Request-to-task workflows
Capture the trigger, validate required information and assign an owner with the context needed to act.
Take repetitive admin off your team’s list.
Connect the recurring handoffs behind your operations. Turn requests into owned tasks, route approvals and make exceptions visible before work gets stuck.
Book an Automation Consultation
What this service
does for your team.
For teams coordinating approvals, internal requests and status updates through emails and spreadsheets.
Approvals and routing
Apply agreed decision rules, wait for a person where approval is required and record the outcome.
Exceptions and visibility
Notify the right team when something fails or becomes overdue, with an activity trail that explains what happened.
A handoff that doesn’t get lost.
Follow a sample equipment request through an approval, an assigned task and a visible completion trail.
Scroll to follow the workflow
Operations and Workflow Automation
Interactive demo
1
Requested
2
Approval
3
Assigned
Equipment request
REQ-028
Replacement equipment
Estimated cost £850
Request owner
Alex Morgan
Ready for approval routing
Demo · Sample data · No external actions
Request received
Capture the request
Turn an internal request into a tracked item with an owner and the information needed to act.
Replacement equipment · £850 estimate
How your apps work together
Example apps we can connect
Google Drive
Request documents
Zapier
Approval routing
Gmail
Team notifications
Example connections. Final integrations depend on your tools and access.
You stay in control.
We automate the process you approve. Decisions requiring judgement remain with the designated person, and failed steps have a defined recovery route.
What we need from you
One process map, the systems involved, decision rules, owners and examples of common exceptions.
How we test it
We test routine requests, missing information and failed connections with your team. Before launch, we agree ownership, access, support and what a successful workflow looks like.
About this service
Where should we start?
Choose a frequent, well-understood process with a clear owner and a result that can be checked.
What if an integration fails?
We define how retries, alerts and manual recovery work, then test those paths before launch.
Start with one workflow
Book an Automation Consultation
We’ll review one repetitive task, look at the tools involved and recommend your next steps. Share a few details below to prepare for your automation consultation.
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