Workflow Design & Automation

Less chasing. Clear steps. Work that moves forward.

When requests, approvals and updates depend on scattered messages, people spend time chasing the next step. We help you organise the work: who does what, which details they need and what must be checked. Then we automate routine reminders, assignments and handovers where useful.

Based in Nairobi, Kenya · Working with businesses worldwide · Founder-led

FROM REQUEST TO JOB UPDATESIllustrative example
Leila’s curtain fitting · request #28The details, decisions and next steps stay together.
  1. Customer requestLeila · customer

    Leila sends photos and measurements for a curtain fitting, with the details kept in request #28.

  2. Staff reviewAmina · coordinator

    Amina checks the request and asks Leila for any missing information before a quote is prepared.

  3. Quote approvalDaniel · manager

    Daniel checks the quote. Leila reviews the price and accepts it before the job is booked.

  4. Job updatesAmina · coordinator

    The team records progress. Leila can see the agreed updates for her own job and respond if more details are needed.

Staff handle the review and quote checks. The customer sees their own request, quote and agreed job updates.
A fictional example of a request workflow, not a product screenshot or a client result. The steps, access and approvals would be agreed for your business.

START WITH HOW THE WORK HAPPENS

Make the next step clear before automating it.

A workflow is the sequence of steps that takes a request from arrival to completion. We map those steps with your team, remove unnecessary repetition and agree the owners, checks and exceptions.

Simple rules can assign a request, send a reminder or notify the next person. Important approvals stay with the people responsible. We improve the tools you have where practical and build what is missing only when the work needs it.

Need information to move between separate tools? Explore Connected Business Systems

WHERE WE COULD START

A clearer path from request to completion.

These are illustrative examples. The right approach depends on your team’s steps, checks and existing tools.

01 / A PRACTICAL EXAMPLE
Any update?Follow upAmina · to review

Requests arrive without the details people need.

An enquiry arrives by email, photos follow in another message and nobody is sure who should respond.

WHAT COULD CHANGECollect the required details, assign a person and show what is missing before the work moves on.
02 / A PRACTICAL EXAMPLE
InvoiceFor review

Approvals depend on someone remembering to ask.

A quote or expense waits in a message thread while staff chase the person who can approve it.

WHAT COULD CHANGERoute the request to the right reviewer, show what they need to check and remind them when a response is due. The person keeps the approval decision.
03 / A PRACTICAL EXAMPLE
Request #28AminaIn progress

The next person cannot see what has been done.

A customer accepts a quote, but the team arranging the job does not know the request is ready.

WHAT COULD CHANGEMake the handover visible, carry the agreed details forward and notify the next owner when the required checks are complete.

WHAT A FIRST PROJECT COULD INCLUDE

Start with the part your team needs most.

For example, start with incoming requests: collect the required details, assign an owner and remind them when a reply is due. Test that with the team before adding approvals or other handovers.

  1. 01

    Map the work with your team

    Follow one recent request from arrival to completion. Identify where it waits, which details are missing and who is responsible for each step.

    Map the workWhere it waits
  2. 02

    Improve and automate one part

    Agree clearer steps and checks, then set up a focused workflow using suitable existing tools or a small purpose-built tool. Test ordinary work, missing information and exceptions with staff.

    First versionTry it
  3. 03

    Check the improvement and hand it over

    Compare the agreed measures, such as waiting time or missed handovers. Your team receives instructions, a way to handle exceptions and clear support responsibilities before wider use.

    Team reviewKeepImproveTry this
  • An agreed map of steps, owners and checks
  • Testing with the people who use it
  • One working workflow with agreed automation
  • Instructions and a clear handover
  • Written running costs and support terms

We agree what is included, how your team will check the work, the price and the delivery steps before paid work begins. Larger changes are agreed separately.

A GARATROPIC PRODUCT YOU CAN EXPLORE

See how Snapsheet handles receipts.

Snapsheet turns receipt photos and PDFs into records a person can check and export. It shows our work on collecting information, making it reviewable and giving the person a usable result.

  1. 01

    Add a receipt

    Upload a receipt photo or PDF to Snapsheet.

  2. 02

    Check the details

    Review the merchant, date, totals and other captured details.

  3. 03

    Export the records

    Download an Excel or CSV file for your next bookkeeping step.

Illustrated walkthrough of Snapsheet’s receipt workflow, using fictional details. These are illustrations, not product screenshots.
Explore Snapsheet

This demonstrates receipt capture, review and export. Your workflow would have its own agreed requirements and testing.

Maina Wycliffe leads the work. Before founding Garatropic, he built software with international product teams. His background in Information Science and Knowledge Management helps shape how we organise information and make responsibilities clear.

BEFORE YOU COMMIT

Know what will change and who stays responsible.

Scope, costs, approvals, support and how we will check the result should be clear before you begin.

How does this relate to Connected Business Systems?

Workflow design agrees the steps, owners and checks that move work from start to finish. Connected Business Systems brings together the connections, reports and AI helpers that support those steps. A project can combine both services; we start with the business problem.

Do we need new software or AI?

Not necessarily. Clearer responsibilities, better settings or automation within your existing software may be enough. We build additional tools or add AI only where they help the agreed work. We check platform capabilities and costs before recommending an approach.

Which decisions stay with our team?

We agree what can happen automatically, who can approve each important step and which exceptions must stop for review. Missing information, unusual requests and failed steps need a named person to resolve them. A reminder or prepared record does not grant approval.

How will we know whether it helps?

Before making changes, we agree on the improvement to check. That might be fewer missed handovers, less repeated entry or less time waiting for a review. We try the first workflow with staff and compare it with the starting position before deciding whether to expand it.

What will it cost, and what do we own?

Before paid work begins, we agree the scope, delivery steps, price and how the result will be checked. The proposal explains software subscriptions, hosting where needed, support costs, ownership and usage rights, and how your business records can be exported. Outside software can carry its own licence and account restrictions.

Who looks after the workflow when things change?

We agree who maintains the workflow, who handles exceptions and how to ask for help. Staff receive instructions and try the work before the planned switch. Changes to steps, responsibilities or tools are reviewed before further work and costs are agreed.

START WITH THE PROBLEM

Where does work keep getting stuck?

Tell us what your team keeps chasing, repeating or checking by hand. We’ll follow one example with you and work out what could improve.

Tell us what is hard to manage

Your first conversation is free. We reply within two business days.