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01 · Process Automation

Internal Process Automation

The repetitive part of your team’s week, done by software that logs every step.

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Document-finding agents, workflow automation and CRM or ERP integration for the operational work that eats your team’s week: invoice matching, approval routing, knowledge search across SharePoint, Drive and Confluence. Every action is logged for audit, and every automation has a designed way back.

Who it is for

  • Finance and operations teams that route approvals through email and spreadsheets
  • Companies whose knowledge is scattered across SharePoint, Drive and shared folders
  • Organisations where people re-type data from one system into another

Problems it solves

  • Approvals stall in inboxes

    Requests wait for the right person to notice them. Nobody can see where a request is stuck.

  • Searching instead of working

    People spend time looking for the latest version of a contract, invoice or procedure.

  • The same data, typed twice

    Orders, invoices and client details are copied by hand between CRM, ERP and spreadsheets.

  • No clear audit trail

    When something goes wrong, nobody can say who changed what, and when.

Capabilities

  • Document search across SharePoint, Drive and Confluence
  • Approval workflow automation
  • CRM and ERP integration (HubSpot, Salesforce, SAP)
  • Audit trail with a replayable action log
  • Shadow mode before an automation acts on its own
  • A rollback path designed for every automated step

What you receive

  • Document search agent

    Answers questions and finds documents using your existing permissions.

  • Workflow automation

    The agreed approval or request flow, running end to end.

  • CRM / ERP integration

    Data moves between your systems without re-typing.

  • Audit trail

    Every automated action logged, reviewable and replayable, with runbook and handover.

How the engagement runs

6-week initial engagement

  1. Weeks 1–2: Map the manual flow

    We map the current process with the people who run it, choose the first flow to automate and agree how success is measured.

  2. Weeks 3–4: Build and connect

    Automation, document search and integrations are built in increments and reviewed with your operations lead.

  3. Weeks 5–6: Shadow, then promote

    The automation runs in shadow next to your team for two weeks. It is promoted only after sign-off, with the rollback path already in place.

Pricing and availability

  • Pricing band: EUR 25–70k
  • How the engagement runs: 6-week initial engagement
  • Lead time: 4–6 weeks from signing, limited slots

Pricing bands and lead times are our published starting point. After the first call you receive a written scope and a quote.

Questions

Do we have to replace the systems we use today?

No. We connect to what you already run: your document stores, CRM, ERP and email. Replacing systems is rarely the fastest route to less manual work.

What if an automation makes a wrong decision?

It starts in shadow mode, where it suggests and your team decides. Every action is logged, approval steps stay where you want them, and each automated step has a designed rollback.

Where does our data go?

Access follows your existing permissions, and processing runs in EU regions by default. Where the data lives and who can reach it is written into the contract.

Start here

Bring a real problem.

Thirty minutes with an engineer who would build it. Tell us what is breaking, what you have tried and what would change if it worked.

Book a 30-minute call · info@heaven-interactive.com

  • Free, no sales pitch
  • Reply within one working day
  • Pricing band before any spec work