Service Process automation
The tools you already have, working on their own and with each other.
In most SMEs, information does not flow: it gets copied. From email to Excel, from Excel to invoicing software, from the software to a WhatsApp message to notify someone. Every manual step is time lost and another chance for an error.
We automate those workflows by connecting what you already use: email, CRM, invoicing, WhatsApp, SharePoint, your ERP. No switching tools and no retraining: your team keeps working where it always has, but stops acting as a messenger between programs.
What we automate
The six tasks we are asked for most often. Find the one taking up your team’s mornings.
Where AI comes in
Connecting two tools is plumbing: if this happens, do that. AI comes in where that rule falls short.
- A PDF invoice — every supplier lays it out differently, yet the amount, date and description still need to be extracted.
- An order inside an email — written freely, with no usable form or template.
- A photographed delivery note — taken on a phone in the warehouse, crooked and in shadow.
AI reads those documents, understands what they say and extracts the data your program needs. Your tool still stores it: AI handles the part that does not fit into a rule; it does not replace your programs.
That is the difference between automating a process and automating it with AI: real-world input does not have to arrive neatly organised for the process to keep running on its own.
What you get
- Hours reclaimed Every week, the time now spent copying data goes back to your team.
- Fewer errors No more manual data entry or the mistakes that come with it.
- Traceability You know the status of everything without asking anyone.
We automate in phases
We start with a small part of the process, where it brings the greatest benefit, and expand in later phases once we have confirmed it works.
- We start small We choose the part of the process where automation brings the greatest benefit.
- We get it working It runs with your team and your real tools until we confirm it works on its own.
- We expand Once that part is proven, we move on to the next. That way you do not stop the business to automate it.
When individual tasks add up
Many customers start with one task and end up with several running at once. At that point the natural next step is not adding individual tasks one by one, but an Administrative Assistant that handles an entire area.
Frequently asked questions
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What counts as a task that can be automated?
Any repetitive, clearly defined task someone on your team currently does by hand between two or more tools: moving data from one place to another, sending a notification when something changes, generating one document from another. We automate that specific task, not your whole business at once.
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Do we have to change tools?
No. We connect what you already use — email, CRM, invoicing, WhatsApp, SharePoint, your ERP — without replacing anything or retraining anyone. Each task is also automated with the whole workflow in mind, so the entire process improves gradually.
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What if the task taking up our time is not on the list?
The list covers the most common tasks, but it is not exhaustive. Tell us what someone on your team does every week and we will assess whether it can be improved.
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How does "gradual" automation work?
We start with a small part of the process, the one with the greatest benefit, get it working and only then expand to the next phases. That way you do not stop the business to automate it.
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How much does it cost?
It depends on which tools you use today and how the process is set up. We give you a fixed price after learning about your case in a short call.
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What happens once we have several tasks automated?
At that point many customers move to a full assistant that handles an entire area, instead of adding individual tasks one by one.
If someone in your business spends their mornings copying data from one place to another, let’s talk.
Book an initial meeting