Workflow & Process Automation

Processes that run by themselves — your systems talk to each other

We automate entire workflows end-to-end: from quote to order to invoice, onboarding or approvals. Instead of copying data from tool to tool, we connect your existing systems — CRM, ERP, accounting, email, spreadsheets — so processes run through without manual steps. Built for SMEs in Zurich and across Switzerland.

The problem: your tools don't work together

In many SMEs, processes run across five different tools that know nothing about each other. A request is captured in the CRM, retyped into the ERP, the invoice created separately in accounting, the status chased by email. Every handoff is manual work — copy-paste, media breaks, waiting times, typos. At Swiss labour costs that's expensive, and it slows you down: orders stall, information is out of date, no one reliably knows where things stand. Process automation closes these gaps between your systems so the workflow runs through on its own.

What we build

System integrations & APIs

We connect CRM, ERP, accounting, email and spreadsheets through stable interfaces — so data flows automatically between your tools instead of being copied by hand.

Workflow orchestration

Whole workflows like quote→order→invoice, onboarding or purchasing run as one continuous process — each step triggers the next automatically.

Document & approval flows

Documents are created, routed and approved — with clear rules on who signs off what and when. Where it helps, AI reads the content and pre-decides.

Monitoring & error handling

Every process is monitored. When something goes wrong, it escalates cleanly and a human decides — automation without blind spots.

How we work

01

Process mapping

We map your workflow end-to-end and find the manual handoffs and media breaks that cost the most.

02

Connect systems

We integrate your existing tools via APIs and define how data and status flow between them.

03

Orchestrate & safeguard

We build the continuous workflow, define exceptions and set up human-in-the-loop for approvals and errors.

04

Measure & expand

We measure cycle time and manual work saved, then extend the automation to further processes.

What changes

  • No more copy-paste between systems — data flows automatically from tool to tool.
  • Shorter cycle times: orders, invoices and onboardings run through without waiting.
  • A reliable single source of truth — everyone sees where a case stands at any time.
  • Human in the loop — approvals and exceptions stay with your team, the rest runs by itself.

Custom, not off-the-shelf

Every business is different. We don't sell pre-packaged templates — we build custom solutions tailored to your exact processes, tools and goals, whatever your industry or size.

Frequently asked questions