Let routine steps run on their own.
Business automation support for firms whose teams repeat the same steps every week.
People ’n’ Process helps you explore where repetitive steps between your systems, documents, and inboxes could be automated, with your team still reviewing what matters.
Give repeated steps a dependable route
Copying data between systems. Chasing the same documents. Rebuilding the same report every month.
When a task follows the same steps each time, it may not need someone to carry out every one of them by hand.
We start by mapping how the work moves today, then explore which steps could be automated and which should stay with your team.
Areas we can discuss
Workflow mapping
Documenting how a recurring task moves between people, systems, and documents, including its exceptions.
Data transfer between systems
Moving supplied information between the tools your team already uses, following agreed rules.
Document and report generation
Preparing recurring documents and reports from your templates and approved data.
Reminders and follow-ups
Scheduling prompts for outstanding items, missing information, and upcoming deadlines.
Email and intake routing
Sorting incoming requests and documents so they reach the right place or person.
Monitoring and refinement
Reviewing how automated steps perform and adjusting them as your processes change.
Automation that keeps your review in place
Automated steps follow instructions your team approves. Exceptions, errors, and decisions are routed back to the right person.
Anything client-facing goes through the review points you specify before it is used or sent.
Frequently asked questions
Which tools can you work with?
Tell us which systems you use. Compatibility, access requirements, and any limits are assessed before the scope is agreed.
Do we need new software?
Not necessarily. We start with the tools you already have and discuss other options only where they would help.
What happens when an automated step fails?
We agree how failures and exceptions are flagged, who receives them, and how the work continues in the meantime.
Can automation support your other services?
Yes. Automation can sit alongside paraplanning, bookkeeping, and back-office workflows, with the scope agreed for each.
Which steps does your team repeat every week?
Describe the task and the systems involved. We’ll explore what could be automated and what should stay with your team.