Workflow Automation
We connect your ERP, email and tools, and run the routine process between them: a trigger fires, the rules check out, the action happens, and the right people are told.
Why It Matters
When a form is filled, an order is placed or a deal is won, the data flows to the next system by itself, so nobody re-keys it and nothing is missed.
Leave, purchase and expense requests go to the right approver, send reminders if they wait, and update every system once approved, so nothing sits in an inbox.
Something happens: a form, an email, an order, a time of day.
The rules decide what should happen and who is involved.
The workflow updates systems, creates records and moves data.
The right people are told, and the result is logged.
Invoice processing, approvals, reminders and reconciliation across email and the ERP.
Joining, leave, expenses and offboarding, with accounts and checklists handled.
Quote to order to invoice to delivery, with each step triggering the next.
Indents, purchase orders, receipts and vendor payments, routed and approved.
Lead capture, assignment, follow-up and handover into delivery and billing.
Scheduled reports, threshold alerts and exception flags sent on their own.
We build ERP and software, so workflows connect to your real stack.
We automate the process that wastes the most time first.
We tidy the flow before we automate it, so we are not speeding up a mess.
Approvals and exceptions go to a person, not into a black box.
The people who scope it are the people who build it.
We tune the workflows as your process changes.
A workflow follows rules you define: when this happens, do that. An AI agent decides what to do on varied input. Workflows suit reliable, rule-based processes; agents handle the cases that need judgement. Many teams use both.
No. Workflows run on top of what you already use. We connect your ERP, email and tools rather than replace them.
Yes. Approvals are a core part. The workflow routes a request to the right person, waits, reminds, and continues once approved.
Workflows are built to retry, log the error and alert a person, so a failure is handled rather than silently lost.
A focused first workflow typically goes live in about four weeks, depending on the process and the systems it touches.
Start with a high-volume, rule-based process that wastes time today, such as invoice handling, onboarding or order processing. The payback is quick and the risk is contained.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A working assessment of where automation fits.
