AEL TECHProcess mapping
Document triggers, data sources, owners, time spent and common failure points.
Home/Workflow automation
Workflow automationTurn repetitive handoffs
into a traceable workflow
AEL TECH starts with one real process and connects the forms, CRM, notifications, documents and reports around it. Automations include exception handling, human review and records instead of delegating every decision to AI.
For teams that re-enter the same data, miss notifications, lose context between people or rebuild the same reports every week.
- Forms / inbox / spreadsheetsCommon inputs
- CRM / alerts / documentsConnections
- Exceptions + human reviewDesign principle
01 / ApproachStart with one defined process
Start with one defined process
then expand
Automation should not replace every system at once. Start with a frequent, rule-based process where failures are detectable, measure the result and decide what to automate next.
Integrations
Connect existing forms, inboxes, spreadsheets, CRM, notifications and document tools.
Exceptions and review
Keep missing data, duplicates, errors and high-risk decisions with a human.
Records and handover
Provide run logs, error alerts, operating notes and clear maintenance responsibility.
02 / Deliverables
Common deliverables
The tool is not the service. The important questions are how data moves, who owns exceptions and how work continues when a system fails.
- Current process and field mapping
- Workflow diagram and access requirements
- Form, inbox or webhook triggers
- CRM create, update and assignment
- Email, LINE or collaboration alerts
- Document, summary and report generation
- Logs, retries and human review
- Testing, documentation and support boundary
03 / ProcessBegin with one workflow
Begin with one workflow
that can be accepted
Scope depends on number of systems, API access, data quality, decision complexity, security and support responsibility. Tools are selected after the workflow is understood.
- 01
Map the current work
Confirm steps, fields, roles and failure points.
- 02
Build a test version
Run representative data through normal and exception paths.
- 03
Test with owners
Review output, permissions, notifications and errors.
- 04
Launch with monitoring
Keep records, alerts, documentation and a support path.
04 / FAQ
Questions before we begin
What shapes the estimate
Chat on LINENumber of systems, API and access limits, data cleanup, AI complexity, run frequency, error handling, security, monitoring and ongoing maintenance.
Which processes are good automation candidates?
Frequent, rule-based work with available data, detectable errors and a possible human review step is the best place to start.
How much does automation cost?
Scope depends on systems, APIs, data quality, logic, run frequency and support. We map one workflow before providing a responsible estimate.
Which tools do you use?
We choose based on the systems you already use, access, budget, data location and maintenance ability.
Can AI make the wrong decision?
Yes. Money, customer commitments, legal matters and high-risk actions need human approval, permissions and logs.
Where is data stored?
That depends on the systems and deployment model. Data sources, transfer locations, third parties and access are listed before work begins.
Who fixes it when something breaks?
The handover defines monitoring, alerts, retries, manual fallback and maintenance responsibility.
Can you connect our current CRM?
Often, if the CRM exposes a usable API, webhook or import path. Version and permissions must be checked first.
Do we always need generative AI?
No. Deterministic rules are preferred when they can do the job reliably. AI is considered for classification, summarisation or language tasks.
Contact
Let's talk about your project
LINE or WhatsApp is fastest. To share files or more detail, send a project brief.