4uai / AI & Automation / Process automation

AI / AUTOMATIONProcess automation

Data that goes where it is needed.

We connect the systems your company uses and take over repetitive work: retyping, handing over, reminding. Your team focuses on what needs a person.

EXAMPLE · ORDER FROM AN EMAIL

Manual versus automated

TODAY · MANUAL
  • Open the email and find the data
  • Retype it into a spreadsheet
  • Check the client in the CRM
  • Enter the order into the ERP
  • Notify the warehouse and client

5 steps · risk of typos · delays when someone is busy

AFTER AUTOMATION
New order emailtrigger
Data read from text and attachmentAI or rules
Client and stock checkedCRM · ERP
Order saved in the ERPno retyping
Warehouse and client notifiedemail · chat
EmailCRMERPSpreadsheetsChat
illustrative example

PRINCIPLE

enter once data entered in one place flows into the other systems automatically

WHAT WE AUTOMATE

Repetitive work that does not need a person

  • P_01Retyping data from emails and documents
  • P_02Handing tasks between departments
  • P_03Notifications and reminders
  • P_04Reports and summaries
  • P_05Syncing CRM, ERP and spreadsheets
AUTO_01 / INTEGRATIONS

System integrations

We connect tools that do not talk to each other today, so people no longer have to retype data.

  • CRM, ERP, email, spreadsheets
  • API connections
  • one source of truth for data
AUTO_02 / WORKFLOWS

Workflows

Tasks move to the next people automatically, with reminders and approval where a person decides.

  • rules and triggers
  • approvals and escalations
  • team notifications
AUTO_03 / AI

Automation with AI

Where rules are not enough: reading documents, classifying emails and summaries — with human control.

  • data from PDFs, scans and emails
  • sorting and routing cases
  • automatic summaries
OUR APPROACH

We automate what already works well — chaos gets sorted out first.

Five steps. From process to working automation.

01

Choose a process

We start with the one process that hurts the most.

02

Map

We write down the steps, systems and exceptions.

03

Design

We agree what the automation does and what a person approves.

04

Build and test

We run it on real data, alongside the current process.

05

Monitor

We watch for errors and measure the time saved.

WHAT YOU GET

Automation your team understands

a working workflow description of steps and exceptions error alerts time-saved measurement team training

NOT SURE WHERE TO START?

See the whole picture first

Frequently asked questions.

Does automation always mean AI?

No. Many processes only need connecting with simple rules. We add AI where text or documents have to be understood or decisions made based on content.

Which systems can you connect to?

Most tools that offer an API or data export: CRM, ERP, email, spreadsheets, chat tools. At the start we check what your systems allow.

What if the automation makes a mistake?

We design it so errors are visible: the automation flags doubtful cases, and in important steps a person approves the decision.

Who will maintain the automations?

We agree on that at the start: we can maintain and develop them, or hand them over to your team with documentation and training.

Which process shall we automate?

Describe the work your team repeats every day. We’ll get back to you within 24 hours — personally.

hello@4uai.com.plRemote-first · Europe
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