Business process automation
Work that a person currently does by copying data between two systems, every week, in the same order. That work can usually be described precisely, which means it can be written down as code.
What this covers
- Synchronising records between tools that do not talk to each other
- Scheduled jobs: reports, reconciliations, reminders, cleanups
- Webhook receivers with signature verification and replay safety
- Document and invoice generation from live data
- Notification flows that go to the right person with the right context
When a company needs this
When someone can describe a task in steps and has been doing it manually for months. When the same figure is typed into three systems. When a monthly report takes two days of assembling files.
It is also worth doing when an existing automation exists but nobody trusts it, so the manual process runs in parallel anyway.
Problems we find in existing systems
- No protection against repeats. A provider resends a webhook and the same order or invoice is created twice. We make every handler idempotent, so a repeat does nothing.
- Failures nobody sees. A sync stops in March and is noticed in June, with three months of data to repair. We add monitoring and alerts on every automated job.
- Passwords pasted into shared no-code tools. Anyone with access to the tool has access to your systems. We move credentials into a secret store with the minimum permissions needed.
- Automating a broken process. The mess just happens faster. We map the process with the people who run it first, then automate the version that actually works.
What we do
We map the current process with the person who performs it, including the exceptions they handle without thinking about them. The exceptions are usually where the value is.
Then we build it so every run is recorded, every failure is visible, and rerunning something twice does not corrupt data.
How the engagement runs
- Process mapping, written up and confirmed before anything is built
- One flow first, running alongside the manual process until it is trusted
- Logging and alerting so someone knows within minutes when it stops
- Handover with the credentials in your accounts and rotation documented
Which task happens every week by hand?
Describe the steps as you would to a new colleague. That is enough to scope it.