Business automation built around your workflow.

How the workflow runs

1. 01
   Capture the request

   Start from an agreed event, such as a submitted form or an updated record. Check that required information is present before moving forward.

2. 02
   Apply the business rules

   Map fields, identify duplicates, assign an owner, and separate exceptions from routine work. AI can prepare a draft when judgment is still needed.

3. 03
   Approve and record

   Ask the responsible person to approve sensitive changes, then update the connected tools and record what happened.

What your project can include

• A workflow map with triggers, rules, and approval points.
• Connections to the agreed apps using available integrations or permitted browser actions.
• Checks for missing data, duplicates, and failed steps.
• A documented handover covering operation, exceptions, and support scope.

A useful starting point is an operations process with a consistent trigger, a defined destination, and rules your team can explain. Customer onboarding, internal requests, and project handoffs are common examples.

How the workflow runs

1. 01
   Collect and organize

   Bring the enquiry into one record, normalize the fields, and keep the source attached. Flag missing details rather than silently inventing them.

2. 02
   Prepare the next action

   Use your agreed qualification rules to suggest an owner or next step. Where useful, prepare a reply using approved business information.

3. 03
   Review and follow through

   Send routine replies under the agreed rules, or pause for review when the task calls for it. Record the action and schedule the next task in the CRM or lead sheet.

What your project can include

• A defined lead intake and duplicate-checking process.
• Routing rules and reply templates aligned with your services.
• Sending rules and optional review steps for customer-facing communications.
• A clear record of ownership, follow-up status, and exceptions.

This fits sales teams, agencies, and service businesses receiving enquiries through forms, email, or other agreed channels. It is especially useful when several people share responsibility for follow-up.

How the workflow runs

1. 01
   Define the brief

   Collect the audience, approved claims, reference assets, output formats, and brand constraints. Make uncertain information visible before generation begins.

2. 02
   Prepare controlled variations

   Generate drafts or creative variations within the agreed scope and place them in a structured review queue with their source information.

3. 03
   Review and hand over

   Apply the agreed checks for format, accuracy, rights and brand fit. Deliver the organized files, or route selected outputs for review before the next step.

What your project can include

• A repeatable brief and input format.
• Drafting or asset-generation steps connected to your selected tools.
• An organized output queue with generation, quality and delivery status.
• A handover covering brand checks, file naming, and exception handling.

This fits marketing teams, creators, and agencies with a repeatable content format, reference examples and clear acceptance criteria. Review and publishing steps are configured around the formats, claims and destinations in your project.

How the workflow runs

1. 01
   Validate the inputs

   Read the approved data source or incoming file, check required fields, and show missing or uncertain information to the responsible person.

2. 02
   Prepare the document

   Map the checked information into the selected template, apply naming conventions, and create the output format agreed in the scope.

3. 03
   Review and organize

   Route the draft for review before it is finalized or shared. Keep approved outputs organized with a clear link to the source record.

What your project can include

• A field map between the data source and document template.
• Template-based generation or extraction steps for the agreed file types.
• Validation rules and a review path for uncertain content.
• File naming, storage, and handover instructions.

This is useful when documents share a predictable structure: proposals, onboarding packs, internal summaries, and recurring operational records. A stable template and reliable source fields make a stronger starting point than an unstructured folder.

How the workflow runs

1. 01
   Collect the agreed sources

   Bring together the relevant records or exports and preserve the reporting period. Record which sources are current and which are missing.

2. 02
   Check and summarize

   Apply agreed definitions and calculations, identify incomplete inputs, and prepare tables, charts, or a draft narrative appropriate for the audience.

3. 03
   Approve the report

   Give the report owner a chance to inspect exceptions and conclusions before distribution. Keep the source information available for follow-up questions.

What your project can include

• A source and metric map with agreed reporting definitions.
• A repeatable collection and preparation workflow.
• Validation checks and an exception review step.
• An output template and instructions for operation and support.

This fits operations and marketing teams preparing regular summaries from agreed data sources. It works best when everyone agrees on the reporting period, metric definitions, and person responsible for sign-off.

How the workflow runs

1. 01
   Check access and suitability

   Confirm that the task is permitted, examine available integrations first, and identify the account permissions and interface states involved.

2. 02
   Run the repeatable steps

   Navigate the agreed screens, validate inputs before submission, and keep a record of completed actions so exceptions can be investigated.

3. 03
   Stop for review

   Pause for authentication challenges, unexpected page changes, or consequential actions. Provide a defined handoff to the person responsible.

What your project can include

• A suitability assessment and task map.
• A browser workflow scoped to authorized pages and actions.
• Checks for changed interfaces, incomplete data, and failed steps.
• Operating instructions with access and maintenance responsibilities.

This suits stable web interfaces and well-defined tasks performed with authorized accounts. It is useful for routine data entry, agreed exports, and moving information between tools with limited integration options.