Intake and follow-up
Turn an inquiry into a record, assign the next step and remind the right person when it needs attention.
All services
03 / Process Automation
Less copying, chasing and repetitive work.
We build process automations that connect the tools you use—from collecting an inquiry to creating a task, sending a reminder or preparing information for review.
A good fit when
Start with the job
you need done.
- The same information gets copied between forms, spreadsheets and other tools.
- Follow-ups depend on someone remembering every step.
- Preparing a recurring report means repeating the same collection and sorting work.
Show us what happens today: the trigger, each step, the tools and the exceptions. We identify what can follow a fixed rule, where AI might help and which decisions need a person. The first working version is tested with normal inputs and awkward cases.
Possible projects
A few ways we could help.
Examples to start a conversation. We shape the project around your needs, tools and budget.
Research and recurring reports
Collect information from agreed sources, organize it and prepare a report for someone to review.
Reusable AI skills
Build and test skill files that help an AI tool follow a repeatable research, writing or review process, with clear inputs and checks.
Scope before commitment
Three ways to get started.
Automate a task
Turn a form submission into a task, send a reminder or automate another repeatable action.
- One trigger and output across up to two tools
- Testing and a walkthrough in your own accounts
One defined task.
Connect a process
Connect intake, review and follow-up into one repeatable process.
- Connected steps across up to three tools
- Human review, failure alerts and operating notes
One process, tested and handed over.
Coordinate workflows
Join related processes, such as intake, approvals and reporting.
- Up to three workflows with documented recovery steps
- Team walkthrough and an operating guide
Agreed tools and a named owner in your business.
What happens after the build?
The workflow is configured in agreed accounts you own. You receive operating notes, a walkthrough and clear recovery steps. Someone in your business owns the process after handover. Monitoring, tool subscriptions and changes when an integration evolves are agreed separately.
We agree the brief, review a first working version together, then complete the final handover.
Studio-built examples
Related work.
Process automation · Public GitHub repository
Arc Labs Studio Team
Reusable AI skills for research, planning, reviews and project handoffs, shared as a portable team toolkit.
GitHub repoAutomation · Public project
Discovery AI Index
A research workflow that organizes AI-enabled discoveries into searchable records with source links and editorial review.
Explore the IndexBefore you
get started.
Does every automation need an AI agent?
No. Moving a form response into another tool can often use a fixed rule. AI may help summarize or classify less structured material, but adds review needs. We choose the simplest approach that does the agreed job.
Will you need access to our tools?
Usually. We agree which accounts and permissions are needed, use test data where practical and build in accounts your business controls. Compatibility and access are checked before work starts.
What happens if something fails?
The scope defines review points, failure alerts and recovery steps appropriate to the workflow. Processes that send messages, update records or use AI need clear ownership and a way to check important actions.
How do we decide whether the setup is worth it?
Measure the time and errors in the current task, then compare the working version including review and upkeep. Software fees and maintenance count too. Start with one recurring task before committing to a larger system.
Start a conversation
Tell us what
you have in mind.
Describe a repetitive task, how often it happens and which tools it uses. You do not need to design the solution first.
No package decision needed. We’ll reply by email to clarify your idea and arrange a short call if useful.