A workflow connects multiple actions across your software: information is received, processed, transmitted, and tracked without manual re-entry. You define the rules; the automation applies them and notifies you whenever something falls outside the defined parameters.

Analyze my workflow

Documents examinés puis classés sur un bureau.

How information flows

Let’s take a common case: a quote request. Here is what a workflow can handle, and where human oversight remains essential.

  1. 1Requestform, email, or WhatsApp
  2. 2Quote preparationdocument generated from your templates
  3. ✓Validationreview and approval by a designated person
  4. 3Sendingto the client, with a copy in the CRM
  5. 4Follow-upreminder if no response after 5 days
Operational example — steps, timelines, and validations are defined with you.

  • Approvals

    Before any action that commits the company — sending a quote, posting an accounting entry, or responding to a client — the workflow awaits approval from a designated person. A single click is all it takes, but nothing is sent without it.

  • Alerts

    An unusual amount, a missing field, a tool that is unresponsive: instead of continuing blindly, the workflow stops and notifies the right person via email or message.

  • Error Recovery

    Each execution is logged. If a step fails, it can be re-run once the issue is resolved, without having to start from scratch or creating duplicates.

Three project levels

The best starting point is almost always the simplest. We then expand once the first workflow is operational.

Simple Project

One trigger, one or two actions, and a single destination tool.

Example: a website form creates a row in your spreadsheet and sends an acknowledgment of receipt.

Ideal for testing the approach for a specific need.

Multi-tool Project

Multiple connected applications, conditional logic, and a validation step.

Operational example: an e-commerce order updates inventory, generates the invoice, notifies logistics, and registers the customer in the CRM.

Ideal for eliminating redundant data entry between departments.

Advanced Project

Document processing, complex business rules, and the use of an AI model for reading or classification.

Operational example: supplier invoices received by email are read, checked, validated by a person, and then exported to accounting.

Custom project following a feasibility study.

Your tools, exactly as they are

Automation platforms feature ready-to-use connectors for most common tools: messaging, calendars, spreadsheets, CRM, invoicing, e-commerce, and file storage. When a connector is available, implementation is fast.

When one does not exist, we examine the software’s connection interface (API) before providing the quote. Three scenarios may arise: the API is open and documented, and we use it; it is limited, and we inform you of what is possible; it does not exist, and we propose an alternative — periodic export, assisted entry, or a change of tool if you prefer.

We do not invent non-existent connections, and we do not promise an integration before verifying it.

From diagnosis to commissioning

  • 1. Process Mapping

    Who does what, using which tool, and where time is being lost. A half-day is often sufficient for an initial workflow.

  • 2. Prototype

    An initial version within a limited scope, using your actual test data.

  • 3. User Testing

    The relevant stakeholders use the workflow on real-world cases. We then refine the rules and alerts.

  • 4. Deployment and Documentation

    Switch to production, simple operational guidelines, and onboarding.

  • 5. Monitoring

    Monitoring of executions and adaptations within the agreed scope, if monitoring is included in the quote.

  • Access and Security

    Dedicated and revocable credentials for every connection. Our IT security services complement this approach if required.

Upon request, following a review of your process

What is included in the fixed price: scoping, workflow construction, testing, documentation, and onboarding. Ongoing support is offered separately.

Factors affecting the budget: the number of tools to be integrated, the availability of connectors, the complexity of the rules, the volume of data processed, and the number of validation points.

Not included unless specified in the quote: platform and third-party tool licenses, hosting, AI model costs, and the development of an API if not provided by a vendor.

Request a quote

Frequently asked questions about workflows

How long does it take to set up an initial workflow?

This depends on the number of tools and the availability of connectors. A simple project can be implemented within a few business days following the scoping phase; a multi-tool project requires more extensive testing. The timeline is specified in the quote once the scope has been defined.

What happens if one of our tools changes or fails?

The workflow detects the failure, stops cleanly, and alerts you. Nothing is lost: pending executions are replayed once the tool is restored. A change of tool requires adaptation, which is either included in the support or quoted separately.

Can we modify the rules ourselves?

Simple rules—thresholds, recipients, text—are designed to be editable by your teams after the initial onboarding. Structural modifications are handled by us or by a trained person within your organization.

Can the workflow make a decision on our behalf?

It applies the rules you have established. For any action that commits the company, we recommend human validation, which we implement by default. You can streamline this later, once confidence is established.

Which process should we start with?

Analyze my workflow

Back to the AI & Automation overview. A workflow that affects your servers or network? Our IT managed services ensure the continuity of the infrastructure hosting it.