01 / Single workflows

One less thing
to do by hand.

Start with one recurring job. We build a focused automation around your existing tools, then keep it running through ongoing monthly management.

Book your free audit
A useful place to start

The tasks you know
all too well.

Choose a clear problem and a measurable outcome. These are examples of the workflows we can help you build.

Document chasing

Follow up on missing documents and log their return, without another spreadsheet to manage.

Client operations

Candidate profiles

Turn assessment notes into structured candidate summaries, ready for your team to review.

Recruitment

Client updates

Prepare clear, consistent update letters from matter notes and the latest activity.

Legal services

Morning briefings

Bring the day’s priorities, outstanding items and useful context into one digest.

Team operations

Month-end reporting

Bring ledger data and variance flags together into a draft for your team to review.

Accountancy

Internal knowledge

Make SOPs, templates and company documents easier for your team to find and use.

Professional services
Start with one outcome

Small enough to ship.
Useful enough to keep.

We map the trigger, the information the workflow needs, the actions it takes and the points where a person should review the result.

You get a clear implementation plan, documentation and training, followed by required monthly monitoring, maintenance and support. Fees and responsibilities are agreed before the build.

See how we work ↗
Before we build

The details
matter.

What does the monthly fee cover?

Your plan defines the workflows we manage, monitoring, maintenance, support response times and any included improvements. You’ll know what’s covered before work begins.

Is monthly management required?

Yes. Every Acta engagement combines implementation with ongoing monthly management. We stay involved after launch to support the systems we build.

Are software and AI usage included?

Your proposal clearly identifies any software, hosting and usage costs, including which are included in your plan and which are billed separately.

Will this work with our existing tools?

We build around your current systems. Integration depends on the access and APIs those tools provide; we confirm what is possible before agreeing the scope.

Can our team review work before it is sent?

Approval steps should match the workflow. We agree which actions need review, who can approve them and which systems the workflow can access when defining your project.

Your next move

Let’s take one task
off your plate.

Tell us what slows your team down. We’ll help you identify a useful first workflow and map what it would take to build and manage it.

Book your free audit

30 minutes · Written plan · No obligation

Every build includes implementation and ongoing monthly management.