Orchestrate approvals, documents, notifications, and jobs/states across your roles — reliably and with audit trails.
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Approvals live in email/WhatsApp and get lost.
Docs (POs, invoices, labels, contracts) are created manually.
Jobs bounce between systems (CRM ↔ ERP ↔ WMS) with no single "state of truth".
You need SLA timers, reminders, and escalations that actually fire.
We capture the real flow across systems, SLAs, and failure modes so we automate what matters — not just draw boxes.
Business-safe orchestration with explicit states (e.g., Draft → Submitted → Approved → Fulfilled → Settled), idempotent steps, retries, and compensations (SAGA).
One or multi-step approvals with roles, delegation, due-by rules, and DocuSign/Adobe Sign handoffs.
Generate PDFs, labels, BOLs, invoices, and packing lists; store with naming/versioning and push to ERP/Drive/S3.
Timed reminders, escalation chains, and on-call routing across Slack/Email/SMS so nothing slips.
Task inboxes and guided forms for exceptions, with validation rules and checklists to keep data clean.
When no API exists, use UiPath/Power Automate/Automation Anywhere for screen flows wrapped with guards, logs, and rollbacks.
Queues, dead-letter handling, tracing, and runbooks. If something fails at 2am, the system self-retries and tells the right person.
RBAC, audit logs (who changed what/when), data retention, and PII masking — HIPAA/GDPR/SOX-friendly patterns.
Process maps & RACI
Workflow specs (states, SLAs, exceptions)
Orchestration service (code + infra)
Form UIs & task inbox (where needed)
Integration connectors & test suites
Dashboards: throughput, failure rate, SLA breaches
Runbooks + handover documentation
3–5 days.
2–4 weeks: approvals + docs + notifications.
Ongoing: add lanes, SLAs, and integrations.
Monitoring, tweaks, and change requests.
Great for simple triggers — we step in when you need state, SLAs, retries, and audit trails across multiple systems.
APIs first — they are reliable and testable. We use RPA only where no API exists, wrapped with guards, logs, and rollbacks.
No — queues, retries, timeouts, and dead-letter handling keep work safe, and the system self-heals or escalates to the right person.
You do. Your workflows, your connectors, your data — you own the IP.
Book a discovery call and we'll map your first high-ROI automations.
