Prepare quotes
Collect information from an enquiry and compare it with estimation data. A planner fills in the missing decisions and checks the quote before it goes to the customer.
Document intelligenceKeep recurring work moving
We connect the steps between an incoming document, a check and the next action. Your team sees the exceptions and makes the decisions that require professional judgment.
Work order processing
RECEIVED
Work order
Hours and materials checked
PROCESSED
Work order to accounts
FOR REVIEW
Project number missing
"At least 4 hours less checking each week"
For a technical service provider, we built a system that compares payment batches with invoices and supplier records. Accounts reviews exceptions before payments are released. The customer reports saving at least four hours of checking each week.
Customer-reported time saving from payment batch checks.
View the project and demoDecide what can proceed automatically
We map the normal route and the cases that need a person to review them. That makes ownership of each exception clear.
- Choose a recurring step
- Define rules and exceptions
- Send review to the right person
Which recurring steps can you automate?
We consider the complete sequence: what starts the work, which information is needed and who decides what happens next?
Move work orders into administration
Collect hours, materials and project details from completed work orders. Complete records can proceed; incomplete ones return to the appropriate team member.
System & ERP integrationFollow up on variations
Prepare site reports with their project reference, description and available supporting documents. The responsible person reviews them before administration processes them.
Document intelligenceRoute exceptions for review
Send unusual invoices or payment lines to the responsible person. Record the decision and only continue processing once the required review is complete.
System & ERP integrationPractical questions
Which process should we start with?
A recurring process with enough volume, recognisable inputs and clear review criteria. We prefer a defined step where your team can already identify time spent and errors.
Can our team still review work manually?
Yes. We agree which cases can proceed automatically and which need review. The reviewer receives the relevant information and can release the work or send it back.
Does every step need AI?
No. Fixed checks and data transfers often work well with ordinary software. We use AI where variable documents or unstructured information make it useful.
Who maintains the process after delivery?
We agree who manages changes, receives alerts and handles failures. When Opusmatic provides ongoing management, we monitor processing and maintain the agreed connections and checks.
Choose one process to start with
Tell us where your team checks or transfers information by hand. We can choose a bounded first step together.
For your sector
Talk through your process
Tell us which work takes time or leads to errors. In a 30-minute call, we will look at where automation could help.