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Process automation

Business process automation, from manual work to a working system

We reduce copying, hand-offs and manual checks by connecting existing systems and using AI only where unstructured content must be interpreted.

Project lead: Fabrizio MinelliMilan, working across Italy

Process automation

Automating a process does not mean adding another tool. It means defining a flow, connecting the right sources, applying verifiable rules and handing exceptions to the right person. Email, spreadsheets, PDFs and management software can remain part of the process without requiring the same manual re-entry.

We separate deterministic activities, which suit conventional automation, from work that requires reading or classification and may benefit from AI. This separation makes the system easier to control and less expensive to maintain.

Signs that a process can be automated

Duplicate entry

The same information is copied between email, spreadsheets, CRM, management software or portals.

Waiting between people

Work stops because a request must be forwarded, checked or assigned manually.

Hidden exceptions

Errors and deadlines emerge late because checks rely on memory or periodic reviews.

Variable volumes

Peaks create delays and backlogs even though the procedure remains the same.

Processes we can connect

01

Order and administration

Read the order, validate fields, enter it in the system and flag anomalies.

02

Request and response

Classify, retrieve information, prepare a draft and obtain approval before sending.

03

Deadline and control

Check sources on schedule, compare rules and alert the owner with the necessary context.

04

Meeting and actions

Transcribe, extract decisions and deadlines and update the team’s work tools.

How we build automation

How we build automation

  1. 01

    Operational map

    We document input, output, rules, systems, owners and exceptions with the people doing the work.

  2. 02

    Minimum component

    We automate the step with the best balance of benefit and risk and test it in one week.

  3. 03

    Measure and extend

    We compare time, errors and manual work, then extend only where the result is demonstrated.

System characteristics

  • readable logs of operations and errors
  • explicit exception handling and human intervention
  • documented integrations and client-controlled credentials
  • no automatic renewal and payment on delivery

Questions about automation

Must a process be completely standardised?

No, but rules and exceptions must be separated. Exceptions can stay with a person who receives the necessary context.

Are automation and AI the same?

No. Many steps use rules and integrations. AI is most useful when text, images or variable requests must be interpreted.

How do you measure the result?

We compare observable indicators such as time per case, backlog, errors, manual steps and response time.

What happens when an integration fails?

The system should record the error, avoid incomplete actions and alert the owner. These behaviours are defined before release.

First step

We start from your case, not a catalogue.

In thirty minutes we frame the need, the available data and the constraints. The initial analysis and written proposal are not charged.