Business process automation

Business Process Automation

Stop doing it by hand. We automate the repetitive steps your team runs every day.

We build automation for the repetitive task your team runs every day — data entry, report generation, notifications, file sorting, invoice processing. When we're done, the process runs itself.

Fixed price per project IP transferred on delivery 30-day warranty
Business Process Automation by Pinnacle Software Labs

The problem

Your team is doing something by hand that a computer should be doing.

You can probably describe the task in steps. Someone opens a spreadsheet, copies data from the CRM, pastes it into a report template, saves the file, and emails it to three people. Every Monday. For two years. These tasks have a cost. The obvious cost is time — two, four, ten hours a week of skilled staff doing work a machine could do perfectly. The less obvious cost is errors: one wrong entry, one missed step, one notification that didn't go out. Manual processes don't scale, and they break in ways that take time to trace. Automation doesn't require changing how your business works. It automates the process you already have.

What you get

What a finished automation delivers

A workflow that runs itself — triggered automatically, integrated with the tools you already use, documented so you understand what's happening.

Illustration: Business Process Automation process
  • A workflow that runs on a trigger (a time, an event, an incoming file) without anyone starting it manually.
  • Integration with the tools you already use — your CRM, your email platform, your file storage, your database.
  • Documented handover: what the automation does, what triggers it, how to monitor it, and how to modify it if your process changes.
  • A testing period before go-live where we run the automation against real data and confirm the output is correct.

Who this is for

Is this right for you?

You're a business owner or operations manager who can identify a specific task your team does repeatedly that follows the same steps every time. Good candidates: weekly reports compiled from multiple data sources, data entry from one system into another, customer notifications triggered by orders or bookings, file processing — renaming, sorting, converting, moving files based on rules, invoice generation from sales data, inventory alerts. If a human can follow the steps, automation usually can too.

Let’s discuss your project
Pinnacle team working on Business Process Automation

Deliverables

Exactly what you receive

Everything below transfers to you on project completion.

  • The automation script or workflow, deployed and running in your environment (server, cloud, or the tools you use)
  • Connection to your existing data sources — we handle the integration, not just the logic
  • Handover documentation: trigger conditions, data sources, output format, what to check if something stops working
  • Live test run using your real data before final delivery
  • 30-day monitoring period — if the automation produces incorrect output in the first 30 days, we fix it

How it works

From brief to delivery

1

Map the process

You describe the process in plain language — what triggers it, what data it uses, what the output looks like, what happens when something goes wrong. We ask clarifying questions. No commitment yet.

Days 1–3
2

Scope & Quote

We write a scope document covering the trigger, the steps, the data sources, the output format, the exception handling, and the delivery date. You approve the price and scope before we build.

Days 3–5
3

Build & Test

We build the automation and run it against test data first, then real data. We confirm the output matches what you expect before calling it ready.

Days 5–14
4

Deploy & Handover

The automation goes live. You receive documentation and a 30-day monitoring period. We're available to fix any output errors in that window at no charge.

Week 3

Investment

Pricing

Prices shown are indicative starting points. Your quote is fixed-price after a paid discovery sprint or free scoping call.

$750+

Fixed price per project

Automation projects typically run $750–$6,000. A single-step automation connecting two systems is at the lower end. A multi-step workflow runs higher.

From $750 · Typical $750–$6,000 · Fixed price, agreed before build starts

Get a fixed-price quote

What our client said

“Our team was spending Monday mornings compiling a report from three different systems. It was four hours every week — boring, error-prone work. The automation runs overnight on Sunday. By the time anyone arrives Monday morning, the report is in the inbox. We haven't touched it in months.”
— Marcus T., Regional Logistics Company

FAQs

Common questions about Business Process Automation

Something else? Just ask.

Get started

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