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Workflow and document automation

We take the repeated manual steps out of the work that crosses several systems: generating documents from business records, collecting signatures and information, routing approvals, raising invoices and returning the result to the right team.

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When this is worth doing

  • The same details are typed into two or three systems for every customer.
  • Documents are assembled by hand from the CRM and chased for signature by email.
  • A process works until volume rises, then orders or requests get missed.
  • Staff time goes on moving information between tools.

What we build

Generate documents from business records, collect information, route approvals and signatures, and return the result to the right team. Connect applications, cases and reconciliations without repeated manual entry.

  • Document generation, e-signature and acceptance tracking
  • Secure forms and customer information collection
  • Application and case progression
  • Finance system reconciliation
  • Validation and data quality checks
  • Notifications and task routing

How the work runs

  1. 01

    Find the re-keying

    We map one process from start to finish and mark each point where a person copies information from one place to another.

  2. 02

    Design for the exceptions

    The routine path is automated. Amendments, voids and unusual cases get a defined route, often to a person.

  3. 03

    Build and connect

    Records generate documents, payments trigger fulfilment, and stage changes raise invoices, with each system updated from the result.

  4. 04

    Run and maintain

    We operate what we build under a managed service, or hand it over to run in your own cloud account.

Delivered work

Client systems we have built and still support. Clients are anonymised until they approve being named.

From our own products

  • DocWiseWorking platform. Document generation, signature workflows and CRM updates.
  • Happy StubWorking platform. Order management, ticket tracking and attendance tools.

Common questions

Is this AI or conventional automation?

Both, chosen step by step. We use fixed rules where the outcome must be identical every time, such as raising an invoice from a deal. We use AI where the input is language, such as answering a caller or drafting content for a person to review.

Should we use an off-the-shelf connector instead?

A connector is a good fit for a simple, low-volume link between two tools. Custom work earns its place when a step must never run twice, when changes have to flow back the other way, or when the logic is particular to your business. If a connector is enough, we will say so.

What have you automated for clients?

For a US arts festival, ticket payments generate QR-coded tickets and email them to the buyer, and each order is processed only once. For a UK broker network, invoices are created in Xero from the HubSpot deal, and voided or amended invoices flow back.

Do we own what you build?

Yes. The platform we built for a broker network was handed over to run in the client's own AWS account, and the acceptance test was that the client could run it without us.

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Pick one process that is done twice.

Bring it to a 30-minute discovery call. We will talk through the systems involved and whether it needs custom work or a simpler fix.

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