For established businesses and operations teams
Automate the workflow your team keeps doing by hand.
Connect email, documents and your CRM or ERP into a working process. Indext scopes, builds and tests the software — with human review where it matters.
Free 20–30 min initial consultation. Start with one process, an agreed scope and clear acceptance checks.
Custom implementation for the systems your business already uses.
Illustrative workflow. We agree the actual systems, rules and approval points with your team.
Agency track record
Top Rated Plus agency on Upwork · 515 projects · $2M+ billed · 98% Job Success (Oct 2026)
Agency profile on Upwork
Led by Eugene Tsaplin, CEO
Upwork Expert-Vetted (top 1% of talent) · Top Rated Plus · 100% Job Success
His personal Upwork profile“Eugene and Maria are phenomenal to work with and produce high quality work!”
Where we can help
Your business is running. The manual work is piling up.
A good first project is a recurring process with a clear owner, real inputs and a measurable bottleneck.
The same information gets entered twice
Staff copy details from emails, attachments or spreadsheets into CRM, ERP and reporting tools. We connect the steps and validate what moves between them.
Requests wait for someone to sort them
Documents and incoming requests need extraction, checks and routing before the next person can act. Defined rules and review queues make the handoff explicit.
Reports and decisions arrive too late
Teams repeatedly gather data and assemble updates. We build the collection, processing and reporting workflow around the decision it needs to support.
Business process automation services
One useful implementation, built around your operations.
We start with the process and the result your team needs. Then we choose the right combination of integrations, explicit rules, custom software and AI.
You do not need a technical specification to start. Bring a process owner, examples of the current work and the systems involved. We will identify dependencies before proposing a paid stage.
- A defined workflow, ownership and acceptance checks.
- Integrations and custom implementation within the agreed scope.
- Tests on representative inputs, including exceptions.
- Deployment, handover and a support plan agreed with your team.
Published automation work
From repeated price checks to a reporting workflow.
Our competitive price lookup project connects data collection, processing and automated email reporting. It is an example of taking a repeated operational task and delivering a usable workflow.
- Business task
- Collect and compare competitor prices without rebuilding the report by hand each time.
- Implementation
- Workflow orchestration, a data-source API, structured processing, AI-assisted analysis and HTML email summaries.
PDF processing, vector retrieval and a conversational interface connected into usable software.
Relevant when a team needs answers from its documents. The scope and controls depend on the documents and the business process.
Explore the document assistantHow work starts
Start with one costly workflow. Prove the first stage.
Walk through the current process
On a free initial call, show us where work arrives, who handles it, which systems are involved and what makes the process difficult.
Agree the first paid stage
Define inputs, dependencies, approval points, scope and acceptance checks. We agree the price and delivery approach before implementation starts.
Build and validate with your team
Test on representative examples, review exceptions and agree how rollout, handover and ongoing support will work.
Before we start
Do we need to know which AI tool to use?
No. Start with the business process. If ordinary integrations or explicit rules solve it more reliably, we use those. AI is useful where it improves a defined part of the workflow.
Can you work with our existing CRM or ERP?
We first check the available interfaces, permissions and constraints. We can work alongside your IT team or existing implementation partner, with responsibilities agreed before development.
Will the system make decisions without our team?
We agree what may run automatically and what needs approval. Missing data, exceptions and uncertain outputs can be routed to a person. The rules and acceptance checks are part of the scope.
How do you handle access and business data?
Before receiving access, we agree which systems and data are needed, who can access them and where processing happens. We can work under an NDA. Please do not send sensitive documents through this enquiry form.
What does the first step cost?
The initial consultation is free. Implementation is paid and scoped separately. We agree the price, deliverables and acceptance checks for the first stage before work begins.
Which workflow is slowing your team down?
Tell us about the process and the systems involved. A short description is enough to arrange a free initial consultation.
What happens next
Fields marked * are required. Please share business context, not confidential records or credentials.