Process automation
Processes that move forward on their own, under control.
Together we identify repetitive tasks, then hand them to Learnya with the approvals they need.
Anatomy
One process, end to end.
Every automation follows the same chain. The decision that commits you stays human.
- TriggerWhenA time, an incoming email, a form, an uploaded file.
- CollectionReadThe relevant data in your tools and your documents.
- ProcessingPrepareThe assistant analyses, calculates and drafts.
- ApprovalDecideYou approve, correct or decline.
- ActionActSending, updating, filing or data entry.
- MinutesLogThe activity feed keeps what was done and why.
By team
Concrete processes, team by team.
Examples we put in place with our clients, adapted to your tools and your rules.
Sales
From first contact to the quote
- Qualify each incoming request and prepare the reply
- Write a sales proposal from your template
- Follow up on quotes left unanswered after ten days
Support
Quick, accurate answers
- Sort requests and suggest a sourced reply
- Update the knowledge base after each resolved ticket
- Summarise recurring topics every week
Finance
Up-to-date accounts
- Reconcile invoices and payments
- Chase overdue invoices, after approval
- Prepare the monthly reporting
Human resources
New colleagues properly welcomed
- Prepare onboarding for each new hire
- Answer questions about internal regulations
- Track mandatory training
Legal
Contracts under control
- Review a contract against your checklist
- Track deadlines and renewals
- Prepare a note on a regulatory change
Management
A clear view every week
- Weekly metrics summary
- Board and committee preparation
- Market and competitor watch
Approach
A first process in production, then the next ones.
- 01
Discovery
Processes that take time and follow stable rules.
- 02
Modelling
Steps, data, exceptions and approval points.
- 03
Pilot
A first process in production, with the time saved measured.
- 04
Extension
The next processes, at your teams' pace.
Deliverables
What you receive.
Documents and systems in service, which stay with you at the end of the engagement.
MapProcess map
The steps, the people, the data and the approval points.
ProductionActive scheduled tasks
Active automations, with their approvals.
FallbackManual recovery procedure
How the team takes back control if a step has to stop.