AI Integration & Automation
Process automation
Hand the repetitive parts of a workflow to software, with an audit trail and an escalation path.
DEFINITION
Definition
Process automation converts a repeated workflow into explicit triggers, rules, system actions, audit records and escalation points while keeping exceptions with a named human owner.
THIS IS FOR YOU IF
- You can provide access to each workflow system.
- A named owner can supply a named decision maker.
- Your team needs an automation workflow, an exception register and an operating runbook.
HONEST FIT
Not for you if
the current process changes daily or nobody can decide how exceptions should be handled.
WHAT WE BUILD
The work inside the scope
Inputs from you: Access to each workflow system, Representative process records, A named decision maker and Existing workflow documentation. Work items: Workflow and exception mapping, Trigger and rule implementation, System connector setup, Audit event recording and Escalation path configuration. Together they produce an automation workflow, an exception register and an operating runbook.
01
Workflow and exception mapping
02
Trigger and rule implementation
03
System connector setup
04
Audit event recording
05
Escalation path configuration
PRODUCES
An automation workflow, an exception register and an operating runbook
HOW IT GOES
A three to seven weeks working range
- 01
Set the boundary
Confirm the scope, the owner and the decisions that sit inside three to seven weeks.
- 02
Inspect the inputs
Your team supplies access to each workflow system, representative process records, a named decision maker, existing workflow documentation.
- 03
Build the work
We complete the agreed items and keep exceptions with a named owner.
- 04
Hand over the artefact
You receive an automation workflow, an exception register and an operating runbook.
WHAT YOU GET
An artefact your team holds
An automation workflow, an exception register and an operating runbook
FAQ
Questions about Process automation
Process automation covers workflow and exception mapping, trigger and rule implementation, system connector setup, audit event recording, escalation path configuration.