Workflow design
We map the process from the first trigger to the finished outcome, then automate the steps that do not need a person every time.
AI Automations for Business
Practical automation that takes repetitive work off your team. The systems you already use stay in place. The copying, sorting, and follow-up do not.
- Workflow automation
- AI assistants
- Human review
What we offer
Built for software companies
We automate the work that is rule-based, slow, and easy to get wrong. People stay responsible for judgment. Software handles the handoffs.
Connected tools
CRM, support, finance, and internal systems share the same record, so your team stops retyping the same customer into four products.
Assistants and document handling
Draft replies, account summaries, and structured data pulled from invoices, contracts, and forms, using your own information.
Review and monitoring
Exceptions land in a queue a person can see. We watch accuracy after launch so the automation stays reliable as the work changes.
Example use case
Example use case
The same customer details, typed into three systems
A services firm’s operations team retyped every new request into a CRM, a support desk, and an invoicing tool. Routine work waited behind that copying, and mistakes showed up later as mismatched records.
- We mapped one request from the inbox through to the invoice, including the steps a person still needed to approve.
- Incoming requests were classified, written into the CRM, and answered with a draft the team could send or edit.
- Unusual requests stayed in a review queue instead of being forced through the happy path.
- The team spent its time on exceptions and customers, not on moving the same fields between tools.
How we work
A clear path from first conversation to launch
1
Find the work
We sit with the team and pick the repetitive process that costs the most time and creates the most errors.
2
Design the handoff
We decide what the system does alone, what it drafts, and what a person must approve.
3
Connect and ship
We integrate the tools you already pay for and launch the workflow against real requests.
4
Watch and refine
We review exceptions, tighten the rules, and expand only after the first workflow is dependable.
Have a process your team should not be doing by hand?
Describe the workflow and the tools involved. We will tell you what can be automated safely and what should stay with a person.
Talk with Novacode