Email to operational record
Read requests or documents, extract information, validate it and send it to a CRM, ERP or another application.
From an incoming email to a completed task, with fewer manual steps
We turn repetitive tasks into workflows that read information, validate data and take actions in your tools. Your team can follow what happened and handle exceptions.
Work gets stuck between tools
You copy email data into another system
We extract the required fields, check what is missing and prepare or create the record through the agreed connection.
Enquiries arrive without a clear owner
We capture leads from defined channels, check for duplicate records and assign follow-up with the available context.
An error means reviewing everything manually
We record states, failures and owners so your team knows what progressed, what is retried and what needs human review.
Processes we can automate
Lead capture and follow-up
Receive enquiries from forms or other available channels, apply assignment rules and create tasks for your team to continue the conversation.
Updates across tools
Status changes, documents, notifications and information synchronisation between systems involved in the process.
Exception handling
Approval conditions, notifications and human review when data is missing or an action needs the team’s judgement.
Choose a workflow and check every step
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Observe the current work
Identify the trigger, data, decisions, tools and exceptions.
Deliverable: A process map and agreed rules.
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Connect and automate
Build the workflow, validation and authorised actions in each system.
Deliverable: A working flow with states and an activity record.
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Test and deliver
Test typical situations, incomplete information and connection errors.
Deliverable: Test results and a guide to operations and exceptions.
Example: from an email to a prepared order
A request arrives by email. The workflow identifies the customer, products and quantities, checks the data and prepares an order through the connected system’s API. If information is missing or approval is needed, it creates a task for the responsible person. This is an illustrative example: each integration depends on the agreed tools and rules.
See how it works
A step-by-step example to understand the problem and the work we can carry out.
From email to your system, without copying it all again
From an emailed order to a record in your systems: organized data, validation and human review of exceptions.
Read explanation
How often do you copy the same information from an email into another system? Imagine an order arriving. An assistant reads the authorised message, identifies the customer and prepares the details. Before saving them, it checks that the information is complete and that the order does not already exist. If something does not match, it asks for a review. If everything is correct, it records the order in your customer system or a spreadsheet. Then it notifies the owner and prepares the follow-up. Your team can see what happened and handle exceptions. Tell us which task you repeat, and let’s explore how to automate it.
What the proposal defines
We agree the project deliverables and quote any additional services you need separately.
What it includes
- A process map with inputs, decisions and owners
- Development of agreed connections, rules and actions
- Records of states, errors and review tasks
- Testing, documentation and team handover
What it excludes
- Licences and external tool or model consumption
- Channels, connections and exceptions outside the agreed scope
- Ongoing operation, new automations and later support
Frequently asked questions
Does every automation need artificial intelligence?
No. Rules and structured data may only need a deterministic workflow. We use AI when it helps interpret emails, documents or natural language, with checks appropriate to the task.
Can you read emails and enter data through an API?
Yes. We define authorised access, which messages to process, the fields to extract and the actions permitted by the API. We also agree what needs review before writing and how to handle incomplete information.
Can you capture leads automatically?
Yes. We can connect forms and other channels to your CRM or working system, validate data and assign follow-up. Lead capture depends on enquiries reaching those channels; automating the records does not guarantee their volume.
How will we know the workflow works?
We define examples and acceptance criteria before building. The workflow records what happened and shows exceptions so you can verify results and continue the work.
Services that can support your project
Connect your systems and stop copying data by hand
An order, enquiry or stock change should not require updating several tools by hand. We connect your applications so data reaches the right place and you can see what happened.
AI agents that answer questions and carry out tasks
Does your team answer the same questions or copy data from emails? We build agents that consult your knowledge, extract information and act in your systems, with clear rules and review where needed.
Organised data that helps your operation find answers
We design databases, organise information and connect the data your team works with. We address slow queries, migrations and records spread across tools.
Show us a task your team repeats every day
Describe where it starts, which data gets copied and where it needs to end. We will review how to automate it and which decisions should stay with your team.