We turn daily exports, data entry, reconciliation, and notices into scheduled scripts, with a runbook people can read.
What You Get
An automated flow with logs, failure alerts, and manual takeover steps. It replaces repetitive operations, not accountability.
Who It's For
Operations teams copying data between spreadsheets, back offices, and inboxes every day
Business departments running quotes, order follow-ups, and reports through fixed steps
Companies that would rather connect existing systems than build another back office
Deliverables
Current-state flow: steps, systems, and exceptions
A schedulable script or RPA flow
Configuration, required account permissions, and log locations
Manual fallback steps for failures
Handover notes: who may change the rules
How We Work
01
Record one real run
Walk through the whole flow including exceptions — not just the summary slide.
02
Mark the human checkpoints
Automatable steps and must-be-human steps are written separately.
03
Replay with historical samples
Run past real materials end to end and verify the logs.
04
Set scheduling and alerts
Who gets failure notifications, and how to finish an order manually.
Not Included
Operating systems or accounts without authorization
Bypassing the client's internal security policies
Fully automatic launch of client-visible actions without failure handling