1Select the process
A specific operational process with measurable value is selected so the project remains focused on a real business outcome.
2Map the current workflow
Inputs, stages, decisions, involved systems, failure points and existing manual work are documented.
3Design the automation
Triggers, conditions, actions, data movement, error handling and required human-approval points are designed.
4Connect systems
Required APIs, webhooks, CRM, forms, databases and operational tools are connected according to scope.
5Test and handle failures
Success cases, incomplete data, invalid responses, connection failures and other important scenarios are tested.
6Launch and optimize
The workflow enters operational use and can be refined over time using real results, logs and team feedback.