The same details get typed twice
Staff read a form or invoice and copy information into another tool.
Business solution / Help your teamLess copying.
Less copying.
Less searching.
More getting done.
Does your team copy details from documents, hunt for an answer or chase meeting actions? We pick one time-consuming task and build a better way to do it using your existing information and tools. People check anything uncertain.
For teams spending too much time copying details, searching documents, preparing reports or chasing actions.
“We type these details twice.”
A REPEATED ADMIN TASK
An invoice arrives by email. Someone reads it and copies the same details into another tool.
01
Read the agreed fields
↓Prepare the supplier, date, invoice number and total
02
Flag unclear details
↓Keep uncertain figures out of the approved records
03
Save after checking
✓Send staff-approved information to the agreed tool
The business caseThe same admin.
The same admin.
Taking up your day.
Copying invoice details, looking for instructions and chasing meeting actions can fill the day. Pick one repeated task to make easier.
People cannot find the answer
Instructions are spread across files and messages, so staff keep asking one another.
Follow-up depends on reminders
Meeting actions and regular reports take manual chasing each time.
How it works / step by stepSee what happens.
See what happens.
Step by step.
Take a supplier invoice: collect it, prepare the details, flag unclear figures and let staff check them before saving.
Select a stage to see what goes in, what comes out, and where your team stays involved.
01ChooseChoose one repeated task
Walk through what starts the task, who does it and what the finished result should be.
STARTS WITH
A task your team repeats
YOU GET
A clear task to improve first
↳We start with one task, rather than every admin job at once.
02GatherGather real examples
Review sample documents, questions or reports and agree what information matters.
STARTS WITH
Examples of documents or questions
YOU GET
The documents and rules needed for that task
↳Your team chooses the current information and who may see it.
03PreparePrepare the information
Extract the agreed details, find relevant answers or draft the required update.
STARTS WITH
The agreed information to prepare
YOU GET
Draft details, answers or actions
↳Important figures are checked against the original records.
04CheckLet people check uncertain items
Show missing or unclear information to the person responsible before it is used.
STARTS WITH
Missing or unclear details
YOU GET
An item for a staff member to check
↳Staff resolve uncertain details before they are saved.
05SaveSave or send the checked result
Put approved details in the agreed tool and show whether the action completed.
STARTS WITH
Information approved by your staff
YOU GET
A saved record or prepared report
↳Failed saves and repeated documents are made visible.
What we can build for youKnow what you get.
Know what you get.
Know how it helps.
These are the parts we can include. Your written quote lists the tasks, tools, quantities and checks included in your project.
01 / BUSINESS OPERATIONS
One task to improve
Walk through a repeated job and agree what a better version should do.
- Walk through a repeated job and agree what a better version should do.
- A written list of what is included
WE AGREE WITH YOU FIRSTThe first task and examples to test
02 / BUSINESS OPERATIONS
Answers for staff
An optional assistant that finds answers in your approved documents and shows its sources.
- An optional assistant that finds answers in your approved documents and shows its sources.
- A named person to keep information current
WE AGREE WITH YOU FIRSTInformation, quantity and languages
03 / BUSINESS OPERATIONS
Details from documents
Read agreed invoice, form or document types and send uncertain details for checking.
- Read agreed invoice, form or document types and send uncertain details for checking.
- The agreed tools connected together
WE AGREE WITH YOU FIRSTSoftware connections and permitted records
04 / BUSINESS OPERATIONS
Meeting follow-up
Turn an approved transcript into draft tasks with names and due dates for review.
- Turn an approved transcript into draft tasks with names and due dates for review.
- A clear next step when staff help is needed
WE AGREE WITH YOU FIRSTPeople who check and approve
05 / BUSINESS OPERATIONS
Regular reports
Bring together agreed figures and prepare summaries your team can check.
- Bring together agreed figures and prepare summaries your team can check.
- Checks using examples from your business
WE AGREE WITH YOU FIRSTTest cases and what success means
06 / BUSINESS OPERATIONS
Daily use and support
Agree who checks mistakes, who maintains the information and how to use the finished setup.
- Agree who checks mistakes, who maintains the information and how to use the finished setup.
- Instructions for daily use and common problems
WE AGREE WITH YOU FIRSTTraining, accounts and optional support
Document reading, staff information search, meeting actions and reports are different options. Your quote lists which task we are setting up first. Any paid software and usage costs are explained separately.
An example / sample informationAn invoice arrives.
An invoice arrives.
Details prepared.
A person checks.
These example screens show how the work could look. We build your version around your business and the tools you use.
workspace / operationsCONCEPT
BUSINESS OPERATIONS / REVIEW DESK
Invoice details, ready to check.
Sample workspace · Review pendingExample supplier invoice / Staff review
- Supplier
- Example Supplies
- Invoice number
- INV-1042
- Total
- Needs checking
- Next step
- Compare with original invoice
BEFORE THE NEXT STEP✓Original document attached✓Supplier and date found○Total needs staff review
A clear review point.
An unclear total is flagged. A person checks it before the details are saved; no payment is made.
ILLUSTRATIVE EXPERIENCE / SAMPLE DATA People stay in control.
A concrete business example01 / WHERE IT FITS 02 / WHERE IT FITS
Invoice details prepared for a person to check.
A supplier invoice arrives in the agreed inbox or folder. The setup reads the invoice number, supplier, date and total from the document types we agreed. Unclear figures are flagged. A staff member checks the details before they are saved to the agreed destination. It does not automatically approve or pay the invoice.
Office and admin teams
Find answers in current staff instructions or prepare details from repeated forms and documents.
Managers and service teams
Prepare draft meeting actions or regular summaries from agreed records, ready for checking.
Start with one problemStart where you are.
Start where you are.
Extend with purpose.
Keep the tools that work. Decide what needs to be added, connected, or operated on an ongoing basis.
What is included?
Start with one task. Document reading, staff knowledge search, meeting actions and reports are options, not an unlimited bundle. Extra departments, document types or tools are listed separately.
What we need from your teamWhat we need
What we need
to get started.
We explain which information we need, who checks the work and who looks after it once it is in use.
Examples of the task
Show us typical documents, staff questions, reports or meeting transcripts.
Your rules
Explain which details matter, what counts as a mistake and where the result goes.
A person to check it
Name who handles unclear items and who keeps source information current.
How we check the resultsCheck the system.
Check the system.
Measure what changes.
We test that it does the job we agreed. To see whether it saves time, we compare the task before and after your team starts using it.
Correct information
Compare answers, extracted fields or reports with the original records.
Less checking and retyping
Track how many items need correction and how much manual work remains.
Time saved in practice
Compare the task before and after the team starts using the setup.
Set up, test and show your team.
We understand the task, build the parts you choose, test them and show your team how to use them. Your quote explains the accounts and ongoing costs.
Choose the support you need.
Optional support can cover changing documents, checking failed connections and agreed improvements. Your team remains responsible for business decisions and approvals.
Before we begin / Everyday AdminYour questions.
Your questions.
Plain answers.
Answers about what we can build, what we need from you and how your team uses it.
Have a task you need help with?Tell us about it ↗
01Can we start with one task?
Yes. It is often the best way to check usefulness before improving more parts of the business.
02Does this include all the admin examples?
No. We choose the task you need first and list the included work in your quote.
03Can it read every kind of document?
We test the document types you actually use. Handwriting, unclear scans or changing layouts may need extra preparation or staff review.
04Can staff see information they should not?
We agree access rules and test them. An assistant should not make restricted information available to everyone.
05Will it change or pay invoices automatically?
Not as part of document reading. Any action that changes financial records or makes a payment would need separate agreement and controls.
Your next useful move / Everyday AdminWhat does your team
What does your team
keep doing
by hand?
Show us one repeated task, what starts it and where the finished information needs to go.
Show us a repeated taskYou explain the problem.
We help work out the next step.
We help work out the next step.
Tell us what happens today. We will help you work out what to improve first.