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What we do

Four kindsof job.

Most engagements start with one of these and grow into a second. You do not need to know which one you need - that is what the consultation is for.

Whichever it is, the shape is the same: we work inside the tools you already pay for, a person stays in control of the decisions, and everything we build is documented and yours to keep.

1.0

Workflow Automation

A small working office with desks, filing cabinets and paperwork in trays

The repetitive steps between your systems - the copying, the chasing, the re-keying - handed to software that does them the same way every time.

What this usually replaces

  • Re-typing the same information into a second system
  • Chasing an approval by email
  • Rebuilding the same report every Monday

Something we built - Invoice intake

  1. 01  TriggerInvoice arrives
  2. 02  SoftwareMatch to the purchase order
  3. 03  YouOver the limit?
  4. 04  SystemPosted to QuickBooks

2.0

Systems Integration

An open electrical control cabinet with labelled terminal blocks and loomed wiring

Your office system, accounting, scheduling and field tools made to talk to each other. You keep the software you already pay for.

What this usually replaces

  • Two systems holding two versions of the same job
  • Exporting a spreadsheet to import it somewhere else
  • A tool nobody uses because it sits outside the workflow

Something we built - Order status updates

  1. 01  TriggerStatus changes
  2. 02  SoftwareDraft the update
  3. 03  YouExceptions held for review
  4. 04  SystemCustomer notified

3.0

Sales and Marketing Automation

A small team around a workshop table, the month's plan written up on a whiteboard behind them

Inquiries answered, scored and routed to an owner without sitting in a shared inbox until somebody notices them.

What this usually replaces

  • Leads going to whoever spots them first
  • Quotes following up late or not at all
  • No record of what was promised on the phone

Something we built - New lead follow-up

  1. 01  TriggerInquiry submitted
  2. 02  SoftwareScore and match territory
  3. 03  YouOwner accepts
  4. 04  SystemFollow-up scheduled

4.0

Industrial Automation

A working manufacturing plant floor, machines under warm work lamps

The software layer around plant and field operations: reporting, scheduling, maintenance records and the paperwork that surrounds them.

What this usually replaces

  • Production numbers keyed in from a clipboard
  • Maintenance history living in someone's memory
  • Compliance paperwork assembled the night before

Something we built - Shift production log

  1. 01  TriggerShift ends
  2. 02  SoftwareRead the log, check the range
  3. 03  YouSupervisor confirms exceptions
  4. 04  SystemFiled to SharePoint

Next step

Let’s find the workworth automating.

We will map it with you - no slide deck, no obligation. Most engagements start with a single workflow, wherever in the country the work is.

Book a 30-minute call

Not ready to book? Write to info@automationgroup.us and tell us the job.