RFQ & quotation automation
- Input
- Email + attachments
- Process
- Extract requirements, flag missing information, reference approved data, generate a draft
- Outcome
- Quotation ready for staff review
Workflow solutions
Start with a process, not a platform.
Find a familiar operational bottleneck. We will help you assess what can be automated, what needs an integration and where your team stays in control.
The everyday work
Three workflows worth a closer look.
Illustrative opportunities, scoped around the realities of your business.
Intelligent document processing
- Input
- Invoices + purchase orders + delivery orders
- Process
- Extract, match and flag exceptions
- Outcome
- Structured records and an approval queue
Customer enquiry & sales workflows
- Input
- Website + email + approved messaging channels
- Process
- Categorise, draft replies, assign owners and follow up
- Outcome
- Faster handling and clearer sales visibility
Choosing the right starting point
Choose a workflow you can measure.
Look for frequent work, available examples, a clear owner and a manageable approval boundary.
Frequency
Work repeated often enough to establish a useful baseline.
Readiness
Documents and reference data your business is permitted to use.
Control
A team member who can review exceptions and approve consequential actions.
A practical starting point
What is the most repetitive
process in your business?
Show us where work slows down. We'll help you identify a practical starting point and what it would take to improve it.