HR & payroll inputs
Route attendance corrections, leave, variable allowances, and employee changes through review before they reach payroll.
Requests / Approvals / Payroll handoffPLETOX / WORKFLOW AUTOMATION
Business workflow automation.
Keep work moving.
Connect requests, approvals, systems, and follow-ups in one reliable process. We design and implement automation around your business rules, with clear ownership and human review where it matters.
Start with one recurring bottleneck. Build a connected way of working.
HR request routing
Example overview- Open requests
- 18
- Awaiting review
- 06
- Exceptions
- 02
| Request | Trigger | Owner | Status |
|---|---|---|---|
| Leave request | Form submitted | Team lead | In review |
| Travel allowance | Visit approved | HR team | Ready |
| Attendance correction | Missing input | Manager | Needs input |
Purchase approval queue
Example overview- Open requests
- 12
- Approved
- 07
- Overdue
- 02
| Request | Rule | Owner | Status |
|---|---|---|---|
| PR-042 | Above limit | Finance | In review |
| PR-041 | Budget check | Dept. head | Approved |
| PR-040 | Missing code | Requester | Needs input |
Customer onboarding
Example overview- Active accounts
- 09
- Ready for setup
- 04
- Missing documents
- 02
| Account | Next step | Owner | Status |
|---|---|---|---|
| North Services | Verify details | Operations | In review |
| Central Retail | Create account | Account team | Ready |
| West Distribution | Collect document | Sales | Needs input |
OUR CUSTOMERS
Different industries.
One trusted partner.
Helping teams simplify everyday operations,
from manufacturing to healthcare and beyond.
MORE THAN AN AUTOMATED REMINDER
A process that knows
what happens next.
Workflow automation uses defined triggers, conditions, and actions to move work between people and systems. It can validate inputs, route decisions, update records, and flag exceptions without repeated manual handoffs.
Good places to start
- Requests sit in inboxes with no clear owner or next step.
- Teams copy the same details between spreadsheets and applications.
- Approvals follow repeatable rules but need constant chasing.
- Managers cannot see what is overdue, blocked, or incomplete.
What we define before building
- The event that starts the workflow and the data it needs.
- Decision rules, permissions, owners, and escalation paths.
- What can run automatically and what requires a person.
- How failures, duplicates, corrections, and cancellations are handled.
WORKFLOWS WE CAN CONNECT
Across teams.
Across everyday operations.
These are example engagements, scoped around your policies and systems. We can improve one handoff or implement an end-to-end process.
Purchase approvals
Validate requisitions, apply spending limits, identify approvers, and pass approved requests to procurement.
Budget rules / Approval levels / Purchase ordersCustomer onboarding
Collect required information, assign internal tasks, flag missing documents, and coordinate account setup.
Checklists / Ownership / Account readinessExpense workflows
Check submitted expenses against policy, route exceptions, and hand approved claims to finance for processing.
Policy checks / Review / Finance exportsInventory handoffs
Trigger replenishment reviews, stock-transfer tasks, and dispatch updates based on recorded inventory events.
Stock events / Reorder review / DispatchService requests
Assign incoming requests, track response deadlines, escalate overdue work, and record resolution evidence.
Assignment / Escalation / ClosureYOUR POLICY, TURNED INTO A WORKFLOW
Route the decision.
Keep the person accountable.
A request can follow different paths based on its amount, department, location, category, or risk. We translate those rules into explicit steps, so everyone can see why an approval is needed and who owns it.
Approval does not have to mean immediate execution. An approved purchase can create a procurement task, while payment release stays with an authorized finance owner. Changes to key inputs can trigger another review.
Map your approval process- Request submitted: Rs. 72,000Department, supplier, purpose, and amount recorded.
- Rule: above Rs. 50,000Route to the department head and finance reviewer.
- Department approved / Finance pendingKeep the request open until both decisions are recorded.
- Reminder after the agreed deadlineNotify the owner; escalate if the request remains overdue.
- After approval: create procurement taskLink the task to the original request and decision history.
Rules are configured, not assumed.
Sample amounts demonstrate routing only. Approval limits and escalation times follow your policy.
CONNECT WHAT YOU ALREADY USE
Less copying.
More continuity.
We assess APIs, webhooks, file exchanges, and access permissions before promising an integration. Your existing tools can stay where they still serve your business.
Shared records
Agree which system owns each record. Map identifiers and required fields so updates reach the right employee, customer, or transaction.
Field mapping / Record ownership / ValidationReliable handoffs
Track each exchange, prevent duplicate actions, and define retries for temporary failures without silently repeating a business transaction.
Duplicate protection / Retry rules / ReconciliationControlled access
Limit integration permissions, protect credentials, and agree who can change rules, inspect records, and replay failed work.
Access scope / Change approval / Audit historyDESIGNED FOR THE EXCEPTIONS TOO
When something stops,
the work stays visible.
A missing document, unavailable API, or changed request should not disappear into a failed background task. We design review queues with a reason, an owner, and an explicit next action.
Temporary failures can be retried under agreed rules. Business-rule failures require correction or approval. Completed actions are tracked so a retry does not create duplicate records or repeat a sensitive operation.
- Finance handoff pausedThe approved claim is missing its cost-center code.
- Assigned to the finance ownerShow the source record and validation failure.
- Correction reviewedAdd the authorized code and retain the change history.
- Resume the pending handoffCheck the transaction reference before creating the entry.
No silent failure. No blind replay.
Retries, notifications, manual overrides, and escalation responsibilities are defined in the implementation scope.
START SMALL. VALIDATE. EXPAND.
From process map
to a supported workflow.
We define success before building. Begin with a frequent, well-understood process, then expand once the rules and handoffs are working for your team.
- 01
Discover
Observe the current process, document bottlenecks, and confirm its owners, inputs, and exceptions.
Deliverable: process map and baseline - 02
Design
Define triggers, branches, approval rules, integration contracts, and failure handling.
Deliverable: agreed workflow specification - 03
Validate
Test normal, rejected, cancelled, duplicate, and failed runs with representative records and business reviewers.
Deliverable: acceptance evidence - 04
Roll out
Pilot with a defined team, train owners, monitor exceptions, and agree support and change control.
Deliverable: supported first release
Measure the process, not just the number of automations. Compare turnaround time, manual touches, overdue work, and exception rates against your agreed baseline. Outcomes depend on scope, adoption, and source-data quality.
PART OF A CONNECTED BUSINESS
Take the workflow
into the systems behind it.
Some processes need a focused integration. Others need changes to the HR, ERP, or custom application that owns the data.
HR & payroll
Connect attendance, visits, allowances, approvals, and payroll validation around your employment policies.
Explore the serviceERP solutions
Carry work across purchasing, inventory, production, sales, and finance using shared operational records.
Explore the serviceCustom software
Build a dedicated application when your process needs capabilities that existing tools cannot provide.
Explore the serviceBEFORE YOU AUTOMATE
Practical questions.
Clear next steps.
Show us the form, spreadsheet, email chain, or repeated handoff that slows your team down. We can help map a useful first workflow.
Discuss your processWhat is business workflow automation?
Workflow automation uses predefined triggers, conditions, and actions to move a process forward. It can validate requests, route approvals, update connected systems, send reminders, and flag exceptions while retaining human decisions where required.
Which workflow should we automate first?
Start with a repeatable process that has clear rules, sufficient volume, and measurable friction. We assess the frequency, manual effort, data quality, dependencies, and impact of mistakes before recommending a first phase.
Can you automate across our existing applications?
We assess supported APIs, webhooks, import and export formats, and access permissions. Not every application supports every action. Integration feasibility and any custom development are confirmed before the scope is agreed.
Can approval rules vary by amount, department, or location?
Yes. We can design conditional routing, multiple approval levels, deadlines, delegation, and escalation paths around your policies. We also define what happens when an approver is unavailable or a submitted request changes.
What happens when a workflow fails?
We define failure states, responsible owners, notifications, and recovery steps. Temporary errors can follow bounded retry rules. Missing data and business-rule exceptions go to review, with transaction checks to prevent duplicate actions.
Does workflow automation require AI?
No. Clear business rules usually work well with deterministic automation. AI-assisted classification, extraction, or suggestions can be considered separately where useful, with evaluation, data controls, and human review for consequential decisions.
Will automation approve payments or payroll automatically?
Only actions explicitly agreed in scope are automated. Sensitive changes, payroll releases, and payment authorization can remain behind human approval and role-based access. Automation does not need to remove those controls.
How long does implementation take and what does it cost?
The estimate depends on workflow complexity, integrations, data quality, security requirements, and custom development. We agree the scope, acceptance criteria, and phased delivery plan after reviewing your process.
Can our team change the workflow later?
We define who can change rules and which changes require development or review. Policy changes should be tested against representative cases before release, with change history and support responsibilities agreed at handover.