Automation & Workflow Services
Repetitive processes rebuilt as automated workflows: data pulled from the source, validated, transformed and written where it needs to go, with reports and notifications sent on schedule. Built in Python or on your existing automation platform, and handed over with the source code.
Automation & Workflow Services
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01
Business Process Automation
End-to-end automation of a repeatable business process, from the trigger that starts it to the record that closes it.
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02
Workflow Automation
Multi-step workflows that move work between people, systems and approvals without manual handoffs.
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03
Email Automation
Triggered and scheduled email flows: parsing inbound mail, routing it, and sending generated messages out.
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04
CRM Automation
Record creation, enrichment, stage updates and task generation inside your CRM, driven by real events.
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05
Customer Onboarding Automation
Account setup, document collection, welcome sequences and internal handover steps run as one flow.
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06
Document Generation Automation
Contracts, proposals, certificates and letters generated from templates and live data, ready to send.
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07
Automated Reporting
Scheduled reports assembled from source systems and delivered to the people who need them.
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08
Dashboard Automation
Dashboards kept current by automated data refreshes rather than manual re-uploads.
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09
Data Entry Automation
Removing keyed data entry by reading the source directly and writing it where it belongs.
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10
Data Extraction & Processing
Pulling data out of files, portals and systems, then cleaning and shaping it for use.
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11
Excel / Google Sheets Automation
Spreadsheet work automated: consolidation, calculation, formatting and refresh on a schedule.
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12
Form-to-Database Automation
Form submissions validated and written straight into a database or downstream system.
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13
Approval Workflow Automation
Routing, reminders, escalation and audit trail for multi-stage approvals.
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14
Task & Notification Automation
Tasks raised and alerts sent automatically when a condition, deadline or threshold is met.
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15
API-based Automation
Processes driven by API calls between applications rather than by people moving data.
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16
Zapier / Make / Power Automate Integration
Automation built on your existing no-code platform, extended with custom steps where it hits a limit.
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17
Python Automation Scripts
Custom Python scripts for work that off-the-shelf automation tools cannot express.
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18
Scheduled & Recurring Task Automation
Jobs that run on a defined schedule, with logging and failure alerts.
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19
Database Automation
Automated inserts, updates, queries and maintenance routines against your database.
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20
Automated Data Validation & Quality Checks
Rules that check incoming data for completeness, format and plausibility before it is used.
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21
Automated Excel Report Generation & Email Distribution
Excel reports built from live data and emailed to a distribution list on schedule.
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22
API Integration & Data Synchronization
Keeping two or more systems in step, with conflict handling and retry logic.
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23
Legacy Process Automation
Automating around older systems that have no modern API, using scripting and browser automation.
What's included
- Process walkthrough and automation map before any build
- Working automation deployed in your environment
- Validation, logging and failure alerting
- Full source code and credentials handover
- Runbook covering how to operate and change it
How it's scoped
Walk us through the process as it runs today — the systems it touches, who does what, and where it breaks. We map it, agree what gets automated and what stays manual, then build and run it alongside the existing process until the output matches. You get the source code, so you are never locked to us.
Full-time teams in Chile and India, about nine hours apart. Chile covers your working day; India picks the file up as you sign off, so weekday work does not wait overnight.
We do not run a lower tier for smaller projects. This work gets the same senior attention as our largest engagements, whether it is a one-page flyer or a client portal.
Send your brief, get it quoted.
First project quoted at a special discount