A shared inbox acts as a workflow system
Requests are read, interpreted, forwarded and chased manually with limited visibility of what is outstanding.
Back-office automation consultancy in Kent
Remove repetitive admin without losing control.
We automate routine inbox, document, reporting and system-to-system work, and send anything unusual to the right person.
Tell us about the task your team has to repeat every day or every week.
In short
Which back-office processes should be automated first?
Start with a frequent process that follows recognisable rules, uses reasonably consistent information and has a clear owner. Good candidates include shared inbox triage, document extraction, recurring reports, data reconciliation and moving information between systems.
The admin
Where it builds up
Documents are rekeyed into systems
Staff copy information from invoices, forms, orders, contracts or reports into structured fields.
Recurring reports are rebuilt every time
Data is collected from several sources, cleaned and assembled into the same management format.
Exceptions appear too late
Reconciliation and checking happen after work has accumulated, making errors slower and more expensive to resolve.
What we do
What we would automate
Inbox triage
Classify requests, extract key details, identify missing information and route a clear task to the right owner.
Document processing
Read the document types you use, return structured fields, apply validation rules and send exceptions for review.
Reporting automation
Collect recurring inputs, run the checks you need and prepare a consistent report with an audit trail.
System handoffs
Move information between existing tools while controlling permissions, failures and duplicate records.
Where we would start
Automate one measurable workflow
We record the current volume, time and exception rate, build a first version and compare it with the work done today.
Typical outputs
- Process baseline and business case
- Rules, exceptions and approvals
- Working pilot
- Production and support plan
How it works
We start small and prove it works
A first project should earn the next one.
- 01
Understand the work
Map the current process, information, exceptions, cost and desired result.
- 02
Test what matters
Build with real examples from your own work and compare the result with how the job is done today.
- 03
Put it into use
Integrate, document, train and measure only when the evidence supports it.
Common questions
Questions operations teams ask
Does a workflow need AI?
No. Some problems are better solved with conventional automation, clearer forms or better system configuration. We use AI only where it adds useful interpretation or flexibility.
Can you automate information from PDFs and emails?
PDFs and emails are common starting points. Reliability depends on the variation in the source material, the fields required and how exceptions are handled.
What happens when the automation is unsure?
A well-designed workflow identifies low-confidence or unusual cases and routes them to a person with the relevant context.
Can it connect systems that do not have an API?
Sometimes. We might use secure exports, supported connectors or the existing interface. We check the support and reliability implications first.
Get in touch
Tell us which task keeps coming back.
Tell us what arrives, what your team does with it and where the result has to go. We will help you work out whether it is worth automating.
Email us