Choose the intervention from the workflow, not the technology
AutomateFlow starts with the real work: who initiates the flow, which data moves, where handoffs occur, which rules are stable, which exceptions exist, and who retains authority. The four directions can be combined, but they are not interchangeable.
Workflow automation and integrations
For processes where the same data is copied, checked, and moved between email, spreadsheets, CRM, ERP, or other systems. The emphasis is on rules, synchronisation, logging, and recovery.
AI integration in business processes
For narrow interpretation tasks such as classification, extraction, or drafting, where boundaries, confidence thresholds, and human review can be defined explicitly.
Custom operational applications
For teams that need shared process state, visible ownership, approvals, and clear exception paths that a standard tool cannot represent well enough.
Operational diagnosis and digitalisation strategy
For situations where the problem is recognized but it is not yet clear what should be kept, bought, connected, automated, or built.
A decision rule
Swipe or scroll to compare the columns.
| Situation | Likely starting point |
|---|---|
| A standard process already covered well by a product | Configure or buy the standard tool |
| Repeated data movement between systems with usable APIs | Deterministic integration and automation |
| Repetitive activity with stable rules | Automation with safe stops and recovery |
| Team-specific state, roles, and exceptions | Custom operational application |
| Content that needs interpretation, with controllable uncertainty | Bounded AI and human review |
| An unclear problem or significant dependencies | Diagnosis before implementation |
The limit of this map
This page does not automatically recommend a build or estimate savings. The choice depends on system access, data quality, exceptions, permissions, volume, and responsibility for consequential decisions.
Book a consultation to examine a real workflow, or use the free workflow mapper for a preliminary direction.
Material history
Initial public version or material revision.
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