SOP mapping
We take your documentation, screen recordings or a live walkthrough and map it into steps, rules and decision points.
Services
SOP & Business Process Automation
Turn manual SOPs into automated workflows
If a procedure is written down and followed the same way every time, much of it can usually be automated. We convert one procedure at a time into a workflow that runs the routine steps and pauses for a person on the exceptions.
- Typical focused pilot: 7–21 days, depending on scope
- Removes repetitive copy-and-paste steps
- Retries and alerts when something goes wrong
- Connects CRM, billing, documents and email
- Hours-saved tracking agreed before the build
What this engagement covers
Scoped to your situation — we start with what you already have rather than a fixed package.
Multi-system sync
Connects your CRM, accounting software, cloud storage and email so data moves between them without re-typing.
Validation checks
Each step is checked against your business rules before data is committed to your systems.
Exception handling
When data looks wrong, the workflow pauses and alerts the right person with the context they need.
Batch & scheduled runs
Processes records or files on a schedule or when triggered by an event such as a new email or form.
Run reporting
Records what ran, how long it took and what needed a person, so the time saved can actually be measured.
Small first, then scale what works
Six stages, with a decision point after the pilot. Nothing grows until it has shown value.
01
Workflow Audit
Understand the current manual process, systems, users, inputs and outputs.
02
Architecture
Choose the smallest practical automation architecture.
03
Pilot
Build one usable workflow.
04
Integration
Connect APIs, browser workflows, internal tools, databases, AI models or third-party systems.
05
Validation
Test reliability, edge cases, user approval and expected output.
06
Scale
Expand only after the pilot demonstrates value.
What you get
- Automated workflow for one agreed procedure
- End-to-end testing against real examples
- Exception alerts and run reporting
- Runbook and operations documentation
Tools we reach for
Chosen per project, not per habit. If your team already runs something that works, we build on it.
- Python
- FastAPI
- n8n
- Make
- PostgreSQL
- Redis
- Claude
- OpenAI
FAQ
SOP & Business Process Automation — common questions
Repetitive procedures with clear steps: client onboarding, weekly reporting, invoice reconciliation, order processing, data clean-up and document generation.
Other things we build
Have a workflow in mind?
Tell us about the process. We'll review it and suggest the most practical next step.