Integration capabilities

Useful integration starts with the work: where information enters, what needs to happen next, who needs to decide and where the result belongs.

The switchboard below shows the five stations most SME workflows pass through. The right connections depend on the business problem - not a predetermined technology stack.

The switchboard

Move across the board to send a pulse through it, then select a station to see the work it can support. Every design keeps an appropriate person in control.

02 · Filter

Sort the signal.

Each item is read, classified and prioritised. Routine items follow a known path, unusual ones are flagged early instead of being discovered late.

  • Enquiry type classification
  • Urgency and value sorting
  • Duplicate and spam removal
  • Missing-information checks

What each station means

01

Intake

Enquiries, orders, invoices, forms and email all land somewhere. Intake captures them in one predictable place so nothing depends on someone remembering.

  • Shared inbox capture
  • Web form and quote requests
  • Supplier documents and PDFs
  • Phone and message notes
02

Filter

Each item is read, classified and prioritised. Routine items follow a known path, unusual ones are flagged early instead of being discovered late.

  • Enquiry type classification
  • Urgency and value sorting
  • Duplicate and spam removal
  • Missing-information checks
03

Connect

Information moves between the tools you already pay for, so the same details are not retyped into three places by three people.

  • Accounting and CRM sync
  • Job and scheduling systems
  • Spreadsheets and shared drives
  • Quoting and invoicing tools
04

Action

The predictable steps are drafted or completed automatically: replies, summaries, records, follow-ups and the next task in the sequence.

  • Drafted replies and quotes
  • Document summaries
  • Record creation and updates
  • Scheduled follow-ups
05

Review

Nothing important leaves without a human decision. You keep judgement and tone; the system removes the assembly work around it.

  • Approve, edit or reject
  • Exception queue
  • Audit trail of decisions
  • Weekly quality check

How it is fitted

A workflow review establishes the starting point. That may reveal a single useful connection, a staged automation, an AI-assisted step, or a process that should stay manual.

The aim is not to connect every station. It is to build the smallest, clearest system that removes friction without creating new risk or complexity.

See the Bespoke Method

Start a conversation

Bring one repeated handoff, disconnected tool or information bottleneck. We’ll work out which connections are useful.

Talk through an integration