Processes

Less retyping. A clearer view of your work.

Connect your existing software and organise information, tasks and reminders.

Request a quote Explore the possibilities

Workspace with documents and a laptop for administrative work

Business process automation

What this could mean for your business.

Completing a form, transferring the details and reminding someone to follow up: many business processes consist of recurring steps. We connect these steps so your team spends less time retyping and can track work more easily.

We start with the software you already use. With Make or another suitable integration, we create a clear workflow with checks and notifications for situations that need attention.

A good fit when…

The same information is entered again in several programs.
Tasks stay buried in inboxes or separate notes.
Employees have to keep checking outstanding enquiries or quotes themselves.

Tasks we can help with

Validate and record form submissions in a customer overview or another system.
Create a task for the employee responsible for the next step.
Set reminders for outstanding quotes or work.
Pass status changes between software that supports the required integrations.

In practice

See how the solution could work.

An example makes the idea tangible. We adapt the final setup to your processes and the systems available.

Try an example of this service

Example scenario

An enquiry with a clear owner

A completed form is added to the customer overview. The automation checks the required details and creates a follow-up task for the right employee. If the enquiry is still open after the agreed period, that employee receives a reminder. Incomplete submissions appear as tasks requiring review.

Implementation and collaboration

From an agreed scope
to everyday use.

See our complete approach

We follow one process from start to finish and agree who is responsible for each part. We check available integrations, subscriptions and access before designing the solution.

We build the steps and test standard enquiries, missing information and interruptions. Your team receives guidance on notifications and recovery, so they know what to do when an integration needs attention.

Clear deliverables

What the solution
can include.

A process with clear steps and responsibilities
The agreed integrations in Make or a suitable alternative
Tasks, reminders and checks for exceptions
Practical testing and guidance for everyday use

Support and expansion

Keep improving
after launch.

You can arrange monthly support to check integrations and notifications and make small changes. New processes and software costs are discussed separately.

More about ongoing support