App-erate · Service 03
Workflow automation & integrations
Connect your tools and take the repetitive steps off your team.
Who it's for
Teams re-keying data between systems or chasing the same reminders every week.
The problem
Work stalls between tools, and nobody notices a failed hand-off until a customer does.
Typical examples
- Quote accepted → invoice and task created
- Documents extracted and validated for review
- Scheduled reminders and follow-ups
- Syncing records between approved systems
What's included
Workflow mapping
Trigger, inputs, actions and exceptions written down before anything is built.
Approved integrations
APIs and webhooks for the systems you've authorised us to connect.
Document extraction
Pull details from documents with validation and human review.
Reminders
Timed nudges and follow-ups that don't depend on someone remembering.
Queues, retries and logs
Failed steps are retried and recorded so problems surface quickly.
Example
From accepted quote to notification
- 1Quote accepted
- 2Invoice and task created
- 3Team member reviews
- 4Customer notified
What you receive
- A workflow map
- Configured integration
- Visible exception handling
- Documentation
Provider access and compatibility are confirmed during scoping.
Consequential actions keep a human approval step.
How we deliver
Every engagement runs through discovery, scope, build, validation and handover — with a working preview along the way.
Our processHave something in mind?
Share a short brief and we'll come back with questions and a proposed next step.
Other services
- 01Bespoke PWAs & appsPortals, field tools, bookings and approval workflows built as progressive web apps or web and mobile applications.
- 02Software platforms & SaaSMulti-user products and modular operations systems, starting with a focused MVP and deepening over time.
- 04AI assistants & agentsDocument-grounded answers, triage and drafting, and permitted actions with human approval and logging.