+7 708 270 98 05
Get an audit
Process automation

Eliminate manual work wherever it can be automated

We analyze company processes, identify repetitive tasks, and turn them into clear automated scenarios.

Automate Processes Get an audit
Triggers and ActionsApprovalsDocumentsNotifications
Data transferTablesRemindersApprovalsDocuments
TriggerNew enquiry from the website
ConditionWe check enquiry parameters
ActionTask, notification, document
Where time is lost

Routine that eats up working hours

Manual data transfer

Employees copy information between tables, the website, and systems.

Excel chaos

Dozens of tables, versions diverge, finding current data is difficult.

Tasks are set manually

Every action must be created and controlled by hand.

Documents by template

Contracts and invoices are filled out manually with a risk of errors.

Long approvals

Enquiries get stuck waiting for a response from management or a related department.

Human factor

Forgot to send, mixed up, lost — routine leads to errors.

What changes

From manual process to automated scenario

Manual process
  • Employee manually creates a task
  • Transfers data between systems
  • Remembers deadlines and approvals
  • Fills out documents by template
  • Spends hours on routine
Automated scenario
  • Task is created by trigger
  • Data is transferred between systems automatically
  • System controls deadlines and approvals
  • Documents are generated automatically
  • The team focuses on clients
How automation works

Build a scenario: «if — then»

Select triggers and actions — see how simple rules build an automated process without employee involvement.

Triggers — «when»

Actions — «what to do»

When
Select at least one trigger
System does
Select at least one action
What we automate

Process examples by industry

Sales

Enquiry distribution, touch tasks, reminders, and invoice generation.

Logistics and warehouse

Enquiries, routes, delivery statuses, and customer notifications.

Document flow

Automatic generation of contracts, invoices, and acts based on templates.

Approvals

Enquiries for discounts, expenses, and leaves pass through the route automatically.

Manufacturing

Orders launch production stages, accounting, and deadline monitoring.

Service and support

Enquiries turn into tickets with priority, deadline, and responsible person.

How we implement

From Process Mapping to Automation

1

Process Map

We map existing processes and identify bottlenecks.

2

Optimization

We eliminate unnecessary steps before automating.

3

Scenarios

We configure triggers, actions, and conditions in CRM.

4

Integrations

We link systems so data transfers automatically.

5

Control

We monitor scenario performance and improve them.

Related to this

Works with

Integrationsto enable data transfer CRM implementationfoundation for scenarios Process Auditto determine what to automate first
FAQ

Questions on Process Automation

Repetitive tasks: creating tasks, notifications, status changes, approvals, document generation, and data transfer between systems.
First, we map existing processes, remove unnecessary steps, and only then automate. The team works as usual, but without routine.
Automation starts with business process audit: we find operations that take the most time and cause errors most often, and automate them first.
On the contrary: automation takes over the routine, and employees get clear tasks and hints. We train the team and provide support after launch.
Process automation

We will find the routine that can be removed

We will conduct a process audit, calculate where time is lost, and propose automation scenarios.

Automate Processes

Enquiry for Automation

We will contact you and clarify details.

Get an audit

Enquiry sent

We will get in touch with you and clarify the project details.