Workflow automation
Pick the process that eats the week: intake emails, invoices, bookings, onboarding forms, status chasing. Outproduce builds the automation that reads the input, checks it, updates your systems and hands the unclear cases to a person. It runs inside the tools you already use.
One direct Fit Review. No sales handoff.
A chain of small manual handoffs has become one large operating dependency. The work is not hard because of any one task. It is hard because nobody can see or trust the whole path.
One run
Every step is recorded with its input, the decision, and whether it ran on its own, waited for a person, or was read back from the receiving system.
Matched to an existing account
Read from the attachment
Validated against the price list
Two candidates found, held for review
Written to the CRM and read back
The unclear field goes to a person instead of being guessed.
Every workflow we install ships with validation rules, an exception queue with a named owner, duplicate handling where it writes, and readback that confirms the receiving system actually changed. That is what keeps it working on real volume instead of on the demo.
What we build
Pick the stage that matches where the work gets stuck. Each card names the manual state, the installed state, and the outcome the team can check.
Someone reads emails, PDFs and forms and types the fields in. We extract the fields, validate them against your rules, and write them to the right record.
Requests sit in inboxes waiting for the next person. We trigger each step: validate, assign an owner, create the record, notify, and chase when a deadline slips.
The CRM, project tool, inbox and finance system each hold part of the truth. We connect them so nobody copies between tabs, and every write is read back.
Some steps need a call: is this document complete, which team owns this ticket. We build the narrow agent that decides within your rules and escalates the rest.
When one process spans intake, checking, drafting and filing, several narrow steps run as one path with one owner and one definition of done.
Inputs change and automations drift. We monitor accuracy, handle exceptions, repair connections and tune rules on a schedule under a separate agreement.
Each example begins with a trigger, crosses named records, assigns approval, and ends in a state people can verify.
The install connects to the CRM, inbox, project tool, finance system and documents that carry the work today. Every connection proves a read, a scoped write and a readback before it goes live.
See how a connection is provenMarks identify the software these systems connect to. No endorsement or partnership implied.Automation can run in client infrastructure or a managed environment. Accounts and direct platform billing stay client-owned where practical. Operation and handover are separate written responsibilities.
Rollout
Nothing acts on real records until it has been right under review. Authority is granted per action class and stays visible.
One recurring process, its owner, its records and the tools it crosses.
FreeTrigger, inputs, decisions, exceptions, acceptance test, fixed price.
Paid, yours to keepReal items flow with a person checking every proposed write.
Human approvesNarrow authority granted per action class. Misses reviewed on a schedule.
MonitoredAfter launch
Anything the system is not sure about goes to a person. The fix is logged, and on a schedule we tune the rules so the same miss does not come back.
Back to the start: the fix improves the automation.
Relevant proof
Outproduce-owned founder-operated internal systemTwo owned systems show capture, durable state, routing, planning, review and rollover around the same work record.
The manual steps around a business process: reading emails and documents, checking the data, routing the request, updating the systems and chasing the next action. Outproduce installs it inside the tools you already use and measures it against the baseline recorded before launch.
The one that is frequent, has one owner, has records that already exist in your tools, and stalls at a handoff you can point to. Document intake and request-to-done paths are the usual first installs.
Usually yes. The install starts from the tools already carrying the work. A replacement is only discussed when a tool cannot support the accepted workflow.
They go to the exception queue with the fields pre-filled where possible and a named owner. We track the rate and reduce it when rules are tuned.
Validation rules, a review period where a person approves every proposed write, then monitoring and an exception queue in production. Authority widens only after quality holds on real items.
No. The first commercial unit is one accepted workflow. Several steps can sit inside it when they share the same records, owner and acceptance outcome.
Start here
Tell us what starts it, who owns the result, which tools carry it, and where it stalls. We will tell you whether it is ready to map.
The workflow repeats
One person owns the result
The records exist
Several tools carry the work