Enquiries without a workflow
Recording, assignment and follow-up are manual.
CORTEX DIGITAL / AUTOMATIONCORTEX DIGITAL
Less manual handoff. A clearer process.
We design and implement workflows, integrations and data or document flows. We start with the process and its rules, adding AI only when it has a clear role.
01 / SITUATIONS
Where is work still manual?
Documents and data
Information is copied or checked across systems.
Approvals and reporting
Requests wait for handoff and reports are assembled manually.
02 / PROJECT TYPES
A defined process with clear boundaries.
Workflow and routing
Rules, approval, alerts and escalation.
Integrations and data
Synchronisation and validation between available systems.
Documents
Intake, extraction, review and handoff.
Reporting
Collecting and validating data for an agreed report.
03 / COMMERCIAL PROCESS
From qualification to operation.
Pilot and ongoing care are optional. Free qualification is not a full solution design.
01 / Qualification
Initial check of the problem and whether paid discovery makes sense.
02 / Discovery & Solution Design
Paid deliverable covering the problem, process, inputs, rules, systems, exceptions, owner, feasibility and next steps.
03 / Pilot if needed
Optional limited validation of a critical part of the solution.
04 / Implementation
Delivery to an agreed scope, data, systems, integrations and operating conditions.
05 / Automation Care if needed
Ongoing operational care only within an agreed scope.
Final implementation price depends on scope, systems, data, integrations, exceptions, security requirements and operating conditions.
04 / HOW THE FLOW WORKS
Rules, AI and people play different roles.
Clear rules
Routing, validation, synchronisation and alerts where the flow can be defined exactly.
AI where useful
Classification, extraction, summaries or draft replies for unstructured input.
Human decision
Review of uncertain cases, exceptions and higher-impact steps.
05 / TECHNICAL CONDITIONS
Feasibility depends on real inputs.
We need a process owner, access, available interfaces, data quality and exception rules. The design covers fallback and operating ownership. Unavailable integrations and around-the-clock support are not included by default.
06 / ILLUSTRATIVE FLOWS
What a flow may look like
Document
Intake → extraction → validation → exception to a person.
Enquiry
Form → recording → assignment → approved follow-up.
Reporting
Several sources → validation → report → alert.
Internal request
Intake → classification → routing → approval.
Illustrative examples, not client case studies.
07 / CONNECTIONS
Automation can connect to Web and Marketing.
Web provides the form or interface. Marketing can attract visitors and plan communication. Automation handles processing after the form, system triggers and integrations.
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