What kinds of workflows are worth automating first?
The best starting points are repetitive, rule-heavy processes that create delays or rework, such as onboarding, quote handling, approvals, reporting, or document intake.
Overview
What is Workflow Automation?
Spend less time moving information between systems. Automate document intake, data entry, approvals and reporting around the tools your team already uses. Typical uses: Invoice Processing, Data Entry Automation, Report Generation and Approval Workflows.
checklist
4 capabilities
Ways to support your workflow
category
4 use cases
Examples to explore with your team
hub
5 integration options
Including Xero and QuickBooks
Commercial outcomes
What this usually improves
Shorter
Cycle time
Reduced
Manual admin
Cleaner inputs
Data quality
Capabilities
Key capabilities
settings_suggest
Process Automation
Automate end-to-end business processes with AI that understands context, handles exceptions, and optimizes workflows in real-time.
description
Document Intelligence
Extract, classify, and process information from any document type with high accuracy using advanced OCR and NLP technologies.
database
Data Extraction
Automatically capture and structure data from emails, forms, invoices, and unstructured sources into your systems of record.
hub
System Integration
Connect your CRM, business software, databases and third-party applications through APIs.
Applications
Use cases
description
Invoice Processing
Automatically extract invoice data, validate against purchase orders, route for approval, and trigger payments.
edit
Data Entry Automation
Eliminate manual data entry by automatically populating systems from emails, forms, and scanned documents.
assessment
Report Generation
Generate and distribute customized reports automatically on schedule or triggered by specific events.
check_circle
Approval Workflows
Route requests through multi-level approval chains with intelligent escalation and audit trails.
Integrations
Common system touchpoints
XeroQuickBooksGoogle WorkspaceAirtableZapier
Frequently asked questions
Do you need to replace our current stack?
Usually not. We normally automate around the systems you already use and only recommend replacement when a bottleneck cannot be solved otherwise.
Can automation still involve human approval?
Yes. Your team can approve actions, review exceptions and handle customer requests that need a person.