Process Automation
Stop copying the same data from one program to another
For small businesses that lose hours on repetitive tasks between email, spreadsheets and their management software. We analyse the process, remove the manual steps that follow clear rules and add checks so nothing gets lost.
Who it is for
- Construction, industrial and distribution companies with lots of paperwork
- Offices that key in data by hand between email, spreadsheets and their software
- Teams that depend on someone remembering to send an alert or an invoice
Sound familiar?
- You copy the same data into several programs or spreadsheets.
- An order, quote or invoice gets stuck because nobody moved it to the next step.
- Information is scattered and nobody has the full picture.
What businesses usually do today
Doing it by hand
It works, but it takes hours and mistakes appear when you are in a hurry.More spreadsheets
Each new sheet is another place to copy data and another version that does not match.A new all-in-one program
It is expensive, forces you to change how you work and often never gets fully used.
Why Novus
Clear before and after
We show you on a map how the process works today and how it would work automated, before building anything.With what you already have
We connect your current programs and only suggest changes if they genuinely save you work.With checks
Every automation alerts you if a step fails, so you always know what happened.
What it does for your business
Triggers
Something happens (an email arrives, a quote is signed, a form is filled in) and the process starts by itself.Automatic tasks
Copying data, creating documents, sending alerts or updating your CRM without typing.AI for documents
Reading invoices, delivery notes or emails to extract the data.Human review where it matters
Sensitive steps can wait for your approval.Alerts if something fails
If a step does not complete, you know and can review it.Easy to understand
We use visual tools so you can see what each step does.
Use cases
Illustrative examples to explain the service; they are not client case studies.
Quote accepted
When the customer accepts, the job record is created, the team is notified and the invoice reminder is scheduled.Supplier invoices
Invoices arriving by email are read, the data is extracted and left ready for review in a spreadsheet.Website enquiries
Every enquiry from the form is saved in the CRM and receives a confirmation reply.
Scope
Included
- Analysis of the process as it works today
- Design of the automated process, with its checks
- Set-up and testing with you
- Explanation of how it works and what to do if something fails
Not included
- Automating any process: some need human judgement and we say so
- Replacing your management or accounting software
- AI usage above the limit agreed in the quote, when the automation uses AI
Assessed in the consultation
- Which programs offer a connection (API) and on what terms
- The quality and organisation of your current data
Frequently asked questions
Do I have to change the programs I use?
Usually not. We connect the ones you have; if one does not allow it, we tell you and suggest alternatives.
Which processes can be automated?
Repetitive ones with clear rules: moving data, sending alerts, generating documents, sorting emails or preparing reports. Those that need judgement are better with human review.
What if something fails?
Every automation alerts you if a step does not complete, so nothing gets lost without you knowing.
Who maintains it?
We explain how it works and can take care of monthly maintenance if you prefer.
How much does it cost?
We work it out in the quote, after an interview to understand the process. If the automation uses AI, we also set a usage limit, because the more it is used, the higher the cost.
Tell us which task takes up most of your time
Walk us through one specific process, step by step, and we will tell you what can be automated and what is best left to your team.