Less chasing. Clearer handoffs.
When the handoffs take more effort than the task.
The work moves without being chased.
Connect business applications, document intake and approvals with clear data ownership, reliable handoffs and visible handling of exceptions.
Platforms we work with
Gmail- n8n
- Claude
- 01Capture an event
- 02Apply the business rules
- 03Complete the handoff
The starting point
Automation usually stops where the work gets hard.
Copying information between systems, checking inboxes and chasing approvals can become a process of their own. We map those handoffs and automate the repeatable parts while keeping exceptions explicit.
Request and document routing
Receive an event, collect required context and route the request to the appropriate person or system.
Approval workflows
Set decision points, ownership and escalation rules so requests do not disappear between teams.
Application integration and reporting
Connect supported APIs and agreed imports or exports. Define record identifiers, field mappings and reconciliation rules before moving data between systems.
Failure and exception handling
Plan for missing data, duplicate events and unavailable services with retries, review queues and clear status.
Before you get in touch
Is this the right
piece of work?
We would rather tell you it is not than take a project that was never going to land well.
This fits when
- A process runs end to end today but only because people keep pushing it along.
- The rules are real and can be written down, even if nobody has written them down yet.
- The handoffs cross tools, teams or both.
Probably not when
- The process changes so often that any rule written this month is wrong next month.
- The necessary data or supported interfaces cannot be made available for the integration.
What we need from you
- Someone who can walk us through the process as it genuinely runs, not as documented.
- Access to the tools the work passes through.
- A decision on what should stop and wait for a person.
What that looked like
AI Document Intake
A demonstration of the shape: an email arrives, the attachments are read, and a structured reply goes back in the same thread within minutes. Six steps, with caps on how much any one sender can submit and a spend ceiling that cannot reach client work.
Read the case study ↗
A workflow to picture
A new customer request can create an internal task, gather missing information, request approval and update a shared status without staff copying it into each tool.
See a related example ↗Before we begin
Useful questions.
Clear answers.
Do all workflows need AI?
No. Consistent rules and reliable integrations are often enough. We introduce AI where interpreting language or documents adds value.
Can you work with n8n or an existing automation tool?
We assess the platform you already use, its connectors and its operating limits. The solution can use an existing workflow tool or purpose built services where needed.
How do we choose the first workflow?
Choose a repeated process with clear ownership, available inputs and an observable outcome. Discovery establishes the baseline and a useful first scope.
How to engage with us
Good work starts
with a conversation.
Tell us what you want to build or improve, and we will come back with a practical next step rather than a sales sequence.
Teams we have worked with
Read client feedback ↗
