01
Process audit
Audit
Map manual steps, data handoffs, and pain points before any trigger gets configured.
The brief
Tasks repeated — now we automate what moves.
We wire workflows around how your team actually operates: triggers when events happen, data synced between tools, notifications when something needs attention — not brittle scripts that break every quarter.
- Trigger-clear
- Integration-ready
- Monitor-safe
If your team copies the same data twice, that's a workflow waiting to be automated.
Build principle
What’s included
From process audit to live workflows.
04
Core deliverables
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Workflow mapping
Process audit, trigger points, and automation opportunities mapped before anything gets wired.
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Integrations
CRM, ERP, email, Slack, billing, and warehouse hooks connected without re-keying.
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Trigger logic
Event-driven rules, approvals, and notifications that match how teams actually operate.
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Monitoring & handoff
Error alerts, logging, docs, and optional maintenance when workflows go live.
Where it travels
One system across the next surfaces.
Your automation connects ops to sales and commerce — workflow clarity first, then CRM and ERP when systems need to talk.
Build
Sell
Scale
01
Automation
Workflows
Triggers, rules, and integrations — busywork removed without breaking what works.
02
Build
CRM
Lead routing, pipeline updates, and customer notifications automated from real events.
03
Ops
ERP
Stock alerts, purchase orders, and billing triggers that move data without manual copy-paste.
Selected work
Workflows that cleared the backlog.
One automation at a time — pick a brief, see the workflow that cleared it.
01/ 03
Full portfolio
01 / 03
Commerce
01Order sync
Storefront orders flowing into ERP and fulfilment — no manual order entry or spreadsheet exports.
Outcome Real-time order pipeline
Explore case →How we work
Four phases. Clear checkpoints.
A straight path from process audit to live workflows — each phase leaves something your team can test before go-live.
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02
Workflow design
Map
Triggers, rules, and integration points defined in reviewable workflow diagrams.
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03
Integration build
Build
Connect CRM, ERP, email, Slack, and billing with tested automation logic.
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04
Go-live
Monitor
Launch workflows with error alerts, logging, docs, and optional ongoing maintenance.
Ends in workflows your team stops doing by hand
Start with Audit →
Next step
Let’s automate what repeats.
Share what your team does by hand today — we’ll map triggers, integrations, and the shortest path to workflows that run without you.
Prefer email?
hello@takedigitalsolutions.comReady when you are
Book a Business Automation consult
Usually replies within one business day.
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