Process automation
Automate repetitive tasks. Keep control of decisions.
Do your teams check deadlines, copy information from documents or forward the same requests every week? We automate the steps that follow defined rules, with human approvals and exception handling built in.
The tasks we automate
When the same manual steps come around every day.
An incoming request, a document to process or an approaching deadline can trigger a sequence of actions. We identify which steps to automate and which need a person’s involvement.
Your teams find and copy the same information from each document.
Process the information in your documents
Collect files, extract useful data and check the required fields before using them. Missing, inconsistent or ambiguous information is routed for human review according to defined criteria.
Every case has to be forwarded manually to the right person.
Move requests and approvals forward
Assign a request based on its type, seek approval and trigger the next step when the conditions are met. Decisions that require approval stay with the designated people.
Someone checks deadlines and decides who needs a reminder.
Trigger reminders at the right time
Send a reminder based on a date, a status or a missing response. Recipients, frequency and stop conditions are defined so reminders end once a case has been resolved.
The same data is copied into a template for every new case.
Prepare recurring documents
Generate a document from approved information and the agreed template, then submit it for review or send it according to the defined rules. Required data and generation conditions are specified before implementation.
When a process spans several tools, software integration lets the required data flow between steps.
Artificial intelligence
AI when content needs interpretation.
Some steps follow explicit rules, such as a reminder on a due date. Others involve interpreting a document, classifying text or preparing a summary. We assess whether AI is useful based on your examples, the quality of the results and the checks required.
Our method
Start with a concrete process, then check every step.
A well-chosen first process lets you check the outcome before extending the automation.
Understand
We review the current workflow: its starting point, the tools used, repeated manual steps and the exceptions encountered. Frequency, time spent and tracking difficulties help identify a suitable first process.
Define
We specify the automatic actions, rules, human approvals and recovery procedures. We also decide how to evaluate the result, for example through the number of manual steps or processing times. Scope, deliverables, budget and a provisional timeline are defined before development begins.
Build
We build the process and test it with representative examples, including incomplete data, ambiguous cases and errors. These tests check the actions performed, the controls and the planned interventions.
Go live
We prepare process activation, status monitoring and the handling of exceptions. Responsibilities, handover materials and support arrangements are defined to organize day-to-day use and future changes.
Frequently asked questions
How do we choose the first process to automate?
A good starting point is a frequent task with known steps and examples you can share. We also examine the variety of cases and the effort needed to handle exceptions. The expected benefit is weighed against implementation and operating costs.
Will our data be sent to an external AI service?
That depends on the chosen solution. If an external service is considered, the data to be sent, terms of use and confidentiality constraints are reviewed during scoping.
Can we keep human approval in the process?
Yes. Approval can be required at a given step every time, or only for certain cases. We define the criteria, the people involved and the information presented to them. What happens next then depends on their decision.
Do we need to change our software?
Not necessarily. We review your tools’ features and interfaces to determine what can be automated in your existing environment. Available access and connection options may limit certain steps or require an adjustment.
How can the process evolve when our rules change?
Maintenance and change arrangements are set out in the proposal. Some rules can be made configurable if this is included in the project. Other changes require development work and testing before they go live.
What task do your teams repeat every week?
Describe where it starts, the steps involved and the situations that need review. We will explore what can be automated and define a useful initial scope.
Discuss your projectNo specifications needed for a first conversation.