Automation Solutions

Automation Solutions

Deploy connected workflows for approvals, finance, sales, operations, customer service and back-office processes. Start with a ready-made automation and configure it around your teams, systems and business rules.

Ready-made workflow foundations
Human approvals and exceptions
ERP and CRM integration
Monitoring and audit history
New Request
Validate Data
Business Rules
Approval
Update ERP
Notify Customer
Complete

Running

12

Processed

1,402

Pending

8

Exceptions

0

Avg Time

2.4s

Fewer manual steps

Faster approvals

Connected operations

Complete visibility

Find the right automation

Browse ready-made workflow foundations by department, business need or connected system.

8 results found
Department
Ready-made
Sales

Lead Routing and Follow-up

Capture new leads, qualify them, assign the right salesperson and trigger follow-up automatically.

Trigger

New website, CRM or campaign lead

Outcome

Faster response and consistent sales follow-up

Configurable
Finance

Invoice Processing and Approval

Capture invoice data, validate fields, route approvals and create the finance record.

Trigger

Invoice received by email, upload or supplier portal

Outcome

Fewer manual entries and clearer approval control

Featured workflow
Ready-made
Purchasing

Purchase Request and Approval

Route purchase requests through budget checks, approval levels and purchasing workflows.

Trigger

Employee purchase request

Outcome

Controlled spending and faster purchasing decisions

Configurable
Operations

Order-to-Fulfilment Automation

Move confirmed orders through inventory checks, fulfilment, invoicing and customer updates.

Trigger

New confirmed sales order

Outcome

Faster fulfilment with fewer handoffs

Ready-made
Inventory

Inventory Reorder Automation

Monitor stock thresholds, create reorder requests and notify purchasing teams.

Trigger

Stock falls below the configured safety level

Outcome

Reduce stockouts and manual inventory monitoring

Ready-made
Customer Service

Customer Support Triage

Classify new requests, set priority, assign the correct team and trigger service-level alerts.

Trigger

New support email, form or message

Outcome

Faster routing and more consistent response management

Configurable
HR

Employee Onboarding

Coordinate approvals, account creation, documents, tasks and team notifications.

Trigger

New employee approved

Outcome

A consistent and auditable onboarding process

Ready-made
Customer Service

WhatsApp Customer Notifications

Send transactional updates for orders, payments, appointments and support workflows.

Trigger

A verified ERP or CRM event

Outcome

Timely customer communication without repeated manual messaging

See an automation run from start to finish

Request submitted
Data validated
Budget checked
4
Manager approval
Active
5
Purchase order created
6
Requester notified
Purchasing

Purchase Request and Approval

Route purchase requests through budget checks, approval levels and purchasing workflows.

Request submitted
Data validated
Budget checked
Manager approval
Purchase order created
Requester notified

Understand the workflow before you book

Trigger

A supplier invoice arrives by email.

e.g. A supplier invoice arrives by email.

Validate

Required fields, supplier and totals are checked.

e.g. Required fields and supplier are checked.

Decide

The workflow selects the correct route.

e.g. Practical operational step.

Approve

The correct manager receives the request.

e.g. The correct manager receives the request.

Act

Connected systems are updated automatically.

e.g. Practical operational step.

Monitor

Status, failures and audit history remain visible.

e.g. Practical operational step.

The right automation model for every process

“Aurevia recommends the simplest reliable workflow—not unnecessary complexity.”

Best when:

A proven workflow already matches most of the process.

What you receive:

Demo-ready workflow foundation and configuration options.

Automation for every operating team

Sales

Lead routing, quote approvals, follow-up and CRM updates.

LeadQualifyAssignFollow-up

Finance

Invoice processing, payment matching, approvals and reporting.

InvoiceValidateApprovePost

Purchasing

Purchase requests, supplier workflows and budget control.

RequestBudgetApprovePO

Operations

Order processing, fulfilment, escalations and status updates.

OrderCheckFulfilUpdate

Inventory

Reorder workflows, stock alerts and warehouse coordination.

ThresholdForecastReorderNotify

Customer Service

Request classification, assignment, notifications and SLA escalation.

RequestClassifyAssignEscalate

HR

Onboarding, documents, approvals and employee requests.

StarterApproveAccountsTasks

From manual process to managed automation

1

Process Discovery

Deliverable:

Current-state process map

2

Workflow Design

Deliverable:

Approved automation design

3

Configuration

Deliverable:

Connected and configured workflow

4

Testing

Deliverable:

Validated operating scenarios

5

Launch

Deliverable:

Production launch and training

6

Optimisation

Deliverable:

Prioritised improvement backlog

Automation you can control and trust

Role-based approvals
Audit history
Exception handling
Retries and alerts
Data validation
Monitoring
Illustrative workflow monitoring
Running
WorkflowInvoice Processing
Current StepValidating Invoice
ValidationPending
Last ActionProcessing data extraction...
Audit entry

“Human review can remain part of any workflow where approval, judgement or exception handling is required.”

Frequently asked questions

Can we automate an existing manual process?

Yes. We map your current manual steps and digitise them into a managed workflow.

Do you provide ready-made automation templates?

We have a library of proven foundations for common processes like lead routing, invoice processing and onboarding.

Can approvals involve multiple teams or levels?

Absolutely. Workflows can be configured with complex hierarchical or parallel approval rules.

Can workflows connect to our ERP and CRM?

Yes. Aurevia is designed to sit between your major systems of record to orchestrate data movement.

Can automation include WhatsApp or email notifications?

We support integrated messaging across WhatsApp, email and internal messaging tools.

What happens when a workflow fails?

The system identifies the exception, logs the error, and can trigger automatic retries or manual review alerts.

Ready to automate?

Book a technical assessment to map your processes and identify high-impact automation opportunities.