What it is for
- The same fields are copied from a request into a document
- It is unclear who owns a request
- Roles, statuses and a log are needed
- The rollout should be gradual
Workflow automation
Fewer manual transfers. Important steps stay with a person.
We connect requests, statuses, documents and notifications. Automation stays observable: an exception can be stopped.
Problems it solves
- A request is lost between chat, email and a spreadsheet
- A document is assembled by hand and fields go wrong
- The client cannot see a status, and a teammate cannot see the next action
What the first version includes
What the first version includes
- 01A description of the current process
- 02One loop: request → check → owner → status
- 03Rules and exceptions
- 04An action log
Demonstration layout
How the process can look
A request panel and a request route with a document draft. These are working screens, not a diagram of circles.
Useful functions
Useful functions
Request handling
Source, topic and required fields.
Routing
Who takes the request and what counts as the next step.
Statuses and notifications
One status for the client and the teammate.
Documents
A draft from request fields; a person confirms sending.
Roles and a log
It is clear who did what and where the process stopped.
Internal panels
A task list instead of tracking work in a chat.
Possible integrations
- A website or a bot as the entry point
- A CRM or a spreadsheet
- Document templates
- Email and messenger notifications
How development goes
- We describe the current process
- We find the step that is copied by hand
- We fix the rules and exceptions
- We launch with a log and a manual stop
Timing
Timing depends on the number of stages, access and exceptions. We do not promise a launch date without a process review.
Price range
Price range
Process automation starts from ₽60,000. A web application starts from ₽100,000. If the loop is not yet clear, the estimate comes after a review of the task. This is not a public offer.
Main functions
- a process review
- one route
- a log and exceptions
Pricing
- the number of integrations
- roles and portals
- document templates
What is not included automatically
- rolling it out to every team at once
- e-signature and legally binding send
- support after launch
What we need from the client
- How a request moves today: where it arrives and where it is lost
- Which statuses already exist and who owns them
- A sample document if it should be built from fields
- Access only to the systems that belong in the first version
What happens after launch
- We walk the route on test data
- We check that an exception stops the flow
- A second loop is a separate estimate
How support works
- Watching the route and the log is agreed separately
- A document template or rule change sits in the agreed scope
- New integrations are not added silently
What is not included automatically
- An autopilot without a log and a manual stop
- Connecting everything to everything
- Replacing employees
Limits
- The integration set depends on your systems and access
- An incomplete set of fields is not closed automatically
- The price remains a guide until the process is reviewed
Questions
Questions
Do we need to automate everything at once?
No. We usually start with one loop that already repeats.
What if some data is missing?
The route stops and waits for a person. That is part of the first version, not a failure.
Can this connect to a CRM?
Yes, if access and fields are clear. That is a separate volume, not a surprise at the end.
Where does a person stay?
On disputed steps: checking fields, sending a document, handling exceptions.
Is this the same as a web application?
Sometimes the process lives inside a panel. Sometimes a connection without a separate portal is enough. The task decides.
Related layouts
Related layouts
The layouts show a possible solution. They are not a client portfolio or growth figures.
Reliability matters more than the number of links.
For each integration we fix the data source, the rules, the exceptions and a way to check the result.
Telegram
Message in TelegramIf the task is already clear, write in Telegram.
A few lines are enough: what you want to simplify and how it works today. Replies are usually sent between 09:00 and 18:00 MSK.