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Cape Pebble

Workflow automation

Emails, quotes, orders, tickets: processed automatically, supervised by a human.

The problem

A repetitive flow (incoming emails, quote requests, orders, tickets, expense claims) is handled by hand, with errors and delays.

The solution

The flow is processed end to end: reading, extraction, classification, decision, entry into the ERP or CRM, notification. Uncertain cases go to a human.

What you get

  • Before/after map of the flow and validated decision rules
  • Automation in production with a review queue for uncertain cases
  • Monitoring dashboard (volumes, lead times, exceptions)
  • Documentation and user training

How we measure

  • Processing time
  • Hours saved per week
  • Exception rate

How it works

  1. 01

    Scoping

    One page: situation before, success indicator, data scope, users, go/no-go.

  2. 02

    Implementation

    Configuration or development, integrations, tests with your teams, a demonstration every week.

  3. 03

    Handover

    Training, documentation, access and code handed over. Indicator measured at 30 and 60 days.

Request

Let's talk about “Workflow automation”.

Describe your situation in a few lines. Reply within one working day, with a 30-minute slot to check that this solution is the right one, and a written fixed price if it is.