Workflow Automation
Keep admin moving without replacing the systems you already use.
Connect inboxes, documents, CRMs and internal systems so repetitive processes happen automatically.
What it handles
- Incoming emails
- Document processing
- Extracting structured information
- CRM updates
- Spreadsheet and database updates
- Routing requests
- Generating summaries
- Approval workflows
- Exception handling
- System integrations
Repetitive work, handled.
Two example workflows. In both, the rules are written down and a person makes the decisions that need judgement.
Demonstration workflow
Document processing
- Email or document received
- AI reads information
- Extracts required fields
- Updates business system
- Unusual cases flagged for human review
- Summary generated
- Email received with attachment: INV-2291.pdf
-
- Supplier
- Riverside Supplies
- Invoice
- INV-2291
- Amount
- £1,240.00
- Due
- 14 November
- Accounts system updatedBill created and waiting for approval.
- Flagged for reviewAmount is higher than usual for this supplier.
- SummaryInvoice processed. One item waiting for a person to check.
Fictional example data.
Demonstration workflow
Request routing and approval
- Request email arrives
- AI classifies the request
- Rules choose the approver
- Approval request sent
- A person approves
- System updated and requester told
- Email from Priya: laptop needed for a new starter
-
- Request type
- Equipment purchase
- Requested by
- Priya, Operations
- Estimated cost
- £950
- Rule appliedPurchases over £500 need the operations manager’s approval.
- Approval needed: laptop for a new starter, £950. Approve or decline?
- Approved.
- Purchase request createdPriya has been told it’s approved. Decision logged.
Fictional example data.
Specialist area: food and beverage
We also understand the technical and compliance paperwork food and beverage businesses deal with. That makes it a natural fit for automation that supports qualified technical review, not replaces it.
- Supplier documents
- Extract information
- Identify missing documentation
- Track expiry
- Flag exceptions
- Specifications
- Compare versions
- Identify changes
- Create review summary
- Customer questionnaires
- Retrieve internal information
- Prepare draft answers
- Technical review
- Technical documentation
- Organise
- Extract
- Route
- Monitor
AI does not replace qualified technical or regulatory approval. Human review remains required wherever legal or compliance judgement is involved.
Hand over the busywork.
Show us the process your team repeats every week.