The same data, typed into three systems.
No rip-and-replace. We connect the systems you already run — email, spreadsheets, CRM, accounting software — so information moves between them without someone copying and pasting it.
Common triggers we get called in for
- Someone on the team re-types the same data into two or three systems every day.
- A request (order, RFQ, booking, support ticket) arrives by email and has to be manually routed and logged.
- A weekly or monthly task follows the exact same steps every time, but still takes hours of manual attention.
- Work stalls waiting on a handoff between two tools that don't talk to each other.
One layer added — nothing replaced
Scroll the diagram sideways to follow the full flow.
The exact tools vary by engagement; the shape does not. Which triggers and which systems get connected is scoped on the discovery call.
What this looks like in practice
RFQ email intake → CRM
A prototype we built to test this pattern: incoming request-for-quote emails are read automatically, the sender, requested items and quantities are extracted, a new deal is created in the CRM with the details pre-filled, and the sales rep is notified — instead of someone manually reading each email and typing it into the CRM.
Have a process like this?
A 30-minute discovery call is enough to tell you whether it's a good fit for automation, and roughly what it would cost.
Book a free discovery call