Business process automation, done.
We automate the repetitive work behind quotes, onboarding, approvals and reporting, so it runs the same way every time and your team spends its day on the work that needs people.
- Mapped with the people who do the work
- Connected to your CRM and finance tools
- People approve what matters
- Monitored, with failure alerts
Global
brand experience.
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What is process automation?
Business process automation uses software to run repetitive, rule-based work without someone doing each step by hand. A quote request can create a CRM record, draft a quote from your prices, route it for approval and send follow-ups on its own. Good automation keeps people in charge of decisions, connects the systems you already use and flags anything it can't handle.
Last reviewed 25 October 2026 by the Rubik Digital team.
Rule-based
The same steps, the same way, every time.
Connected
Runs across the tools you already use.
Supervised
People approve what needs judgement.
Visible
Every run logged, every failure flagged.
- Years in business
- 15+
- Global brands
- 50+
- Industry sectors
- 13+
Still done by hand?
You
We copy enquiries from emails into the CRM.
Rubik Digital
Enquiries create records automatically, matched to existing customers and assigned to the right person.
You
Every quote is built from scratch in Word.
Rubik Digital
Quotes drafted from your price list and templates, ready for a person to check and send.
You
Approvals get stuck in someone's inbox.
Rubik Digital
Requests routed to the right approver with one-click decisions and reminders when they stall.
You
Month-end reporting takes two days.
Rubik Digital
Reports compiled from your systems on a schedule, so the numbers are ready when you need them.
One request, handled end to end.
Here's a typical quote request, automated. Each step runs on its own, with a person stepping in only where judgement matters.
- Trigger
Request arrives
A quote form on your website starts the workflow, with no inbox in between.
- Check
Details checked
Missing details are caught, duplicates merged and existing customers matched in your CRM.
- Create
Records created
The contact, deal and job are created in your CRM and job system at the same time.
- Draft
Quote drafted
Prices pulled from your rate card into a branded quote, ready for review.
- Approve
Manager approves
Quotes over a set value go to a manager, who approves or edits them in one click.
- Send
Sent and followed up
The quote is emailed to the customer, with a reminder if they haven't replied.
- Report
Logged and reported
Every step is logged, and conversion and response times feed your weekly report.
Platforms we build and run.
Enness Global
Global UHNW finance brokerage
- 5+
- Primary markets reached
- +72%
- Organic traffic increase
- 80%
- High-value leads increase
Automate the right things first.
We start with the process that costs the most time, prove it works, then move on to the next.
- Discover
Watch the work.
We sit with the people who do the process and map every step, tool and exception.
- Prioritise
Biggest wins first.
Processes ranked by time spent, error rate and how easy they are to automate.
- Build
Connected to your tools.
Workflows built against test accounts, with approvals where people need to decide.
- Test
Real cases, edge cases.
Run alongside the manual process until the results match.
- Launch
Live and monitored.
Training for your team, then logs and alerts so problems surface quickly.
How far should you automate?
Move along the scale to see what changes as more of the process runs on its own.
- How work moves
- Manual: Copied between tools by handOff-the-shelf automation: Simple triggers between popular appsCustom automation: End-to-end workflows built around your rules
- Exceptions
- Manual: Handled as they come upOff-the-shelf automation: Often break the flowCustom automation: Routed to a person with the context
- Running cost
- Manual: Staff timeOff-the-shelf automation: Monthly fees per task or userCustom automation: Hosting and support
- Visibility
- Manual: Whoever remembersOff-the-shelf automation: Basic task historyCustom automation: Logs, alerts and reporting
What does it cost?
It depends on how many steps and systems a process involves, how many exceptions it has to handle and whether it needs approvals. A single workflow between well-documented tools is a small project. We price each process after mapping it with your team.
Get a fixed proposalWhat moves the price
Steps
How many stages the process has.
Effect on budget: High
Systems
How many tools it connects.
Effect on budget: High
Exceptions
Cases that need special handling.
Effect on budget: Medium
Approvals
Where people need to decide.
Effect on budget: Low
Reporting
Dashboards and scheduled reports.
Effect on budget: Low
Why Rubik to automate it?
We build the websites, platforms and integrations that automations run on, so we can automate the whole process, not just one step.
Talk to the teamProcess before software.
We fix the steps before automating them.
People stay in charge.
Decisions that need judgement go to a person.
Failures get flagged.
Every run is logged, and problems alert your team.
Built to change.
Rules your team can adjust as the business does.
What our clients say
Expert guidance and flawless execution. Our go‑to agency for all things digital.”
Business Process Automation Questions,
answered.
What people usually ask us before a project starts. If yours isn't here, ask it in the form and someone senior will reply.
Processes that are repetitive, rule-based and happen often: enquiry handling, quotes, onboarding, approvals, invoicing and reporting. If your team follows the same steps every time and copies data between tools, it's usually a good candidate.
Further reading.
All insights
Start a conversation
Ready to hand off the busywork?
Tell us about a process your team repeats every week. We'll suggest what to automate first.