Automation by business function
What we would actually build in your department, named workflow by named workflow. Pick the function where the hours are going and you will find the specific automations most worth building, and what each one actually involves. Prices for all of them are on the pricing page.
Lead routing, quoting and pipeline hygiene
Inbound inquiries into the CRM in under a minute, proposals generated from one form, and a pipeline that reports itself instead of being assembled on Monday morning.
- Lead capture, dedupe, enrich and route
- Quote and proposal generation
- Pipeline and forecast reporting
- Sales-to-delivery handoff
Triage, routing and drafted replies
Every inbound message classified, prioritized and routed before a person opens it, with drafts prepared for the routine 40% of questions.
- Inbox and ticket triage
- Drafted replies for approval
- SLA tracking and escalation
- Feedback collection and routing
Invoices, expenses and collections
Usually the largest single pool of recoverable hours in the business, and the one where errors cost money directly.
- Supplier invoice capture and PO matching
- Expense processing and policy checks
- Collections chasing on an ageing schedule
- Reconciliation prep and month-end packs
Attribution, list hygiene and reporting
Campaign numbers assembled from source rather than from four exports, and a contact database that stays usable.
- Cross-channel campaign reporting
- Lead enrichment and scoring
- List hygiene and suppression management
- Content distribution and scheduling
From application to productive day one
The paperwork and coordination around hiring, automated. The assessment stays with your people, where it belongs.
- Application intake and screening questions
- Interview scheduling and reminders
- Offer pack assembly and e-signature
- IT, payroll and access provisioning
Most functions follow the same pattern
If a person in your business spends their week moving data between systems that do not talk, the function does not much matter. The automation pattern is the same. Tell us what the work is.
Start where the hours are, not where the enthusiasm is
The function that most wants automation is rarely the function with the most to gain. Enthusiasm usually sits in sales or marketing; the hours usually sit in finance and back office.
Work through the function pages and look for the specific workflows you recognize. If you find three or more in one department, that department is your starting point, and an scoping call there will pay back faster than spreading effort across four teams.
- Every workflow named here is specific and buildable. None of it is a category list padded out to look comprehensive.
- Prices for each are published. They come from our published prices, not from a range designed to avoid committing.
- Some entries tell you not to build. Where an off-the-shelf product does the job better, we say which one.
- Cross-function work is normal. Order-to-cash spans sales, delivery and finance. Pick the owner, not the boundary.
Recognize three or more of these?
That is enough for a scoping call to be worth having. Thirty-minute scoping call first, no charge.
You will talk to Fayez or Kareem. Nobody else.