint · Google Sheets · plain shared folders
- Plumbing
- Webhooks, REST APIs, and jobs that run on a schedule, with monitoring, because the dangerous failure is the quiet one
- Checking
- Validation against the rules that actually govern the data, and a record of what failed and why rather than a red cell somebody has to interpret
QUESTIONS WE ACTUALLY GET
- What can actually be automated?
- The test is simple. If you do the same steps every time, it can be a button. If it takes judgment, it stays with you. Most businesses have more of the first kind than they think.
- Do I have to change the software I use?
- Usually no. We build around the tools you already run, and only suggest replacing something when it is genuinely in your way.
- Is a person still in control?
- Always. Your people approve what ships and what gets sent. The machine does the volume; you keep the authority.
- What does it cost?
- You get one fixed number first. We start with the piece that pays for itself fastest, and when it proves out, the next one connects to it.
START
Request a 20-minute call.
Tell us the part of your business that runs on somebody's memory and a spreadsheet. We'll tell you the one system worth building first, and what it costs, as one number.
No deck, no pitch, and if we're not the right fix, we'll say so.
We read every one. Expect a reply within a business day.
Request a call