Workflow Automation Use Cases | Svolta
Common bottlenecks

The work our software can take off your team.

Practical examples of custom software and AI agents handling repeatable work while people keep the unusual cases and important decisions.

Start with the bottleneck

Different work. The same idea.

The software completes the repeatable steps. Missing information, unusual cases, approvals, and important decisions go to a person with the relevant details attached.

Quote preparation

Quote details in. Reviewed quote out.

Pull the job details and source records together, apply the agreed pricing rules, draft the quote, and stop for human review before anything reaches a customer.

See how a quote is prepared
Email and document intake

Email and PDFs become structured work.

Read the incoming document, validate it against the source system, create or update the job, and send missing or uncertain fields to an exception queue.

See how email becomes a job
Job dispatch and scheduling

Ready jobs become named assignments.

Assign confirmed jobs to a crew, write the assignment into the job system, and send clashes, missing crew, missing site, or uncited writes to a person with the source attached.

See how dispatch writes the assignment
Invoice reconciliation

Routine matches clear. Exceptions keep their context.

Extract the invoice, match it to the relevant records and approval rules, then route mismatches to a person with the evidence attached.

See how Workflow Scoping works
Customer service queues

Routine answers move. Relationship calls stay human.

Resolve the transaction tier from live records, draft or send within an agreed boundary, and escalate anything ambiguous, consequential, or relationship-sensitive.

See how Workflow Launch works
Reporting and production

The first pass arrives with its sources.

Assemble recurring research, reports, updates, or client deliverables from the systems that hold the facts, leaving the team to review and decide.

See how Workflow Launch works
Email and document intake

Email and PDFs become a job record.

The extract step reads the incoming document, fills the fields it can confirm, and sends anything uncertain to a person. Complete fields write into the job system.

Email and PDFs become a job recordIncoming email is read in an extract station. Customer, quantity, and date confirm and pack into a job record that writes into the job system. Site stays uncertain and peels to an exception queue so a person can review it.Email inExtractCustomerSiteQtyDateJob recordExceptionJob system
Email and PDFs become a job recordIncoming email is read in an extract station. Customer, quantity, and date confirm and pack into a job record that writes into the job system. Site stays uncertain and peels to an exception queue so a person can review it.Email inExtractCustomerSiteQtyDateJob recordExceptionJob system
Confirmed fields become a job record. Uncertain fields go to a person with the source attached.
How it works

Baseline. Launch. Run.

The tools change with the job, but the approach stays simple: understand the bottleneck, build the right fix, and support it after launch.

01

Workflow Scoping

Workflow Scoping maps the job, measures the problem, and gives you a clear build plan. From $2,995 AUD ex GST per workflow; bigger or more complex workflows cost more.

02

Workflow Launch

Workflow Launch builds the custom system from $14,995 AUD ex GST per workflow. Bigger builds cost more. All scoping expenses are included.

03

AI Accelerator

AI Accelerator monitors and maintains the live system from $995/m AUD ex GST per workflow. New features are quoted separately.

Bring the bottleneck, not a technology brief.

In a free 30-minute call, we will tell you whether custom software and AI agents are the right way to take the repeat work off your team.

Talk through a bottleneck