No-code automation & AI workflows
We design no-code automations enriched with AI to handle your organization's repetitive tasks. Every process is tested on a bounded pilot, with human validation points on the sensitive steps.
accounting inbox · PDF attachment
- supplier, date and amount captured
- matching order looked up
the threshold is set with you, during scoping
Below
no stop
Above
the invoice awaits your approval
no re-keying · source document kept
Processes worth exploring
A few examples of processes we can explore with you, from the simplest to the most sensitive. Each case is adapted to your tools and your internal rules.
Your tools first, the workflow in the middle
A workflow does not replace your software: it moves between the pieces. Here are the families of connections we set up, and what each one handles.
Messaging
shared inbox · calendar
CRM
records · opportunities
Spreadsheets
shared workbooks
Documents
folders · PDFs · scans
Databases
read · write
Internal APIs
based on your access
The workflow, in the middle
every connection documented · rights limited to the process's needs
How it works
A seven-step approach, from spotting the task to monitoring it in production. Each step ends with a checkpoint before moving to the next.
01
Spotting the task
- We identify the most time-consuming task together with you, starting with the ones that are repetitive, frequent and well-defined.
02
Framing the process
- The process is described step by step: inputs, outputs, decision rules and the points where a person must validate.
- This framing avoids bad surprises when it comes to putting it in place.
03
Designing the workflow
- The workflow is built with no-code tools, pairing AI with the steps that call for it: reading documents, drafting, filing.
- Each step has a precise role.
04
Connecting the tools
- Access to email, the CRM, spreadsheets and databases is set up, with permissions limited to what the process actually needs.
05
Testing on a bounded pilot
- We test the results on a bounded pilot.
- The pilot covers a few documents, a few files or a short period, and the results are compared against manual processing before going further.
06
Human validation
- Sensitive steps stay under a person's control, long enough to check the quality of the results and adjust the rules if needed.
- The responsibility for decisions stays human.
07
Monitoring and improvement
- Once live, the workflow is monitored: volume handled, errors, edge cases.
- Adjustments are made gradually, without breaking the rest of the automation.
Automations suited to every trade
Every organization has its recurring processes. Here are illustrative cases, to adapt to your context, your tools and your confidentiality constraints.
Accounting firms
- Invoice received
- Amounts extracted
- Entry drafted
- Validation
An accounting firm could automate the pre-sorting of invoices: extracting amounts, dates and suppliers, then drafting the entries for the accountant.
Law firms
- Case opened
- Documents summarized
- Deadlines spotted
- Note drafted
A law firm could hand a workflow the first pass on a case: summarizing the documents, spotting the deadlines and drafting a summary note for the lawyer.
Estate agencies
- Viewing request
- Criteria checked
- Reply drafted
- Send approved
An estate agency could qualify the viewing requests it receives by email: checking the budget, the area and the availability, then replying to the complete requests.
Tradespeople and micro-businesses
- Quote with no reply
- Follow-up drafted
- Validation
- Sent
A tradesperson could trigger a follow-up on quotes that went unanswered, with a personalized email drafted from the original quote and submitted for validation before it is sent.
Industrial SMEs
- Purchase order
- Automatic entry
- High amount?
- Human check
An industrial SME could automate the entry of purchase orders received by email, with a systematic human check on large amounts and unusual clients.
Non-profits
- Payment received
- Receipt sent
- Dues followed up
- List updated
A non-profit could automate membership management: acknowledging receipt, following up on dues and updating the member list from the payments received.
Real processes to automate
Examples of common processes to give you a sense of scale. The exact scope is defined with you, according to your tools, your volumes and your validation rules.
- Invoice processing
- Receipt, reading, extraction of the key information, checking and filing in the right folder, with no manual re-entry.
- Replies to frequent emails
- Drafting a reply to recurring requests, submitted for human validation before it is sent.
- Meeting minutes
- Turning notes or a recording into structured minutes, with the decisions made and the actions to follow up on.
- Payment follow-ups
- Drafting a follow-up suited to each late payment, with the file's history, to be validated before it goes to the client.
- CRM updates
- Creating and updating contact records and opportunities from emails and meetings, with no double entry.
- Document filing
- Sorting incoming documents into the right folders, with consistent renaming and easier searching.
- Quote preparation
- Gathering the elements of a quote from a simple request: products, quantities, terms, then a draft to complete.
- Leave tracking
- Centralizing leave requests, checking balances, an automatic reply and updating the shared schedule.
- Stock alerts
- Monitoring stock levels and sending an alert when a threshold is reached, with the quantities to reorder calculated.
Frequent questions about automation
Answers to the questions we hear most often about no-code workflows and where AI fits into a process.
Do we need to know how to code to use a workflow?
No. Workflows are built with no-code tools: the steps are described and linked visually. Your team needs no technical skills to use them, and you keep control of the logic in place.
Will the automation make mistakes?
An automation can produce an error, just like a person can. That is why sensitive steps keep a human validation: amounts, sends, decisions. Testing on a bounded pilot is there precisely to check the quality of the results before going into production.
Which tools do we connect?
Email, the CRM, spreadsheets, databases and APIs, depending on the access you can arrange. Each connection is documented and limited to the permissions the process needs.
Where is our data processed?
Depending on the design chosen, processing can be local (on your own machines), hybrid or cloud. We document the data flows so you know where each piece of information travels and how it is protected.
Where do we start?
With a bounded pilot: a single process, a limited scope and clear success criteria. This approach lets you check the real benefit before extending the automation to other tasks.
What happens if a tool changes?
Tools evolve and their interfaces change. A workflow is designed to be adapted: the steps are documented, and a change to a connection or a rule can be fixed without starting over.
Which task costs you the most time?
Describe a process to us. We can define its scope, the access it needs and the tests for a pilot.
To go further
Other formats complement this offer, depending on where you're starting from.
AI and automation audit
Two weeks to choose the right process to automate, with a before-after measure and a 90-day roadmap.
Workshop: frame and prototype an AI agent
Half a day, in a group, to learn to spot the tasks worth automating and build a first prototype.
Bespoke AI agents
AI agents designed for your business, with the same confidentiality and human-validation requirements as our automations.
Training on AI tools
Learn to spot the tasks worth automating and to oversee the automations put in place in your organization.