Two professionals planning an automation workflow
From first conversation to handover

A clear plan.
A working result.

We build automation through a practical, staged process. You can review what is being built, understand how it works and agree what happens when a task needs human attention.

Discuss your project →

Our process

01 / Discover

We discuss the problem, review the current process and identify the systems, people and information involved.

02 / Scope

We agree the deliverables, dependencies and boundaries, then provide a project quote and proposed timeline.

03 / Design

We map the workflow, define triggers and actions, and plan exceptions, notifications and any human approval steps.

04 / Build and test

We connect the systems and test representative scenarios, including duplicate records, missing information and failed actions.

05 / Launch and hand over

We agree a launch approach and provide instructions, ownership details and the information your team needs to operate the setup.

06 / Review and improve

We review the agreed measures and discuss changes. Ongoing monitoring and support can be scoped where needed.

What to bring to the first conversation

  1. Bring one example of repetitive work
  2. List the systems you currently use
  3. Tell us what a good outcome looks like
  4. Share any access, timing or budget constraints

Your questions

How long does a project take?

Timing depends on the workflow, integration access and testing requirements. We confirm an estimate after scoping.

What does it cost?

We quote once we understand the work. Third party software, API and usage charges are identified separately where relevant.

What happens if a workflow fails?

We define error handling and notifications during design, along with who is responsible for responding. Support arrangements are agreed in the project scope.

We build smarter ways to work.

Tell us about the task you want to simplify.

hello@orboflow.com
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