Enquiries and follow-ups
Capture incoming details, create a record, route the enquiry and prepare a response for a person to review. Make the handover visible.
Business automation.
Less doing it twice.
Connect your systems, simplify the handovers and give your people more time for the work that needs them. Dragon AI designs business process automation around how your team actually works.
Talk through your workflow- Connected processes
- Checks for exceptions
- A confident team handover
Same information. Three systems. Sound familiar?
Copying an enquiry into your CRM. Rebuilding the same Friday report. Following up to find out whether someone has approved a document. Small tasks, repeated over and over, can become a substantial part of the working week.
We map what happens today, identify the steps worth connecting and build a workflow with clear checks and ownership. AI can help interpret information. Straightforward rules handle the predictable parts. We start with one process that matters, then build on what works.
Everyday work with room to improve.
Documents and approvals
Extract useful information, check what is missing and send documents to the appropriate reviewer. Keep decisions and their status together.
Reporting and reconciliation
Bring figures together from connected sources, check consistency and highlight exceptions before preparing the report.
Bookings and operations
Connect booking details with notifications, task lists and internal records so your team can see what needs to happen next.
A smoother journey from the first enquiry.
The starting point
An enquiry arrives by email. Someone copies it into a spreadsheet, forwards it to a colleague and remembers to chase a reply later.
A better way forward
The details are captured in the agreed system, the right person receives the task and a response is prepared for review. Missing information is flagged before the process continues.
- 1
Capture
Receive the information and check the required fields.
- 2
Connect
Update the record and route the work using agreed rules.
- 3
Review
Give the team the context and control to take the next step.
An illustrative engagement. We agree the actual scope, access and success measures with your business.
Something useful.
Yours to put to work.
The engagement has a clear scope and a tangible handover. We agree the deliverables before work starts.
Discuss the scopeA map of the process
The steps, systems, people and exceptions that matter, with a defined start and end.
A scoped implementation plan
What we will build, the access it needs, the costs involved and how it will be tested.
A connected, tested workflow
The agreed automation with validation, exception handling and human approvals where needed.
Documentation and team handover
How the workflow operates, how to use it and what to do when a step needs attention.
Clear operational ownership
Named responsibility, visibility of ongoing costs and an agreed approach to support and changes.
How we work with you.
Follow the process
Walk through real examples with your team, including the awkward exceptions.
Design the handovers
Agree the source of truth, triggers, checks and approvals before connecting anything.
Build and test
Try representative inputs, failed connections and repeated events, as well as the happy path.
Hand over
Introduce the workflow, document its behaviour and agree who owns its next chapter.
A few things
you might be wondering.
Questions about your own setup?
Let’s talk it through
What is business process automation?
It is the use of software to carry out repeatable steps in a business process. That can include creating a CRM record, gathering figures for a report or routing a document. AI can help interpret text or information; straightforward rules are often a better fit for predictable steps.
Do we need to replace our current software?
Often, no. We start with the tools you already use and check their integration options, permissions and limitations. If a connection is not reliable or supported, we explain the alternatives before recommending a change.
How much does an automation project cost?
Cost depends on the systems involved, the condition of your data and how much judgement or exception handling the workflow needs. We define the implementation scope and distinguish it from ongoing software or support costs before work begins.
How long does implementation take?
We agree a timeline after mapping the process and checking access, integration options and testing requirements. A focused workflow is a smaller engagement than a process spanning several teams and legacy systems. Starting with one useful process can make the work easier to assess.
What happens when something goes wrong?
We plan for missing information, failed connections and unusual cases. Depending on the workflow, this can include validation, alerts, bounded retries, activity logs and a handover to a person. Consequential actions can retain an explicit approval step.
Can our team change the workflow later?
We discuss who will maintain the workflow when we choose the implementation approach. The handover documents its rules, connections and limitations. Some changes may be manageable by your team; others may need development and testing. That distinction should be clear before launch.
A little clarity before the next step.
Start with the task you do one time too many.
Tell us what you’re working on. We’ll help you find a practical next step.
Talk through your workflow