01 · Documents and reports

PDFs, Excel reports, delivery notes. Automatically from your data.

The problem

Data already exists somewhere in your system. But someone has to manually transfer it into templates daily, format, export as PDF, and send. It costs hours and produces errors.

Our solution

Data source connected, template defined once, trigger set (time, event, click). After that, it runs. Email delivery, filing in the right folder, archiving. All automatic.

02 · Email and notifications

The right information at the right time to the right person.

The problem

Status updates, reminders, and escalations are time-consuming tasks. Time that could be spent on more valuable work.

Our solution

An event in the system (order received, deadline reached, threshold exceeded) triggers an automatic message to the right person. With escalation stages if no response.

03 · System integrations

Connection via interfaces instead of manual transfer.

The problem

ERP, CRM, accounting, webshop, inventory. Each tool only knows its own data. Staff transfer information multiple times, with errors and delay.

Our solution

We connect systems via APIs or databases. A webshop order lands automatically in the ERP. A booking in accounting appears in the CRM. No more duplicated effort.

04 · Forms and data capture

Entries are processed automatically and instantly.

The problem

Paper forms or PDF forms that get printed, filled out, scanned, and manually re-typed. Delay, errors, doubled effort.

Our solution

Digital forms on tablets, smartphones, or PC. Data flows directly into your systems, no manual transfer. With validation, required fields, and auto-complete.

05 · Approvals and workflows

Multi-stage approvals. Digital and traceable.

The problem

Quotes, orders, vacation requests. All require approval from multiple people. Who has approved? Who's still missing? Who forgot?

Our solution

Digital workflow with clear stages, automatic reminders, and complete audit log. Approval via click, and everyone involved sees the status at any time.

06 · Dashboards and reporting

Automatic dashboards from multiple systems.

The problem

Numbers live in different systems. For weekly reporting, someone has to gather, clean, format, and place them into a template. Every week from scratch.

Our solution

We collect raw data from all sources, clean it, merge it, and provide the result as a dashboard, Excel report, or PDF. Daily, weekly, or on demand.

Use cases by industry

What this looks like in practice.

Typical processes we implement. Grouped by industry, based on use cases from real-world practice.

Common questions

The most common questions from our clients.

What happens to our data?
Your data stays with you. With local installations, it never leaves your network. With cloud installations, we clearly define where data is stored and who has access. Swiss data protection standards are respected.
Local or cloud?
Both possible. We clarify it in the initial conversation. With sensitive data, you benefit from a local solution on your own server. Others prefer cloud. Both work.
What if we say no after the test phase?
Then the project ends. The prototype is fully removed, your systems stay unchanged.
Do we need to be technically savvy?
No. You describe your process in plain words. We translate it into a working automation. No IT knowledge required.

Sounds like your problem?

Describe your process in a 15-minute initial call. We'll show you which automations are possible.