Service 02 · Workflow automation
Workflow automation for the work your team still does by hand
Re-keying, chasing approvals, building PDFs, filing and reminders, rebuilt as dependable workflows, usually in tools you already pay for.
- Request submitted on a form
- Checked for missing detailsException: Something missing: sent back to the requester automatically
- Document built from the standard template
- Filed by customer and date, the right people notified
Signs you need this
Sound familiar?
- Information arrives one way and has to be typed into another system.
- Approvals wait in someone’s inbox until they are chased.
- Standard documents are rebuilt by hand every time.
- A routine task only works because one person knows the steps.
What we build
The pieces, and what each one is for.
- Digital forms and intake
- Forms that capture the data once, in the format the next step needs, on any device.
- Approvals and routing
- Requests go to the right person, with reminders and a record of who approved what.
- Document generation
- Quotes, confirmations and reports built from templates and filed automatically.
- Notifications
- The right person told at the right moment, by email or Teams, instead of a status meeting.
- Bridges for older systems
- Where a system has no API, a desktop flow performs the clicks, with a plan to move to an API.
Put a number on it
What does the manual version cost you a year?
Use your own numbers. The estimate comes with you to the call if you want it to.
What you get
Deliverables you can hold us to.
Fixed price, agreed before work starts. Built in your environment wherever possible, and owned by you.
- Current and future workflow maps, with time measured before and after
- The working flows, in your Microsoft 365 tenant or systems, under service accounts
- Failure alerts and a manual fallback for anything payroll- or billing-critical
- A runbook: what runs, when, who owns it and what to do if it stops
Track record
Related work.
Systems built by RootN’s founder: case studies and field notes from a heavy-civil equipment operation.
Questions
Good questions to ask.
Do we need new software?
Often not. Many workflows run on Microsoft 365 plans businesses already have. Any extra licence is named and priced before the build.
What if one of our systems has no API?
Careful desktop automation can bridge the gap, with validation and alerts, while we plan the move to an API or file-based integration.
Other services
Next step
Start with one process.
Bring an example. In 30 minutes we’ll tell you whether it’s worth fixing, roughly what it would take, and what we’d do first.
With the engineer who would do the work. Reply within one business day.