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Operations-Heavy Companies

Custom Workflow Automation

Collapses Excel-and-email chains into one auditable workflow.

SetupFrom $950
MonthlyMonthly support
First month includes optimization
Prices exclude VAT.
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Overview

We map the processes that constantly change hands, such as quotes, approvals, invoices, CRM updates, and reporting. Together we decide which steps should be automated and where human approval should remain. The system first runs alongside your current flow, then goes live gradually with measurable control.

How It Works

From inbound message to booked outcome.

  1. 01

    Operations mapping

    Which step costs how many person-hours, where are the leaks? Current flow extracted step-by-step.

  2. 02

    Design: automation + control

    The right automation level is defined for summarizing, classifying, document generation, logging, and notifications.

  3. 03

    Build + parallel pilot

    2-4 week iterations; runs alongside the manual flow with result comparison and auditable records.

  4. 04

    Go live + KPI dashboard

    Measurable flow indicators dashboard; scope expands via monthly improvement loop.

Use Cases by Sector

Three places this is already earning its keep.

Accounting

Document classification + missing-doc chase

Client documents arrive by email. The system classifies them, files them to the right folder, adds reminders to the calendar, and requests missing documents from the client.

Construction & Procurement

Quote comparison + contract draft

Collect supplier quotes from Excel, generate comparison reports, run an approval chain (project manager → general manager), and produce the contract draft in one flow.

Agency & Studio

Brief to task board

When a brief arrives, an automatic project card is created, tasks are assigned, a Google Calendar slot is reserved, and a draft contract goes to the client in one click.

Scope & Reliability

  • Process mapping, automation design, and controlled go-live
  • Quote, contract, invoice, and reporting workflows
  • Synchronization across CRM, accounting, email, and file systems
  • Error handling, approval steps, and fallback scenarios
  • Full activity history and per-step traceability

Integrations

  • Excel, spreadsheets, and office files
  • Email, calendar, and notification systems
  • CRM and sales tracking tools
  • Accounting, quote, and invoice systems
  • E-signature, approval, and document management flows

Outcomes That Scale

What customers measure after launch.

50-80%
Manual work reduction
Hours → minutes
Cycle time
100%
Auditable activity record

Pricing

Transparent pricing, no surprises.

Custom Workflow Automation

Featured

Collapses Excel-and-email chains into one auditable workflow.

From $950 setup
Monthly support / monthly
First month includes optimization
  • Automate Excel, email, and CRM processes
  • AI-generated quotes, contracts, and invoices
  • Full cross-system integration
  • Measurable workflows tailored to your processes

Tailored

If you need different volumes, extra integrations or a custom workflow, let's scope it together.

Custom quote on request

The setup fee is billed 50% at project kickoff and 50% on delivery.

Prices exclude VAT.

Product Q&A

Common questions about this package.

No. Your existing tools (Excel, Outlook, your CRM/accounting software) are preserved; we add an orchestration layer between them.

We manage process changes together. The monthly support package includes 2-4 changes. Adding a new step updates the flow configuration, not code.

For high-stakes steps (contract signing, invoice issuance), a human approval step remains. The AI drafts; the human decides.

The first pilot flow typically takes 2-4 weeks. Once approved, additional flows are introduced through the monthly improvement loop.
/ Contact

Let's tailor this package to your business.

In a 30-minute call, we'll show you a prototype working for your industry. No credit card, no commitment.