Package 05

Back-Office Automation

Hours of manual work handed to automation, with fewer errors and faster turnaround.

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What's in the package.

Best for

Teams buried in paperwork, data entry and reports.

What's included

Document handling: reading, sorting and filing
Invoice and purchase order matching
Approval workflows and reminders
Automatic reports and dashboards, connected to the tools you already use

Every package is shaped to your business. What it includes is confirmed in a written proposal.

Run a workflow.

Switch between Assist, Approve and Execute, run it, and select any step to see what it does.

How much autonomy?

AssistApproveExecute

AI does the work. A person approves before anything leaves your systems.

Selected stepPerson approves

The point where a person decides before anything goes out.

Approves what goes out

Fig. 06A lead workflow from first message to follow-upDemo

The parts of a workflow.

Every automation is built from the same seven kinds of step.

TriggerWhat starts the work: a form, a message, a call or a schedule.
AI stepUnderstands, classifies, drafts or decides within your rules.
ConditionA branch on your criteria: qualified or not, urgent or not.
ToolAn action in another system: send a message, book a slot, look something up.
ApprovalWhere a person decides before the work continues.
System of recordWhere the result is written: your CRM, ERP or case system.
OutcomeThe result, recorded and reported to whoever needs it.

Assist, Approve or Execute.

Start in Assist, and move a workflow to Execute once you have seen it work.

Assist

AI prepares. A person acts.

AI drafts and prepares every step
A person reviews and sends
A good place to start: you see everything first

Approve

AI acts. A person approves what leaves.

AI does the work end to end
A person approves anything that leaves your systems
Internal steps run on their own

Execute

AI acts within your limits.

AI completes the workflow on its own
Sensitive actions and exceptions still go to a person
For high-volume work you understand well

Workflows by function.

Patterns we start from. Each is adapted to your systems, rules and approvals.

Illustrative

Sales
1. Inbound lead
2. Qualify against your criteria
3. Reply with meeting times
4. Update the CRM
Support
1. Ticket received
2. Classify and draft an answer
3. A person approves refunds
4. Close the ticket
Finance
1. Invoice received
2. Match it to the order
3. Flag any mismatch
4. A person releases payment
HR
1. Application received
2. Screen against the role
3. A recruiter approves the shortlist
4. Book the interview
Operations
1. Maintenance request
2. Triage by urgency
3. Raise the work order
4. Update the requester

Other packages.

All packages

Growth AuditAny business that wants a clear plan.
Digital PresenceBusinesses that want to be found and trusted online.
Sales & Marketing GrowthBusinesses that want more leads and more closed deals.
Customer Care 24/7Businesses with many customer questions, bookings or complaints.
Smart Facility OperationsFacility management and property operations.
Estimate & ProcureContractors, MEP and engineering firms, and trading companies.
Hiring DeskGrowing teams, and recruitment and manpower companies.
Centralised AIBusinesses running several teams, systems or AI agents.
Growth PartnershipBusinesses that want a long-term technology partner.

Under your controlPermissions, approvals, an activity record and escalation are designed into every system we build.How we design for trust

Connected to your systemsCRM, ERP, messaging, documents, calendars, data and your own APIs: each connection gives AI a specific job.See how it connects

Your next step is free.

Tell us about your business. We'll show you what's possible with a free consultation, a free demo built for you, and a free quotation.

Book a free consultation