Make systems work together
We connect systems such as your CRM, accounts and portal through APIs and webhooks. Data and statuses go where your team needs them.
02 / WORKFLOW AUTOMATION
From an incoming request to the next action: we connect your systems and automate recurring work. With checks where people need to be involved in decisions.
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SOUND FAMILIAR?
WHAT WE BUILD
A workflow is more than connecting two apps. We look at the whole process: what starts it, who decides and what happens when information is missing?
Explore our workWe connect systems such as your CRM, accounts and portal through APIs and webhooks. Data and statuses go where your team needs them.
We set up document processing, creation and handover. For example, a request with attachments or a document that needs to be ready for review.
We make it clear who needs to check something and when a process can continue. Your team stays in control of the decisions that matter.
We build in error handling, logging and alerts. Missing data or a temporarily unavailable system has an agreed next step.
WHAT THIS COULD LOOK LIKE
A request comes in. The workflow retrieves existing customer data, checks that the necessary documents are present and prepares a review. After approval, it updates the status and creates the next task.
Illustrative example, not a client case.FROM QUESTION TO EVERYDAY USE
We walk through the steps, handovers and exceptions with your team.
We automate a defined process and also test what happens when something goes wrong.
Your team can follow the workflow. We agree on maintenance and keep building where it helps.
PRACTICAL QUESTIONS
Yes. We build workflows with Make.com and also work with n8n. We use AWS for custom applications and the underlying cloud infrastructure. We choose what fits your process and its maintenance needs.
Yes. We agree where approval is needed and how to handle exceptions. Not every step needs to be automatic.
We first look at the APIs, exports or other options a system offers. Only then can we determine what can be reliably automated.
LET'S GET ACQUAINTED
Tell us which process keeps coming back. We'll explore where automation makes sense.