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Automation

Product concept

Operations workflow & automation

Requests, jobs, approvals and documents in one place — with the repetitive steps automated.

A capability concept showing how we'd approach this kind of product — not a description of a client project. Interface uses sample data.

The problem

Many teams run operations through phone calls, chat groups and a shared spreadsheet. Status updates mean more calls, and invoices are typed from notes.

What it includes

  • Customer request portal with live status
  • Job board with assignment and approvals
  • Mobile-friendly checklists
  • Automated documents and invoice drafts

How we'd engineer it

  • State machine for the job lifecycle
  • Role-based access for clients, staff and admins
  • Document extraction with human review
  • Accounting integration

Typical technologies

  • TypeScript
  • React
  • Node.js
  • PostgreSQL
  • Workflow engine
  • LLM API where useful

The stack is chosen per project around your constraints and existing systems.

Next concept

Payments & reconciliation

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