End-to-end business processes
An automation moves a request between your tools and applies your rules along the way. It stops when a person has to decide, and it keeps a record of every step.
Commercial request
Commercial request
The flow verifies company information, qualifies the request, creates the commercial record, proposes a meeting and prepares a proposal. Nothing is sent to the prospect before approval.
Field intervention
Dictation, photos and intervention data feed a structured record. The report is prepared and reviewed, attached to the ticket or project, and billable items are then sent to accounting.
Client dossier
The system classifies received documents, compares the file with a checklist, follows up on missing items and updates tasks. The final deliverable remains subject to approval.
Order processing
Lines from email, PDF or spreadsheet are extracted and checked against catalogue and stock data. Exceptions are presented for decision before the order and client confirmation are created.
Method
We identify the systems involved, rules that must remain deterministic, points where AI can assist and steps requiring human approval. Errors, duplicates and recovery paths are designed from the outset.
Describe the tools, starting point, manual checks and intended result. We will look first for a simple and measurable gain.
Describe the process