Sales-to-Delivery Handoff
A consulting firm automated the handoff from closed deal in their CRM to project setup in their PM tool, including team notifications, document creation, and client onboarding emails.
AI & Automation
Workflow Automation
Connect your tools. Kill the manual handoffs.
Connecting the apps and tools your business already uses and eliminating the manual steps in between. We build automations that move data between systems, trigger notifications, route approvals, and keep everything in sync, so your team stops doing work that software should handle.
TDS · ServiceAI & Automation
Overview
Connecting the apps and tools your business already uses and eliminating the manual steps in between. We build automations that move data between systems, trigger notifications, route approvals, and keep everything in sync, so your team stops doing work that software should handle.
Capabilities
What we deliver
- 01
App Integration
Connecting your CRM, accounting, project management, and communication tools into unified workflows.
- 02
Data Synchronisation
Keeping data consistent across systems automatically, eliminating manual re-entry and copy-paste.
- 03
Notification & Alert Flows
Automated alerts and notifications triggered by specific events across your tool stack.
- 04
Approval Routing
Multi-step approval workflows that route requests to the right people with proper tracking.
- 05
Scheduled Reporting
Automated report generation and distribution on your schedule, pulling from multiple data sources.
- 06
Error Handling & Monitoring
Built-in retry logic, error notifications, and monitoring so automations run reliably without supervision.
Outcomes
What this looks like when it lands.
We measure success in business terms, not lines of code shipped. These are the outcomes our clients see when this service is delivered well.
Hours of weekly manual data entry eliminated
Zero missed handoffs between team members and systems
Faster response times on approvals and requests
Staff time redirected from admin to higher-value work
Our approach
How we deliver it.
- 01 · Map
Document current workflows, identify manual steps, and quantify time wasted on each.
- 02 · Design
Design automated workflows that replace manual steps with reliable, monitored connections.
- 03 · Build
Implement automations with proper error handling, logging, and testing.
- 04 · Test
Run automations in parallel with existing processes to validate accuracy and reliability.
- 05 · Maintain
Monitor, update, and extend automations as your tools and processes evolve.
Tools & technology
The stack behind the work.
We pick the right tool for the job, not the loudest one. Here are the platforms and technologies we most commonly draw from for this service.
- n8n
- Zapier
- Make
- Power Automate
- Custom API Integrations
- Webhooks
Use casesPENDING: ANONYMISED
Real scenarios we have solved.
Case · 01 Case · 02 Invoice Processing Pipeline
An import business automated invoice data extraction from email, matching against purchase orders, and routing discrepancies for review, cutting processing time by 70%.
Case · 03 Cross-Platform Reporting
A marketing agency automated weekly client reporting by pulling data from five platforms, generating formatted reports, and distributing them every Monday morning without staff involvement.
Related services
Often delivered together.
Next step
Ready to talk workflow automation?
Book a free discovery call. Tell us what you are trying to achieve and we will tell you whether this is the right fit.
Book a Discovery Call30 minutes · no pitch