Workflow Automation
Automate document processing, data extraction, and decision workflows. Reduce manual review time by 80% with intelligent pipelines that learn and improve over time.
Your team is drowning in repetitive tasks
Every day, your employees spend hours on tasks that should not require a human: copying data from one system to another, reviewing documents for the same information, sorting emails, and updating spreadsheets.
Traditional automation tools require rigid templates and break when formats change. RPA bots click through UIs but cannot understand content. The result is brittle automation that needs constant maintenance.
Intelligent workflow automation is different. Using OCR, NLP, and machine learning, we build systems that understand documents like humans do. They handle variations, learn from corrections, and improve over time.
Traditional RPA vs. Intelligent Agents
What We Automate
From document intake to decision workflows. Each automation is tailored to your specific processes and integrated with your existing systems.
Document Intake & Processing
Automatically extract data from invoices, contracts, applications, and forms. OCR for scanned documents, structured extraction for PDFs, and validation against your business rules.
- 90%+ extraction accuracy
- Handle handwritten text and poor scans
- Multi-format support (PDF, images, email attachments)
- Automatic routing to appropriate teams
Email & Communication Triage
Sort, classify, and route incoming communications. Auto-draft responses, extract action items, and escalate urgent messages. Works with Outlook, Gmail, and support ticket systems.
- Categorize emails by intent and urgency
- Extract key information automatically
- Draft template responses for approval
- Integration with CRM and ticketing systems
Financial Document Processing
Automate invoice processing, expense reports, and financial reconciliation. Extract line items, validate against POs, and push to your accounting system.
- 3-way matching automation
- Exception handling workflows
- Duplicate detection
- Direct integration with ERP systems
Decision Workflows
Build intelligent approval flows that route work based on content, risk, and context. AI-assisted decisions with human oversight where it matters.
- Rules-based routing with AI fallback
- Confidence scoring for human review
- Audit trail for compliance
- SLA monitoring and escalation
Invoice Processing for a Growing SaaS Company
A 50-person SaaS company was processing 400+ vendor invoices monthly. Their finance team of 2 spent 15+ hours per week on data entry: extracting line items, matching to purchase orders, and entering into NetSuite.
We built an automation pipeline that:
- Extracts invoice data from PDFs and email attachments
- Matches line items to POs automatically
- Routes exceptions for human review
- Pushes approved invoices directly to NetSuite
Results
How We Build Automations
A structured approach that delivers working automation in weeks, not months.
Map Your Current Process
We document your existing workflow, identify manual touchpoints, and quantify the time spent on each step. This baseline helps us prioritize automation opportunities.
Design the Automation
We design the automated workflow including extraction logic, validation rules, exception handling, and integration points. You review and approve before we build.
Build & Integrate
We build the automation pipeline and integrate with your existing systems. Salesforce, SAP, Microsoft 365, Google Workspace, or custom applications.
Test & Refine
Parallel run the automation alongside your existing process. Review edge cases, tune extraction accuracy, and adjust business rules until performance meets your standards.
Deploy & Monitor
Go live with full monitoring. We track throughput, accuracy, and exceptions. Ongoing refinement ensures the automation improves over time.
Built on Proven Technology
We use battle-tested tools for workflow orchestration, document processing, and system integration. No proprietary lock-in. You own the code and can extend it as your needs evolve.
For simpler automations, we can use low-code platforms like n8n or Make. For complex enterprise workflows, we build custom pipelines with Temporal or Apache Airflow.
Our Automation Stack
Common Questions
How do you handle documents that do not follow a standard format?
This is where AI-powered extraction shines. Unlike template-based OCR, our models understand document structure and context. They can extract information from invoices with different layouts, contracts with varying clause orders, and forms with non-standard fields.
What happens when the automation is not confident about a result?
Every extraction includes a confidence score. Low-confidence items are routed to a human review queue. Your team validates these cases, and their corrections are used to improve the model over time. This human-in-the-loop approach ensures accuracy while still automating the easy cases.
Can you integrate with our existing systems?
Yes. We have experience integrating with major ERP systems (SAP, NetSuite, QuickBooks), CRMs (Salesforce, HubSpot), document management systems (SharePoint, Google Drive), and custom internal applications. If it has an API, we can integrate with it.
What is the ROI on workflow automation?
Most clients see payback within 3-6 months. The calculation is straightforward: hours saved per week × fully loaded employee cost ÷ project cost. For a typical 10-hour weekly savings at £50/hour, that is £26,000/year in direct savings, plus improved accuracy and faster processing times.
Stop doing manually what machines should handle
Let's identify your highest-impact automation opportunities and build a solution that pays for itself.
Get in touch