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Free playbook, PDF

12 workflows worth automating first.

A practical guide for manufacturing, engineering and project companies: how to score candidates, what each automation needs, and how to run a pilot your CFO will approve.

  • A four-question test to pick your first automation
  • 12 workflows across sales, finance, engineering and operations
  • Pilot checklist and questions to ask any automation partner

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What is inside.

Sales and marketing

  1. Enquiry to quotation
  2. Lead follow-up
  3. Tender and opportunity tracking

Finance

  1. Invoice and document entry
  2. Monthly MIS and management reports
  3. Reconciliations

Engineering and design

  1. Drawing generation and AutoCAD automation
  2. BOQ from client documents
  3. Technical documents and quality plans

Operations and production

  1. Daily production and quality reporting
  2. Inventory and reorder decisions
  3. Dispatch documentation
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