Workflow automation
Workflow automation for recurring operations
For an operation that already works, with a process somebody repeats every day. We rebuild that process to run on a schedule — monitored, documented, and inside your own accounts.
Scope
What this covers
And, just as usefully, where it stops.
- It runs on a schedule, or on a change in your data — not because somebody remembered.
- There is no screen to open. The output arrives where the work already happens: a sheet, an inbox, a report that lands before anyone asks for it.
- It covers the whole loop, including what happens when an upstream system changes its format without telling anyone.
- If a person has to open an app and make a judgement each time, that is a different piece of work — an internal tool — and the audit will say so rather than selling you this.
Evidence
Where this has been done
Built at Koenig Solutions
Prior professional experience. Our founder built these systems as an employee at Koenig Solutions, who own them.
Quoting and follow-up across a distributed sales team
Requests are drafted into quotes, followed up automatically, and routed to the right rep without anyone chasing a spreadsheet. A fixed-scope build, replacing collation that had been done by hand.
Built by Ergara, ahead of rollout
Pre-rollout. This system is built and reviewed but is not yet in service. It is shown as the closest example of this kind of work, not as a delivered result.
Nightly reconciliation for a six-outlet F&B chain — validated, not yet deployed
An inventory reconciliation and cash-handover system is built and independently reviewed, and has been validated against four days of the chain’s real sales data. It is in final validation ahead of rollout, and is not yet running in the stores.
How we scope it
Every build starts with the free AI Ops Audit: one workflow mapped as it actually runs, then a written plan ranking what to automate first. The scope and the number are fixed there, before anything is built.
30 minutes on one process. You keep the written plan either way.
What you own
What you are actually buying
It won't break quietly
Error handling, retries and alerting on every workflow. When an upstream API changes, we know before you do — not when someone notices the invoices stopped going out on Tuesday.
Scoped before it's built
Nothing open-ended. The audit fixes the scope and the number before a single thing gets built.
Questions
About workflow automation
We already run some of this in Zapier or Make. Is that wasted?
Usually not, and repairing is often cheaper than starting again. The audit says plainly whether the existing setup is worth repairing or worth replacing. What we will not do is leave a process the business depends on running with no error handling and nobody watching it.
What happens when an upstream system changes?
Every workflow ships with error handling, retries and alerting, so a failure reaches us rather than being discovered when somebody notices the numbers stopped arriving. Fixing breakage in what we built is covered for as long as the monthly is running, and is never billed as new work.
What does “runs on a schedule” actually mean?
It runs whether or not anyone remembers it, with no screen to open and no button to press. Where a process genuinely needs a human judgement partway through, we build the parts that do not and tell you exactly where the judgement belongs.
Find out what you shouldn't be doing.
30 minutes, no pitch, and a written plan you keep either way.
Get your free AI Ops Audit