RPA bot
Purchase-order handoff
An attended bot reads standard purchase-order fields from email attachments and prepares the entry in the internal system. Incomplete or unusual orders go to an exception queue; a team member approves the final entry.
Process automation for small businesses
Automate repeat work
Remove manual re-entry, repeated checks, and slow handoffs from one stable business process. Keep the review and decisions your team needs.
RPA and AI agents
From $100
First version in 7 days
The problem
Stop the repeat
If your team repeatedly moves information between systems, checks the same documents, or chases a standard approval, the work already has a process.
A useful first automation handles the mechanical steps and leaves clear controls for the moments that need a human decision.
A focused first workflow
Map it, automate it
- 01Map
Identify the trigger, inputs, systems, checks, and the useful result.
- 02Build
Automate the repeated actions with rules, RPA, or an AI agent where it fits.
- 03Review
Keep an auditable handoff and the human review points your team needs.
Example work
Two example routines
AI agent
Counterparty review note
An AI agent checks counterparty documents against a defined checklist and prepares a review note. Missing or mismatched details are flagged; a team member makes the risk decision and gives final approval.
Good first targets
Start with one process
- Copying data between systems, files, or forms.
- Checking standard documents against defined rules.
- Routing a request, approval, or update to the right person.
- Preparing a repeatable output for review or handoff.
- Giving the team a clear exception queue instead of more manual steps.
Scope honestly
Keep the first version safe
Start with a stable process, explicit rules, and a clear owner for exceptions. Complex core-system changes, unstable integrations, and regulated decisions need separate scoping.
Use sanitized examples if the process involves client, financial, legal, medical, or other sensitive data.
Start with one real routine
Show us the manual process
Tell us what starts the work, what your team repeats, and what a correct handoff looks like.
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