Solutions Operations
Workflow automation
Forms printed, signed and passed around, approvals stuck in someone's inbox, and no way to tell where a request is.
Who it's for
What's inside
Online forms
Replace paper forms with forms that check the details as they are filled in.
Approval flows
Route requests to the right people, in the right order, with set limits.
Status tracking
Anyone can see where a request is and who it is waiting for.
Reminders and escalation
Chase slow approvals and pass them up when needed.
Delegation
Approvers hand over to a stand-in while on leave.
Audit trail
Who approved what, and when.
Reports
How long each step takes, and where things get stuck.
Common flows
Connects with
- Microsoft 365 sign-in and email
- Accounting and HR software
- Document management
AI that helps
Read receipts and supporting documents, and flag anything that looks outside your policy for the approver to check.
Add-ons
- Document management
- E-signature
- Mobile approvals
Questions
Can we change the flow ourselves later?
Common changes, like approvers and limits, can be made from admin screens we build for you. Bigger changes to a flow are done by us.
Do we have to move everything at once?
No. We usually suggest starting with one or two forms and adding more over time.
Need a workflow automation system?
Tell us how your team works today. We'll show you what we would build and give you a clear quote.