Workflow automation for the systems you already run

Signa’s workflow automation connects the systems you already run, so work moves between them by itself. Fixed rules handle the steps that never change, and AI reads only the input that needs interpreting. Our engineers build it inside your business, and your team owns it.

Business process automation we build

The copying, checking and chasing between your tools, done once and done the same way every time.

Orders to invoices
An order lands once and appears in the CRM, billing and inventory at the same time, with nobody retyping it.
CRM and accounting in sync
Customers, deals and payments stay matched across systems, and a mismatch is flagged instead of buried.
Approvals and reminders
Work goes to the right person, the decision is recorded, and the next step starts the moment they say yes.
Reports that build themselves
Routine reports are assembled from the source systems on schedule. Only the exceptions need a person.
Handoffs between teams
Source, customer, owner and next action travel together, so nothing is lost between sales and operations.
AI where the input is messy
Emails, PDFs and free-text requests are read by AI and turned into clean records the rules can act on.

Before and after: two workflows

Illustrative examples of the shape of the change, not client results.

Orders to invoices

Before

An order arrives by email.
Someone retypes it into the CRM.
Someone else enters it again in billing.
Inventory is updated later, if someone remembers.
A mismatch surfaces when the customer queries the invoice.

After

The order arrives and is read once.
It lands in the CRM, billing and inventory at the same time.
The customer, items and totals are checked against your records before anything is saved.
Anything that fails a check goes to a named person with the reason.
The invoice goes out the same day.

Lead to follow-up

Before

A web enquiry lands in a shared inbox.
Someone forwards it to whoever seems right.
The source and the service asked for are lost on the way.
The follow-up depends on someone remembering.
A quote that goes quiet stays quiet.

After

The enquiry becomes a checked record with its source and the service requested.
An owner is assigned by rule.
An agent gathers context and drafts the first reply for the owner to approve.
A reminder starts if nobody acts.
A missed handoff is flagged, not buried.

A service choice that got lost in the handoff

In a service-business enquiry flow, a shared campaign label mentioned more than one service. The follow-up logic chose from that label before checking the service the person had explicitly requested. The page and the follow-up message could disagree.

We changed the rule so the explicit request wins. The later handoff used the service already recorded in that conversation instead of guessing again from accumulated labels. Tests covered the exact conflict and a later change to the contact record. The release was verified without sending a test message to a customer.

A later change simplified the path to one acknowledgement and a clear human follow-up. These records prove the routing and handoff fixes. They do not establish a conversion lift.

From our article From paid click to customer: fix the whole handoff.

How workflow automation works

One workflow at a time, mapped with the people who run it.

Embed
An engineer maps the process with the people who run it today, exceptions included.
Build
We automate the slowest handoff first, with fixed rules where they are enough and AI only where it is needed.
Train
Your team learns to read the log, handle the exceptions and change a rule when the process changes.
Hand over
It runs in your accounts, documented, with failures flagged to a named person. Then the next workflow.

Who it is for and what it costs

Who it is for
Owners and operators of businesses past $10 million a year, where growth has meant more hires, more handoffs and more of your own time holding it together.
What it costs
Engagements start at $10,000 per month, one priority at a time on a weekly loop.
What you own
Everything we build. It runs in your accounts, with documentation your team can follow and change.

Questions about workflow automation

What is workflow automation?

Workflow automation moves work between your systems without a person copying, checking or chasing it. Same input, same result, every time. Signa builds it inside the tools you already use.

Is business process automation the same thing?

Mostly, at a different scope. Workflow automation usually means one flow, such as orders to invoices. Business process automation covers a whole process across teams. We start with one workflow and widen it once it works.

What is AI workflow automation?

It is workflow automation with an AI step where the input needs reading: an email, a PDF, a free-text request. The AI turns that input into a clean record, and fixed rules do the rest. Most steps need no AI at all.

Do we have to change our software?

No. We connect the systems you already run. A replacement is only worth it when a tool blocks the work.

What happens when an automation fails?

It stops and tells a named person instead of failing quietly. We monitor every scheduled job in production and fix what breaks.

When should we use an AI agent instead?

When the work needs judgment, drafting or reading messy input from start to finish. When the steps are fixed, a plain automation is cheaper and easier to trust. Most projects use both.

Related guides

7 AI workflow automation examples, from input to measure
Seven AI workflow automation examples across sales, operations, finance and support, each with its input, systems, human decision, failure path and measure.
How to automate data entry without losing accuracy
How to automate data entry from emails, PDFs, forms and spreadsheets into a CRM, ERP or accounting system, with validation and a person handling exceptions.
Sales process automation: what to automate after the lead
Which parts of a sales process to automate once a lead exists: routing, account research, follow-up drafts, CRM updates, quotes and handoff, and what to keep.

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Workflow automation for the systems you already run

Business process automation we build

Orders to invoices

CRM and accounting in sync

Approvals and reminders

Reports that build themselves

Handoffs between teams

AI where the input is messy

Before and after: two workflows

Orders to invoices

Before

After

Lead to follow-up

Before

After

A service choice that got lost in the handoff

How workflow automation works

Embed

Build

Train

Hand over

Who it is for and what it costs

Who it is for

What it costs

What you own

Questions about workflow automation

Related guides

7 AI workflow automation examples, from input to measure ↗

How to automate data entry without losing accuracy ↗

Sales process automation: what to automate after the lead ↗

Talk to us about the work you would hire for next

7 AI workflow automation examples, from input to measure

How to automate data entry without losing accuracy

Sales process automation: what to automate after the lead