01
Approvals
Requests routed to the right approver by amount, team or type, with reminders, escalation and a record of who approved what.
Business Process Automation
Business process automation for the work between your teams.
Approvals, hand-offs and record updates that move on without someone chasing the next step.
We map an end-to-end process as it runs today, across people, documents, systems and approvals. Then we redesign it and automate the routine steps. Your team keeps the decisions, and everyone can see where each job is.
- Approvals stay with named people
- Exceptions routed, not lost
- Every job visible and traced
No upfront consultation fee. Free discovery and a free tailored proposal.
Sales
Deal marked as won
Manager
Approves the terms
System
Signed form readCRM and tasks set up
Delivery team
Confirms kick-off
AutomatedAI assistedA person decides
The challenge
Work that depends on people chasing the next step.
When a process crosses teams, documents and systems, the hand-offs are where time goes. Requests wait in inboxes, details are typed twice and nobody can see where a job is.
Process run by hand
With process automation
Requests wait in someone's inbox
Each step routed to the right person, with reminders
The same details typed into three systems
Entered once, then passed between systems
Status found by asking around
Every job's stage visible in one place
Errors found after they cause rework
Checks at each hand-off, exceptions sent to a person
Steps depend on who remembers them
The agreed process runs the same way each time
What we build
Automation grouped by the outcome you need.
Business process automation covers the whole process, not a single app connection. For one trigger-and-action job between apps, see Workflow Automation.
Airtable02
Data entry
Details captured once from forms, emails or documents, then passed to every system that needs them, with checks at entry.
03
Orders and delivery
Orders, stock checks, dispatch and delivery updates linked as one process, from the order to the customer's confirmation.
04
Onboarding
New clients, staff or suppliers set up across folders, accounts and task lists from one trigger, with the checks your SOP requires.
05
Reporting and status
Status views and scheduled reports built from the process itself, so managers see waiting times and bottlenecks without asking.
06
Exception management
Missing details, mismatches and overdue approvals each get a defined route to a person, with the context needed to decide.
See how it works
How one process runs end to end.
Rules move the work between people and systems the same way each time. AI helps where a document needs reading or a record needs matching, and people make the decisions.
See it with
-
Step 1 of 4Request starts
HR marks a job offer as accepted
-
Step 2 of 4Checked and prepared
Start date, role and team read from the offer
-
Step 3 of 4A person decides
Line manager confirms the equipment and access
-
Step 4 of 4Completed or escalated
Accounts, laptop request and first-week tasks created
Records updated, job closedException sent to an owner
AI reads and decides within your rulesAutomated stepsYour team, when a person is needed
Connected systems
One process across the systems you run.
A process rarely lives in one tool. We connect each step to the systems your team already uses, so the work and the data move together.
Requests and documents
Gmail
Google Forms
Google Drive- Documents
People and approvals
Slack- Approval portal
Your processSteps, rules, approvals and status
Sales, orders and ERP
Shopify
Salesforce
Zoho
SAP
CRM, data and dashboards
HubSpot
PostgreSQL
Google Sheets
Looker
What each step can read or update depends on that system's API, your permissions and the agreed scope. Where a system has no API, we use approved import files or a manual checkpoint.
API integrations →
Measuring the impact
Measured before and after, not promised.
We don't quote savings before we've seen your process. We agree what to measure in discovery, record a baseline from how the process runs today, and compare once the new process is live.
- Time spent per job
- Staff time on each request, from typing and checking to chasing approvals.
- Cycle time
- How long a job takes from request to completion, and where it waits longest.
- Rework and exceptions
- How often jobs are corrected, sent back or escalated, and why.
- Traceability
- Whether each job has a clear record of who did what, and when.
Staff time per requestBaseline recorded
Request to approval timeBaseline recorded
Jobs sent back for reworkTracking in pilot
Exceptions per weekTracking in pilot
Audit trail per jobLogged
Results are compared with your own baseline, not industry averages.
Control and data
Your team stays in charge of the process.
We agree these with you before anything goes live.
People own the decisions
Approvals, payments and anything sensitive stay with a named person. The process prepares the work; your team signs it off.
Overrides and recovery
Staff can correct a record, send a job back or pause a step. Failed steps retry where safe, then alert a person, and every change is logged.
Access kept to what's needed
Each step touches only the data it needs, through scoped credentials rather than shared logins. Data handling, AI providers and hosting are confirmed per project.
Our work
Processes, automated end to end.
Two live client systems that run sourcing, research and outreach as one process, plus solution showcases for supplier onboarding, candidate screening, clinic bookings, quotations and claims.
Client workAll client workView all →
Capital markets · Research & outreachHow a Capital-Raising Team Cut Investor Research from 15 Minutes to 170%shorter deal pipeline timeline15×faster than by handRead the case study →
Private credit · Company intelligenceHow a Private Credit Firm Researches a Target Desk in About 7 Minutes~7 minper desk, unattended90%+coverage on target desksRead the case study →
Solution showcasesAll solution showcasesView all →
Corporate
Vendor management system for supplier onboarding
Vendor forms and documents checked, duplicates caught and approvals routed, with suppliers created in your ERP.
See the workflow →
Recruitment
Interview scheduling software with AI CV screening
CVs summarised against the job's requirements and interviews self-booked, while recruiters make every decision.
See the workflow →
Healthcare
Clinic appointment system on WhatsApp and phone
Patients book, reschedule and get reminders, after hours too, while clinical questions go straight to staff.
See the workflow →
Manufacturing
Quotation software and RFQ automation
Multi-item RFQs read from email, matched to your catalogue and priced by your rules, ready for sales to approve.
See the workflow →
Insurance
Insurance claim management system on WhatsApp
Claims opened, documented and triaged in the chat, with status updates and your claims team deciding every claim.
See the workflow →
How we work
From today's process to a better one, running.
- 01
Map the current process
We document each step, hand-off, approval and workaround as it runs today, including the exceptions.
- 02
Design the future state
We remove rework, agree who decides what, and mark which steps are automated, AI assisted or kept with people.
- 03
Pilot and validate
We run the new process on live work with a small team, measure it against the baseline and adjust the rules.
- 04
Roll out and optimise
We extend it to the wider team, train the people involved and refine from real use.
Every project has an agreed scope and acceptance criteria before the build starts.
Project scope
Scoped around your process.
Every process is different, so we scope yours around the steps, people and systems involved. These factors shape it.
- Steps and branches
- A linear process, or one with many conditional paths and decision points.
- Teams and approvers
- How many teams, approval levels and hand-offs the process crosses.
- Systems involved
- How many systems it spans, and whether each has an API or needs import files.
- Documents
- Whether steps depend on reading forms, CVs, delivery notes or contracts.
- Exceptions and volume
- The variety of edge cases, and how many jobs run through each month.
- Hosting and audit
- Cloud or self-hosted, and audit needs. Platform fees are separate.
Guides
Guides on this
Guides
Make advanced scenarios with routers, filters and error handling
9 min read
Solutions
Shopify AI automation for orders, support and inventory
8 min read
Guides
10 practical ChatGPT business use cases that save your team hours
9 min read
Solutions
Slack automation AI for summaries, alerts and workflows
7 min read
All insights
FAQ
Process automation questions.
Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.
What is business process automation, and how is it different from a single workflow?
Business process automation (BPA) takes a full end-to-end process, such as order fulfilment or client onboarding, maps every step, hand-off and decision, then redesigns and automates it as one coordinated process. A single workflow automates one task between apps, which we cover under Workflow Automation. BPA connects many tasks, systems and people, with approvals and exception handling built in.
How do we choose the first process to automate?
Start with a process that runs often, follows mostly clear rules, crosses at least one hand-off and causes visible delays or rework. In discovery we score a shortlist by impact and effort, and pick one that can show measurable results without disrupting critical work.
Do you map our existing process before automating it?
Yes. Process mapping comes first. We document the current flow, every hand-off, approval and edge case, then redesign it to remove rework before we build. Automating a broken process just makes the mess run faster, so we fix the design first and agree it with you.
Will our existing software or SOP change?
Usually not much. We build around the systems you already run, such as Gmail, Google Sheets, Microsoft 365, Slack, HubSpot, Shopify, your ERP and your databases, and connect them. Where a tool can't support a step, we explain the options and you decide. Mapping often shows steps that can be removed or reordered; we propose the changes, and update the process documentation so your SOP matches how the system works.
Can staff override the automation?
Yes. Approvals, payments and anything sensitive stay with named people. Staff can correct a record, send a job back or pause a step, and each change is logged. Overrides that keep happening usually mean a rule needs adjusting, so we review them during the pilot.
How are exceptions and delayed approvals handled?
Exception handling is designed in. The process checks data at defined steps, retries temporary failures, and routes anything it can't resolve to a person with the context, instead of failing silently. For approvals, we agree reminder and escalation rules up front, and the job waits in a visible queue rather than being skipped. Failed runs are logged so they can be traced, fixed and replayed without posting twice.
How is success measured?
We agree the measures in discovery, such as staff time per job, request-to-completion time, rework and overdue approvals, and record a baseline from your current process. After the pilot we compare against that baseline, so results come from your own data rather than estimates.
How long does a business process automation build take?
A single well-defined process is the quickest to map, build and launch. A larger multi-department programme is delivered in phases, so each process goes live and proves itself before the next. After a free discovery consultation we prepare a tailored initial plan and proposal with a phased timeline and a private quote.
Do we own the automations, and is ongoing support optional?
You own the bespoke workflows and scripts built for your project under our agreement. Framworq keeps its pre-existing tools and reusable components, with the rights your team needs to use the system. We hand over documentation and a walkthrough so your team can run and extend the process. Run it yourself, or choose a separate maintenance and monitoring plan.
Next step
Show us the process slowing you down.
Walk us through one process, from request to sign-off. We'll show you where the time goes and prepare an initial plan for automating it.
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