SERVICE · PA · REF 01·Updated · 2026-05-24
SERVICE · PA · Internal Process Automation
Internal processes, quietly automated.
Document-finding agents, workflow automation, and CRM/ERP integration for the operational drudgery that eats your team's week — invoice matching, approval routing, knowledge-base search across SharePoint and Drive. Every action logged for audit; rollback is one click.
§01
Capabilities
Scope is what we take on. Methodology is the constant discipline; it does not vary across engagements.
Scope
04 items
- 01Document search across SharePoint / Drive / Confluence
- 02Approval workflow automation
- 03CRM / ERP integration (HubSpot · Salesforce · SAP)
- 04Audit trail with replayable action log
Methodology
04 items
- 01Process map the existing manual flow before automation
- 02Shadow mode for the first 14 days
- 03Rollback path designed before promote
- 04Audit-trail review with finance + ops
§02
Deliverables
What you receive at end-of-engagement. Each item ships with docs, runbook, and ownership transfer.
- D-01✓Document search agent
- D-02✓Workflow automation
- D-03✓CRM / ERP integration
- D-04✓Audit trail
§03
KPIs · Live indicators
Production numbers for this practice.
Updated · 2026-05-24 · EU-CENTRAL
avg approval turnaround
↓ −31h vs prior
doc-find precision
↑ +0.05 vs 30d
p95 search latency
↓ −6s vs 30d
audit-trail coverage
→ every action logged
Evaluation
- E-01Approval turnaround time measured pre/post against a four-week baseline.
- E-02Documents-found-per-query precision on a labelled internal corpus, refreshed quarterly.
- E-03Audit-trail completeness verified by an internal reviewer monthly.
- E-04Quarterly review of rejected automations with the operations lead.
§04
Stack
Representative tooling. We swap individual components when the customer's environment requires it.
- 01OpenAI / Anthropic for reasoning
- 02n8n / Temporal for orchestration
- 03pgvector / Elastic for document index
- 04Microsoft Graph / Google Workspace APIs
§05
Reference case
anonymised · NDA on request
Approval-routing + document-search agent for a BG accounting firm
Average approval turnaround down from 35h to 4.2h · doc-find precision 0.92 across SharePoint + Drive · full audit trail signed off by finance lead.
01 · PA · Engagements open · Q2 2026
If your AI roadmap touches production, we should talk.
30 min · No pre-sales pitch · Bring a real problem