One whole process, fully off a person's plate.
Processes that span many steps and tools, with approvals, exceptions, and data that needs cleaning first. Built to be boring: reliable, easy to monitor, and documented.
Examples we've shipped in this category.
Document processing that pulls out the data
Emailed quotes, invoices, and forms are read by text recognition and an AI model, checked against your rules, and filed as structured records.
Order-to-cash with approval gates
Orders are checked against credit, inventory, and pricing rules. Anything unusual pauses for a person. Everything else flows.
Data feeds into a data warehouse
Nightly loads from your tools into Postgres, Snowflake, or BigQuery, with format checks and alerts when a source changes.
Customer onboarding across teams
Sales closes, and the next 40 steps across ops, finance, and support happen in order, with owners and due dates.
Procurement and vendor intake
Requests routed by amount and category, approvals recorded, purchase orders created, and the vendor onboarded in the same flow.
Month-end close checklists
Reconciliations kicked off automatically, exceptions surfaced, and the close tracked in one place.
The same discipline every time.
- 01
Discovery and process mapping
Two or three working sessions with the people who run the process. We draw a map showing who does what, with every branch and exception. You sign off on it.
- 02
Fixed scope and a tool choice
A one-page scope naming the tool that coordinates the steps, where data is stored, where approvals appear, and how we monitor it. Fixed price, fixed timeline.
- 03
Build in weekly sprints
Working software every Friday, run against your real data in a test setup. You test, we adjust, and the scope stays put.
- 04
Run alongside the old process, then switch
The workflow runs alongside the manual process for a week. When the numbers match, we switch and the old way stops.
Deliverables
- The workflow, deployed in infrastructure you own
- A process map and technical documentation your engineers can read
- A monitoring dashboard: runs, failures, and time per step
- Approval interfaces in Slack, email, or a small web app
- An operator runbook and a recorded walkthrough
- 30 days of support, then an optional retainer
Tools we reach for
Chosen per engagement. If you already run something that fits, we build on it.
Questions we get about complex workflows.
How do you handle the exceptions?
What if our data is messy?
Where does it run?
Can we start with part of the process?
Tell us what your team still does by hand.
One paragraph is enough. We reply within a business day with questions or a time for a 45-minute call.