Your Team Is Spending Hours on Work That Shouldn't Require a Human
Copy-pasting data between systems. Chasing approvals over email. Manually generating reports that pull from three different tools. We automate the workflows eating your team's time — custom-built around your processes, not off-the-shelf templates that sort of fit.
The Real Problem
The Automation Problem Most Businesses Don't Realise They Have
Here's something worth counting: how many hours did your team spend last week on tasks that follow the exact same steps every time? Data entry that pulls from one system and pushes into another. Invoices generated from project records that already exist somewhere else. Approval requests that live in someone's inbox instead of a system that can track, remind, and escalate automatically.
Most teams have a rough sense that some of this work is unnecessary. What they underestimate is the scale of it. When we audit a client's operations, the number almost always shocks them — typically 15 to 25 hours per week of work that's entirely rule-based and could run without anyone touching it.
We map the waste, then we eliminate it.
Custom automation built around your actual workflows — not a Zapier template with 47 steps that breaks every time one tool updates its API. Proper integrations, proper error handling, proper monitoring so you know when something goes wrong before a client does.
What We Do
Business Process Automation Services
From single workflow automation to full operational integration — we cover everything from discovery and mapping through to live monitoring and handover.
Workflow Automation Development
Rule-based work that follows the same steps every time is automatable. We identify those workflows, map the logic, and build automation that runs them reliably — with proper exception handling for the cases that don't fit the standard path.
System Integration & API Connectivity
Your CRM doesn't talk to your accounting tool. Your project management system doesn't update your client portal. We connect them — via native APIs, webhooks, middleware, or custom integration layers — so data flows without anyone moving it manually.
Approval & Document Workflow Automation
We build structured approval workflows with routing logic, escalation rules, deadline reminders, and a full history of who approved what and when. Document generation, e-signature integration, and automated filing included.
Data Extraction & Processing Automation
Pulling data from PDFs, emails, forms, or spreadsheets and entering it somewhere else shouldn't require a person. We build extraction pipelines using OCR, structured parsing, and AI-assisted classification that capture and process data automatically.
Customer-Facing Process Automation
Onboarding sequences, support ticket routing, follow-up reminders, renewal workflows, and billing notifications — all running without manual intervention while still feeling personal.
Robotic Process Automation (RPA)
For legacy systems with no API, RPA interacts with the interface the way a person would — navigating screens, entering data, extracting outputs — in seconds instead of minutes. It works when nothing else does.
Automation Audits & Process Mapping
Not sure where automation would save you time? We run a structured audit — interviewing your team, mapping current workflows, and identifying every step that could be eliminated or automated — with estimated time savings for each.
Why OrchiX
Why Custom Automation Beats Off-the-Shelf Tools
No-code platforms like Zapier and Make are genuinely useful for simple workflows. But most businesses outgrow them faster than they expect — and the failures are invisible until they become expensive.
We Automate the Process, Not a Version of It
Off-the-shelf tools make you adapt your workflow to fit their logic. We map your actual process first — including the edge cases, the exceptions, and the steps that seem simple until you try to automate them.
Proper Error Handling, Not Blind Hope
Every automated workflow has monitoring, logging, and alerting built in. If a step fails, the right person gets notified with enough context to fix it quickly. You don't find out something broke from a client.
Documentation Your Team Can Actually Use
Every workflow we automate is documented: what it does, what triggers it, what it connects to, and what to do when it fails. A clear reference your operations team can use without calling us.
Honest About What Needs Custom vs. Off-the-Shelf
If Zapier or Make can handle it, we'll tell you that and save you the development cost. We only build custom when it's genuinely the right answer — and we'll explain exactly why.
Our Process
How We Automate Your Operations
Process Discovery & Mapping (Week 1)
We interview the people doing the work, document the current process step by step, and identify exactly where automation fits and where it doesn't. You get a workflow map and a prioritised list of automation opportunities with honest time-saving estimates.
Architecture & Tool Selection (Weeks 1–2)
We decide what gets built custom, what uses an existing integration platform, and what connects via API. Integration points, data schemas, error handling logic, and monitoring strategy are all defined before we write a line of code.
Build & Integration (Weeks 2–6)
Custom development, API integration, and workflow configuration. First automation live within two weeks of kickoff. We build in stages — each workflow goes through testing before it touches live data.
Testing on Real Data
We test against real-world data including edge cases, malformed inputs, and system failures. Automation that works with clean test data and breaks on messy real data is not finished automation.
Handover, Training & Monitoring Setup
Your team gets trained on what was built, how to monitor it, and how to handle exceptions. Dashboards and alerts are configured before handover. We run a 30-day post-launch check to catch anything testing didn't surface.
Integrations
What We Connect and Build With
If your tool isn't on this list, it almost certainly has an API. We've built integrations with over 100 platforms — the categories below are just the common ones.
Integration Platforms
Zapier, Make, n8n, Workato, Tray.io
CRM
Salesforce, HubSpot, Zoho CRM, Pipedrive, Monday CRM
Accounting & Finance
QuickBooks, Xero, Zoho Books, Tally, FreshBooks
Project Management
Jira, Asana, Monday.com, Notion, ClickUp
Communication
Slack, Microsoft Teams, Gmail, Outlook, Twilio, WhatsApp Business API
eCommerce
Shopify, WooCommerce, Magento, BigCommerce, Amazon Seller
HR & Payroll
BambooHR, Workday, Gusto, Darwinbox, Keka
Cloud & Documents
Google Drive, SharePoint, Dropbox, DocuSign, Adobe Sign
Data & Analytics
Google Sheets, Airtable, BigQuery, Snowflake, Power BI
Custom APIs
REST, GraphQL, Webhooks, SOAP (legacy systems)
In Practice
What Business Process Automation Actually Looks Like
Concrete examples of workflows we've automated — so you can see what's possible before we map yours.
Client Onboarding Automation
New client signs a contract → welcome email sent, project folder created, kickoff meeting scheduled, Slack channel opened, task list created in Jira, invoice generated in Xero. All in under 60 seconds. A process that took 45 minutes of admin now takes none.
Invoice Processing Automation
Supplier sends a PDF → OCR extracts vendor name, invoice number, and amounts → data pushed to accounting system → approval request sent to the relevant manager → on approval, payment scheduled and supplier notified. No manual data entry.
Lead Routing & Follow-Up
New lead fills a form → CRM record created, lead scored → routed to the right sales rep → personalised follow-up email sent within 5 minutes → rep notified in Slack → if no activity in 48 hours, reminder triggered automatically.
Employee Offboarding Automation
HR marks employee as leaving → access revoked from all systems, IT ticket created, payroll notified, final payslip scheduled, exit interview booked, company directory updated. A process that needed coordination across four departments now runs in minutes.
FAQ
Questions About Business Process Automation
The best candidates are processes that run frequently (daily or weekly), follow consistent rules, involve moving data between systems, and don't require human judgment at every step. Approval workflows, data entry, notifications, report generation, and onboarding sequences are almost always worth it. We run a process audit before recommending anything — we won't suggest automating something that isn't going to save meaningful time.
First automation live within two weeks. Most clients see measurable time savings in the first month. The full audit-to-implementation cycle for a medium-complexity automation programme typically takes 6–10 weeks.
Usually not. We build automation around what you're already using. Replacing tools is almost never the answer — better integrations between your existing tools usually are.
Every automation we build has monitoring and alerting configured before it goes live. When something fails, the right person gets a notification with enough information to act quickly. We also include a 30-day post-launch support window to catch and fix anything that surfaces in the first month of real use.
For simple, low-volume workflows between popular apps — Zapier is fine and we'll tell you that. For anything that runs at scale, involves complex conditional logic, handles sensitive data, or needs to be reliable enough that failures have real consequences — custom is worth it. The break-even point is lower than most people expect.
Yes. RPA (robotic process automation) handles systems that have no API by interacting with the interface directly — the same way a person would, but faster and without errors. It's not our first choice, but it works when nothing else does.