System 01 · Workflow Automation
Processes that move on their own.
Requests, approvals, onboarding and hand-offs run end to end, logged step by step, with people stepping in only where judgement matters.
- TriggerNew client form submitted09:12:04
- DecisionContract above approval threshold → route to manager09:12:05
- ApprovalApproved by Dana (manager)09:13:48
- ActionWorkspace, invoice and kickoff call created09:13:52
- ExceptionVAT number missing → requested from client09:13:53
- ResolvedVAT number received · record updated10:02:11
- CompleteOnboarding complete · team notified10:02:15
Sample run · every step logged and auditable
Anatomy
Five states every good workflow handles.
Most automations only cover the happy path. We design for the decisions and the exceptions too. That’s what makes them dependable.
- 01
Trigger
Something happens: a form, an email, a payment, a date.
New client form submitted - 02
Decision
Rules decide the route: by value, type, region or risk.
Above threshold → manager approval - 03
Action
Records, documents, invoices and messages are created.
Workspace + invoice + kickoff - 04
Exception
Missing or unusual data is caught, not ignored.
VAT number missing → requested - 05
Completion
Everyone who needs to know is told. Everything is logged.
Team notified · run archived
Human approvals
Automation that knows when to ask.
Approvals arrive where your team already works (email, chat or your project tool) with the context needed to decide in seconds. Nothing irreversible happens without the right person’s yes.
New client onboarding: Fieldhouse Legal
- Contract
- 12 months · above threshold
- Requested by
- Workflow · client onboarding
- Next steps if approved
- Workspace, invoice, kickoff call
Routed to Dana · example
Integrations
Works with the tools you already use.
We connect through native integrations, APIs or automation platforms. During mapping we confirm exactly what each of your tools allows.
- CRM
- Email & calendar
- Website forms
- Accounting & invoicing
- File storage
- Project management
- Team chat
- E-signature
- Spreadsheets & databases
- Booking systems
- Help desk
- Payment providers
What changes
Less chasing. More finishing.
- 01
Nothing falls between people
Hand-offs happen automatically, with the context attached. No more “I thought you’d sent it.”
- 02
Consistent every time
The same steps, in the same order, for every client. Documented and easy to improve.
- 03
Status you can see
Every run is logged, so anyone can check where something is without asking around.
- 04
Time back for real work
Your team spends its hours on clients and judgement calls, not on copying data between tools.
Which process should run itself?
Bring us the workflow that eats the most time. We’ll map it and show you what automating it looks like.