Integration with Existing Systems
When systems do not talk to each other, information is copied manually between applications, with delays, duplications and errors.
What we automate
- Connection to ERP, CRM and other applications with an HTTP and JSON API, and to email through IMAP, SMTP and Microsoft 365
- Automatic transfer of data between systems, case by case or at scheduled times
- Automation of processes that span several applications
- Reliable operation even where no native integration is available
Consistent information across systems, with no manual entry and without replacing what already exists.
Approval Workflows and Internal Requests
Many processes depend on approvals or on answers from other departments that sit still in email chains, with nobody knowing which step they are at.
What we automate
- Requests that stop for approval on their own when they cross a limit set by the organisation
- Intelligent task assignment, based on workload, availability, request type and each person’s resolution history
- Management of multi-level approval workflows
- Internal requests to other departments, when the process depends on information only they produce
- Splitting a case into items handled separately, with the main case waiting until they are all closed
- Manual routing at any stage, to raise a question or ask for a clarification, with the interaction logged in the process
- Pending items in view, with an alert for cases that have waited longer than the set number of working hours
- Every decision recorded in the case history, with who decided, what changed and why
Approvals and internal answers that no longer live in email, with the status of every request always visible.
Digital Signature
Critical documents depend on signatures that, in a manual process, delay contracts and decisions.
What we automate
- Automatic sending of documents for digital signature
- Signature integrated into the approval workflows
- Monitoring of pending signatures and automatic reminders
- Complete archiving and traceability of every document
Documents signed faster, with a digital audit trail and zero paper.