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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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Workflow Automation

Automate the Steps Between Your Apps

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.

50+ ERP and automation projects. Zero failed projects since 2021.

Book a Free Consultation → Features
⚡
When
A new order is approved
🔍
Check
Stock is available and credit is clear
⚙
Do
Create the invoice and the delivery
📧
Then
Email the customer and notify the team
15 hrs
Saved per team each week
90%
Fewer manual handoffs
Minutes
Not days, per task
4 wk
First workflow live
Why It Matters

The work between the apps is where time goes

Your tools are fine. The copying, chasing and waiting between them is the problem.

No More Copy and Paste

Data moves on its own

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.

  • Triggers from forms, email, ERP and CRM.
  • Data passed cleanly between systems.
  • No more re-typing the same thing.
A workflow moving data between systems
Approvals That Move

Requests route themselves to the right person

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.

  • Rules decide who approves what.
  • Reminders chase the stragglers.
  • Systems update on approval.
An approval workflow in a team
Popular Automations

When this happens, do that

A few of the workflows teams ask us for most.

WhenA quote is accepted
ThenCreate the order, invoice and project, and email the client
WhenAn invoice arrives by email
ThenRead it, match the order, and queue it for approval
WhenA new employee joins
ThenCreate accounts, assign assets and start the checklist
WhenStock falls below the reorder level
ThenRaise a purchase order and alert the buyer
WhenA payment is overdue
ThenSend a reminder and flag the account for follow-up
WhenA ticket stays open too long
ThenEscalate it to a manager and notify the customer
How a Workflow Runs

Trigger, check, act, notify

Every workflow we build follows the same simple shape.

⚡
Trigger
Something happens: a form, an email, an order, a time of day.
→
🔍
Check
The rules decide what should happen and who is involved.
→
⚙
Act
The workflow updates systems, creates records and moves data.
→
📧
Notify
The right people are told, and the result is logged.
What We Automate

Processes that span apps and people

Finance and accounts work

Finance and accounts

Invoice processing, approvals, reminders and reconciliation across email and the ERP.

An HR and onboarding team

HR and onboarding

Joining, leave, expenses and offboarding, with accounts and checklists handled.

Order fulfilment in a warehouse

Order to cash

Quote to order to invoice to delivery, with each step triggering the next.

Procurement documents

Procure to pay

Indents, purchase orders, receipts and vendor payments, routed and approved.

A sales and CRM team

Sales and CRM

Lead capture, assignment, follow-up and handover into delivery and billing.

Reporting and alerts dashboard

Reporting and alerts

Scheduled reports, threshold alerts and exception flags sent on their own.

Connects To

Workflows run across the tools you already use

We connect your systems, not lock you into one.

Odoo ERPNext SAP Email WhatsApp Slack CRM Sheets Databases Your APIs
Real Results

What automation changes in practice

15 hrs
Saved per team each week
90%
Fewer manual handoffs
Minutes
Turnaround, not days
Fewer
Errors and missed steps
Nothing
Slips through the gaps
95%
Team adoption
Why Us

Why teams choose TCB Infotech for automation

1
We know your systems
We build ERP and software, so workflows connect to your real stack.
2
Start where it pays back
We automate the process that wastes the most time first.
3
Process first
We tidy the flow before we automate it, so we are not speeding up a mess.
4
People stay in control
Approvals and exceptions go to a person, not into a black box.
5
One steady team
The people who scope it are the people who build it.
6
Support after launch
We tune the workflows as your process changes.
FAQ

Workflow automation questions

How is workflow automation different from an AI agent?
A workflow follows rules you define: when this happens, do that. An AI agent decides what to do on varied input. Workflows are best for reliable, rule-based processes; agents handle the cases that need judgement. Many teams use both.
Do we need to replace our software?
No. Workflows run on top of what you already use. We connect your ERP, email and tools rather than replace them.
Can a workflow include human approvals?
Yes. Approvals are a core part. The workflow routes a request to the right person, waits, reminds, and continues once approved.
What if a step fails?
Workflows are built to retry, log the error and alert a person, so a failure is handled rather than silently lost.
How long until the first workflow is live?
A focused first workflow typically goes live in about four weeks, depending on the process and the systems it touches.
Which processes should we automate first?
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.

Automate Your Most Repetitive Process

Book a free consultation. We will map the process that wastes the most time and show you the workflow that fixes it.

Book a Free Consultation →

No commitment. A working assessment of where automation fits.