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Workflow Automation
Connect your tools with rules and approvals: when something happens, the next step runs automatically — and a person is asked when judgement is needed.
The problem
Copying invoices into accounting, chasing a supplier, sending the same onboarding email — each takes minutes, but together they consume a person's week. Workflow Automation turns these tasks into workflows with clear triggers, steps and approval points.
Features
Start a workflow from a sale, a form submission, an email, a schedule or a webhook.
Create records, send messages, call APIs, transform data or wait for a condition.
Pause for a named person to approve, reject or edit before continuing.
Extract fields from an invoice or classify an email — with confidence thresholds that route uncertain cases to a person.
Every run is logged with inputs, outputs and errors for troubleshooting.
Failed steps retry with back-off and alert a person if they still fail.
Workflow
An invoice arrives at a dedicated inbox.
Supplier, amount and lines are read from the PDF.
Matched against the purchase order and delivery.
Mismatches go to a manager; matches go to accounting.
Business benefits
Hours of repetitive admin move to workflows that run in the background.
Data moves between systems without re-typing.
Workflows document how work actually gets done.
Integrations
Integrations with third-party systems are scoped per project.
FAQ
Email, spreadsheets, accounting software, CRMs, our POS and inventory, and any system with an API or webhooks.
Book a demo focused on your business. We'll show the product as it is today and be clear about what's included.