What kind of work can be automated?
Work that repeats and follows rules. The report someone rebuilds by hand every week, two systems that need to stay in step, documents that get read and retyped, follow-ups after a quote or a missed call, and a message when something falls outside the rules you set. Each one is quoted on its own, so you can start with whichever costs the most time.
How do you stop it doing something wrong?
Nothing spends money, sends a message or deletes a record without a person approving it. The software prepares the work and your team decides: a payment waits for a click, a reply waits until someone has read it, and a record gets marked instead of erased.
Do we have to replace the tools we use now?
No. Most of this work sits between the tools you already have, moving information between them so nobody retypes it. If a tool has no way to connect at all, we will say so on the first call and suggest the nearest one that does.
What happens when a scheduled job fails?
You hear about it the same day. We check that something new actually came through, not only that the job ran, because the expensive failure is the one where nothing looks broken and the numbers quietly stop updating.
Can software read documents for us?
Yes. A PDF, a confirmation email, a screenshot or a photo of a receipt can be read for you, with the details filled in already and waiting for someone to check, so your team checks a screen rather than types one.