Process Automation
Stop routing things by hand. Automate the routine.
Your ops team should be making judgment calls, not pulling data from three tools before they can act. We build custom automation that handles the routine steps, routes exceptions to the right reviewer with full context, and keeps an audit trail of every decision.
Multi-source routing
Pull from any combination of tools
Human review built in
Exceptions go to the right person, with context
Full audit trail
Every decision logged for compliance
Common Signs
Your approval process is costing you more than you think
Data lives in three tools, routing happens in email
Someone pulls from the CRM, checks another system, then forwards to the right person manually. When they're out, nothing moves. When they miss something, you find out days later.
Review cycles stretch to days because of prep time
Before a reviewer can even decide, they need to pull documents, cross-reference data, and chase down missing info. That prep work is the bottleneck, not the actual review.
No audit trail when something goes wrong
Approvals happen across email threads and Slack DMs. When a compliance question comes up (and eventually one will), you have no reliable record of who approved what and when.
Same person, same work, every morning
One ops person's day starts with a manual pull every single morning. At some point they'll leave, and so will the institutional knowledge.
Zapier falls apart at edge cases
No-code tools handle 80% of the flow. The other 20% (the exceptions, the multi-source decisions) still go back to a human inbox.
Reviewers missing context
Reviewers open an email with a link. They click through to three more tabs to understand the case. Half of them defer review because the context isn't there.
Scaling means hiring, not automating
As volume grows, the answer keeps being 'we need another ops person.' The process itself isn't improving. It's just getting more headcount applied to it.
How We Build It
From manual chaos to a system that runs itself
Scoped upfront. Built once. Handed off fully documented.
01
Map the current flow
We trace the exact path an item takes today: where it enters, who touches it, what decisions happen where, and where the delays accumulate. No assumptions.
02
Design the automation layer
We design the routing rules, the human review queue interface, the alert triggers, and the audit log structure. You review and approve before we write a line of code.
03
Build and integrate
We connect to your existing tools via APIs, build the automation engine, and wire up the reviewer interface. No migration of your data. We work around your existing stack.
04
Hand off and document
Your team runs it independently from day one. Full documentation, runbook for common issues, and a default 30-day post-launch warranty included.
Prior Work
Approval cycle cut from 4 days to same-day
A fintech ops team was spending 2 hours every morning routing approvals manually across three disconnected tools. We replaced the whole process with a custom automation engine: intake, routing, Slack alerts, reviewer queue, and full audit trail.
4 days → same day
Approval cycle
2 hrs/day
Manual effort eliminated
0 missed
Approvals in 6 months
Stack
"We used to start every morning digging through three different tabs before we could even see what needed attention."
Get in Touch
Ready to stop routing things by hand?
Tell us what you're running manually right now. We'll spend 30 minutes understanding it and tell you honestly what automation can and can't do for you.
30-min discovery call
We learn about your process, your tools, and where the time is actually going.
Honest assessment
We tell you what automation can solve, what the ROI looks like, and what can't be automated.
No-pressure proposal
Three scope options at clear price points. You pick the one that matches your needs.
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