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Process automation

What you do every week shouldn't take you every week.

Filing documents, putting together the monthly report, redrafting the same contract with different details. Those are hours of expensive people doing work a machine can already do.

01
The problem

Repetitive work never appears in a budget

Nobody invoices “four hours filing documents” or “half a morning copying figures from a PDF into a spreadsheet”. It gets paid for all the same, every month, in the time of the people who know the business best.

And because it shows up in no report, the cost stays invisible: you notice it only in the fact that there is never time for the things that matter.

02
What changes in your operation

Repeated work starts running itself

Documents file themselves where they belong

An invoice, a contract or a payroll sheet arrives and ends up classified, renamed and in the right folder. Nobody drags a file anywhere.

The report is ready before the meeting

Built from the period's figures, in the usual format, on the day it is due.

What gets drafted weekly drafts itself

Contracts, proposals, letters — the case details dropped into the template you already use.

Nobody retypes a PDF into a spreadsheet

The figures come out of the document and into your system without passing through anyone's keyboard.

  1. YOUR DOCUMENTSYour contracts, manuals, catalogues and policies
  2. INDEXED PASSAGESSearched by meaning, not by exact wording
  3. THE ANSWERWith the document and clause it came fromArt. 198 · staff_handbook.pdf

The agent searches your documents before answering, and shows you where it came from

03
Who it's for

Wherever paperwork eats the day

Accounts and administration

Invoices, payroll, reconciliations and the month-end close.

Firms and practices

Documents where three details change and the whole thing gets rebuilt each time.

Logistics and distribution

Notes, orders and delivery reports that are keyed in by hand today.

HR

Contracts, certificates and personnel files somebody assembles one at a time.

04
Questions

What people ask before automating

01Do I have to change the systems I already use?+

No. It is built on top of what you have: if you work in folders, email and spreadsheets, that is where the agent works. Replacing a system is a separate project and rarely necessary.

02What if a document arrives wrong or incomplete?+

It is set aside and flagged, rather than having the missing detail invented. Odd cases still go to a person; what gets automated is the 90% that is always the same.

03Where should we start?+

With a single task — the one that eats the most hours and needs the least judgement. If that one works, the next follows.

04Can the saving be measured?+

Yes, and it is worth doing: before we start we time the task as it is done today. That is the number everything is compared against afterwards.

Which task does your team repeat every week?

In our first session we take one real task, time it as it is done today, and tell you whether it can be automated and how.