Workflow automation & business integrations
We help you understand and simplify complex business processes. From consulting to building, we connect your tools and automate repetitive work, using AI where it helps.
What we do
For small teams and large organisations alike, we start by understanding how your business works. Then we simplify complex processes, connect your systems and automate repetitive tasks, making everyday work more efficient and freeing up time for what matters most.
Turn inbox handoffs and repeated checks into a clear sequence of tasks and approvals, with exceptions routed to the right person.
Connect customer, scheduling and finance records so your team spends less time copying updates between systems.
Bring people, records and tasks into one useful place when spreadsheets and separate tools can no longer keep up.
We start with your existing systems. These examples show the range of tools a workflow can bring together, alongside specialist platforms, older systems and custom software.
Connect customer records, invoices and payment status.
Xero · QuickBooks Online · Sage · Stripe
Coordinate enquiries, customer records and onboarding.
HubSpot · Salesforce · Pipedrive · Zoho CRM
Bring operational data together for consistent reporting.
Power BI · Excel · Google Sheets · Looker Studio
Move information, documents and approvals between teams.
Microsoft 365 · Google Workspace · Slack · Docusign
Connect bookings, availability and project tasks.
Calendly · Microsoft Bookings · Asana · monday.com
Coordinate orders, customer information and campaign handoffs.
Shopify · WooCommerce · Brevo · Mailchimp
Workflow solutions
Custom applications, business integrations and workflow automation built around the way your sector works.
Education & coaching
A connected system for online language schools, tutors and coaching businesses.
Coordinate bookings, sessions, credits and payments in one place. Give learners, instructors and administrators a shared view of schedules, with availability checks and a clear route for changes.
Professional services
A clear handover from an accepted proposal to a project ready to begin.
Capture client details once, check documents and prepare the project workspace. Connect sales records, email and delivery tasks so missing information and approvals have a clear owner.
Construction
A traceable route from the inbox to project approval and finance.
Extract invoice details, check job codes and bring supporting documents together. Use AI to assist with variable formats and flag discrepancies, while project owners retain approval before finance handover.
Retail & ecommerce
Connect Shopify orders with warehouse and finance operations.
Build on existing order automation to coordinate dispatch and reconcile records across systems. Bring stock, refund and delivery exceptions into one review queue, with a clear next step for the team.
Consulting
A repeatable path from scattered spreadsheets to clear business reporting.
Collect agreed inputs, check completeness and prepare a consistent dataset. Route missing information and discrepancies for review before publishing, so each reporting cycle follows the same clear process.
Ready to simplify the way your business works? Let’s connect your systems and reduce manual work with custom workflow automation built around your people and processes.
Let’s talkHow we work
We look across your business to find where work gets stuck, information is disconnected and manual tasks take too much time. With 20+ years of digital solutions experience, we help you identify what to simplify, connect and automate.
Understand how work moves across your business. Identify delays, duplicated effort and manual tasks that slow your team down.
Agree where improvements will make the most difference. Design clearer handoffs, connected systems and automation around your people and business rules.
Build the integrations, automation or custom applications you need. Test everyday work and exceptions with the people who will use them.
Help your team adopt the new way of working, with clear guidance, ownership and support arrangements. Review the results against the goals we agreed.
Before we begin
Yes. We start by assessing what you have and whether an existing connector can do the job. Custom integration helps when your rules, approvals or multi-system handoffs need more. A shared application may make sense when the work has outgrown the current setup.
No. Known rules, calculations and transfers often need straightforward automation. AI can help interpret variable inputs such as documents or messages. We design validation and human review around the consequences of getting a step wrong.
Cost depends on the workflows, systems, access and exceptions involved. We agree priorities, a manageable first stage and clear measures of success before building. Any estimate of time saved includes the effort needed to check results and keep things running.
We document how the workflow runs, who owns it and what to do when something needs attention. Ongoing support, maintenance and changes are agreed as part of the engagement, so responsibilities are clear.
Let’s talk
Tell us about your business and what you need help with. We’ll explore how your people, processes and systems work together—and where we can make things simpler, smoother and more connected.
Prefer email?
contact@distrikdigital.com
