A map of the actual process
We record triggers, required data, the software involved and the people responsible. From this we define a manageable first use case.
Less repetitive manual work
Every enquiry should land in the right next step.
Connect recurring steps sensibly, so your team has less to copy across and chase up.
Discuss automationFree initial call by video · Directly with Victor Knapp
What runs in the background
One enquiry, six stations.
What's passed on by hand today runs connected. You see every step and can step in where needed.
- Enquiry on the website
- Lands in the inbox or CRM
- Appointment in the calendar
- Confirmation and reminder
- Invoice after the appointment
- Receipt in the accounts
At Dr Herzberg's practice this route already works this way.
The starting point
Where work piles up today.
An enquiry is copied from the inbox into a list, an appointment is entered separately and a confirmation is written by hand. Wherever steps like these repeat, we look at possible connections. Responsibilities and failure cases matter just as much as the normal flow.
Agreed scope
What this service includes.
A limited connection you can test
We implement the agreed handover and test typical cases. Existing software stays involved as long as it offers suitable interfaces or supported connections.
Clear rules for exceptions
Missing details, duplicate entries or unavailable services must not disappear unnoticed. We agree what gets logged and who needs to step in.
Sounds like a fit for your business? Discuss automation → · or call: +49 152 562 013 06
In practice
Booking and billing at Dr Herzberg's practice
The website connects choosing an appointment with the calendar. Payment happens after the appointment, and the invoice reaches the accounts with its receipt. The personal invitation to the video consultation comes from the practice.
View case studyWorking together
From the first conversation to delivery.
You decide based on a concrete proposal.
How we work together
You show us one recurring process from start to finish. We work out where time is lost or details are entered more than once.
We define a first process and check the technical options. You receive a proposal with prerequisites and responsibilities.
After testing and approval, the process is introduced. Documentation and agreed monitoring support day-to-day operation.
FAQ
Before we start.
Do I have to replace my software?
That's not where the job starts. We first check what your existing tools can do and where a connection makes sense.
Can we start small?
Yes. A single, clearly defined process is often easier to test than a big overhaul. Further steps can follow from experience with that first process.
What happens if something fails?
We define that in the concept: a visible error message, a responsible person and a practical manual fallback. How much safeguarding is needed depends on how important the process is.
Your next step
Tell us about your project.
Your current website or a few lines about what you need is enough to get started.
Discuss automation
Victor Knapp
Your direct contact
+49 152 562 013 06