Integrations & automations
Connect your systems. Let the work flow.
We turn manual, fragmented processes into intelligent workflows powered by automation and AI. By connecting the systems your organisation already uses, we help reduce time-consuming work, prevent errors, and keep critical tasks moving without constant follow-up.
AI layerTrigger
Supplier invoice received by email
Email · Accounts inbox
Invoice
- Supplier: Nova
- ₪4,200
- Above approval limit
Your systems hold the information. Your people do the connecting.
A process starts in an email, continues in a spreadsheet, moves into the CRM, waits for someone to review a document, and ends with a manual update in another system.
None of these actions are difficult on their own. But together, they create delays, inconsistent data, missed follow-ups, and unnecessary operational overhead.
The problem is not that you have too many tools. The problem is that they do not work together in the way your business needs them to.
When is intelligent automation the right step?
- A high-volume process that repeats and crosses several systems
- Delays or errors that come from moving information by hand
- A need to understand content, not just move fields between systems
- Sensitive decisions that should stay with a person
We turn disconnected steps into one intelligent workflow
We map the real workflow from start to finish, identify the points where work slows down or information gets lost, and connect the right systems in the right sequence.
Automation handles repeatable actions. AI adds understanding where it is needed: reading content, classifying requests, extracting information, summarising context, making rule-based decisions, and deciding which next step should happen.
The result is not simply an integration. It is a workflow that can move forward with less manual effort.
The tools you already use, working better together
We design integrations around your existing working environment, including:
- CRM and sales platforms
- ERP and operational systems
- Email and shared inboxes
- WhatsApp, Slack, and internal messaging
- Monday, Asana, ClickUp, and task-management tools
- Google Workspace and Microsoft 365
- Documents, PDFs, forms, and file storage
- Databases, dashboards, and reporting tools
- Payment, booking, and customer-service systems
- Custom internal applications and APIs
Every connection is designed around a business purpose. We do not connect tools just because they can be connected.
Not every workflow should follow a fixed rule
Traditional automation works well when every step is predictable. AI becomes valuable when a workflow needs to understand language, assess context, or handle variation.
Read and understand content
Extract the right details from emails, forms, contracts, invoices, reports, and customer messages.
Classify and route requests
Identify what a request is about, how urgent it is, and which person, team, or workflow should handle it next.
Enrich information
Research and add missing context to a lead, customer record, document, or operational case.
Summarise and prepare
Turn lengthy conversations, documents, and data into clear summaries, briefings, or recommended next steps.
Trigger the right action
Create a task, update a record, send a message, alert a team, start an approval process, or hand a case to a person with the right context.
The anatomy of an intelligent workflow
Six stages every workflow we build is composed of, in full or in part.
- 01
Trigger
An incoming email, a submitted form, a status change or a schedule starts the flow.
- 02
Understand
AI reads the content and works out what it is about and what is needed.
- 03
Enrich
Missing information is gathered from approved systems and external sources.
- 04
Take action
A draft, task, message or approval process is created automatically.
- 05
Update systems
Records in the CRM, ERP and other tools stay consistent.
- 06
Notify or escalate
A person on your teamThe right people are informed, and unusual cases go to a person.
From manual coordination to reliable flow
Examples of the workflows we build, end to end.
Lead-to-opportunity workflow
A new lead arrives, is enriched with relevant information, scored against your criteria, added to the CRM, and assigned to the right sales representative with a prepared summary and next action.
The flow
“New lead → Enrich → Score → CRM → Assign + summary”
Customer enquiry workflow
An incoming message is identified, matched with the relevant customer information, answered where appropriate, or routed to the right team with the full conversation and account context.
The flow
“Message → Identify → Match customer → Answer or route”
Document-processing workflow
A document is received, its key information is extracted and checked, relevant systems are updated, and exceptions are sent to a person for review.
The flow
“Document → Extract → Check → Update systems → Exceptions to a person”
Operational exception workflow
A missed deadline, unusual status, or incomplete record triggers an intelligent check. The workflow gathers the context, alerts the right person, and records the action taken.
The flow
“Exception → Gather context → Alert → Record”
Reporting and insight workflow
Data is collected from multiple systems, cleaned and summarised, then delivered as a clear report, dashboard update, or management alert.
The flow
“Collect → Clean → Summarise → Report / dashboard / alert”
Approval and compliance workflow
A request that needs sign-off is routed to the right approver with context, reminded if it stalls, and recorded once decided.
The flow
“Request → Approver → Reminder → Decision → Record”
Automations need to keep working after launch
A workflow is only valuable if it remains dependable as systems, data, and business requirements change. That is why we build with real-world operations in mind.
Active workflows today
- Lead-to-opportunity128 runs · 0 errorsHealthy
- Invoice intake3 waiting for approvalWaiting for approval
- Customer enquiries412 runs · 2 handed to a personHealthy
- Nightly reportRetried once · ERP timeoutRetried
Recent events
- 02:14ERP unavailable · run paused, no data lost
- 02:19Retry succeeded · nightly report completed
- 08:05Invoice above limit · sent to Dana for approval
- 08:31Dana approved · purchase record created in the ERP
Clear rules and ownership
Every workflow has defined triggers, decision points, permissions, and responsible people.
Error handling and alerts
When a system is unavailable, data is missing, or an action cannot be completed, the workflow can log the issue, retry where appropriate, and alert the right person.
Human review where it matters
Sensitive actions, unusual cases, and important decisions can pause for human approval instead of being processed automatically.
Visibility and improvement
We make it possible to understand what happened, where the process slowed down, and what can be improved over time.
Less manual coordination. More reliable operations.
Intelligent integrations and automations can help your organisation:
The goal is to give your team a workflow they can trust: one that runs consistently in the background and brings people in when their expertise matters most.
- Reduce copy-paste work and repeated data entry
- Keep records accurate across systems
- Shorten response and processing times
- Prevent leads, requests, and tasks from falling through the cracks
- Give teams complete context without manual searching
- Reduce avoidable mistakes and operational bottlenecks
- Scale routine processes without increasing unnecessary workload
Frequently asked questions
Have a question that isn't here? Book a discovery call and we'll answer it in person.
No. In most cases, the purpose of integration and automation is to get more value from the systems you already use.
Often, yes. We first assess the available API, database, export, webhook, or other safe connection options. If a direct connection is not possible, we will recommend the most practical alternative.
No. Complex workflows are often the best candidates when they are designed carefully. AI can handle content and context, while clear rules and human review protect important decisions.
We design workflows with monitoring, logging, retry logic where appropriate, and alerts. The goal is to identify issues quickly and prevent information from being lost.
Yes. We can include approval steps for sensitive messages, data changes, payments, customer communications, or any action that should not happen automatically.
We look for processes with high repetition, high volume, costly delays, manual handoffs, or frequent errors. An AI Opportunity Audit can help identify and prioritise the best starting point.
Integrations & automations
Let’s find the workflow that should not be manual
Tell us where information gets stuck, work gets repeated, or teams spend time moving data between systems. We will help you identify the automation opportunity and the right way to build it.
Talk to an AI integration architect
Share the workflow, systems, and challenge involved. We will get back to you for a focused conversation about what can be connected, automated, and improved.
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