Business Process & Workflow Automation
Automate the work that eats your team's week
Before AI, there was RPA, and we've been shipping it in production for a decade. That foundation is why our automations survive real-world edge cases: we combine reliable bots with AI where judgement is needed, so invoices get matched, emails get routed, CRMs stay clean and month-end closes faster, with a full audit trail.
Process & Workflow Automation services
Workflow automation
UiPath, Power Automate and custom RPA across the systems you already run (Wynstra Flow).
Email automation
Triage, drafting and routing for shared inboxes, with human sign-off where it matters (Wynstra Inbox).
CRM automation
Salesforce, HubSpot and Zoho: data entry, enrichment, follow-ups and pipeline hygiene.
ERP automation
SAP, Dynamics and NetSuite: orders, reconciliations and reporting without re-keying.
HR AI
Onboarding, leave and an internal policy Q&A assistant (Wynstra HR Agent).
Finance & accounting AI
AP/AR, three-way matching, reconciliation and close-cycle automation (Wynstra Ledger).
Marketing AI
Content, campaigns and lead scoring.
What you get
- Hours of manual work removed every week
- Fewer errors and rework
- Faster month-end and AR cycles
- Full audit trail for every run
- Works with your existing systems
Tools we use
We choose proven, well-supported technology so your solution is easy to maintain and to hand over.
From brief to launch
- AI Readiness AuditA free, focused review of where AI and automation save the most time and money.
- RoadmapPrioritise the opportunities and agree how each one will be measured.
- PilotOne agent or workflow solving one measurable problem in 4–6 weeks.
- ProveMeasure hours saved, errors cut and revenue unlocked against your baseline.
- ExpandAdd adjacent tools from the catalogue, building on the integration already done.
- OperateManaged monitoring, tuning and improvements under a retainer.
Process & Workflow Automation questions
Do we have to replace our current systems?
No. Automation works on top of the CRM, ERP and email you already use, through APIs where they exist and RPA where they don't.
How fast can we see results?
Most engagements start with one workflow as a 4–6 week pilot with a clear measure, such as hours saved or invoices processed per day, before expanding.
What happens when a process changes?
Under a managed retainer we monitor every bot, fix breakages and adapt workflows as your processes and systems change.
Other services
AI Agents & Conversational AI
Custom AI agents that handle real conversations and complete tasks end to end, not scripted chatbots.
Learn moreDocument Intelligence & Computer Vision
Structured data out of unstructured documents and images: invoices, claims, forms and visual inspection.
Learn moreData, Knowledge & Intelligence
Turning your company's own knowledge and data into something your team can actually query and act on.
Learn moreLet's talk about your process & workflow automation project
Tell us what you need. We'll reply within one business day with ideas, a rough timeline and an estimate. No obligation.