01 / PROCESS
Process Automation
Remove the human from the repetitive.
Map rule-based work, identify the manual handoffs and build controlled automations that run consistently across systems.
Connected systems. Automated operations.
Make the process move itself.
Q360 turns repeatable business work into controlled workflows that can understand context, apply rules, update systems, notify people and surface exceptions without someone pushing every step forward manually.
Q360 AUTOMATIONNormal flow automated. Exceptions visible.Triggers, context, policy and connected systems move work
forward while people keep control of approvals and
judgement.
TriggerDecideAct
Automation with context
Trigger it. Decide it. Act on it.
Useful automation is not a collection of isolated scripts. It understands what happened, gathers the context needed to make a decision, applies approved business rules and then coordinates the systems and people involved.
Trigger
A form, CRM event, employee change, ticket, document, schedule, phone call or system state starts the workflow.
Decide
Use known context, reference data, policy and rules to determine the normal path, approval path or exception path.
Act
Update third-party systems, create tasks, send messages, generate documents, provision access or hand an exception to a human.
AI and Automation services
Remove repetitive work without losing control.
Each capability focuses on a different business process, but they share the same design principle: automate the normal path and make exceptions visible.
02 / CRM
CRM Automation
Your CRM should work for the team.
Automate lead routing, follow-up, stage changes, data synchronisation, notifications and reporting around the customer lifecycle.
03 / WORKFLOW
Workflow Automation
Design the full operating path.
Connect decisions, approvals, integrations, monitoring and exception handling into workflows that can run reliably in the real world.
04 / PEOPLE
On/Offboarding Automation
Onboarding and offboarding without checklist drift.
Use employee context and policy to coordinate accounts, licences, groups, devices, notifications, approvals and recovery of equipment.
05 / DOCUMENTS
Document Automation
Generate, send, sign and archive automatically.
Populate documents from system data, apply conditional content, route for e-signature and store the completed result with an audit trail.
06 / FOLLOW-UP
Quote Follow-up Automation
Follow-up that does not depend on memory.
Launch timed, personalised sequences from quote and CRM events so opportunities do not disappear because nobody remembered the next step.
The automation operating model
One orchestration layer across the systems you already use.
Q360 can sit between forms, CRM, finance, Microsoft 365, HR, ticketing, telephony and other applications, coordinating the normal process while recording what happened and surfacing anything that needs a person.
Business event
TRIGGER
New starter, deal update, form submission, approval, schedule, call or system signal
Context collected
CONTEXT
Customer, employee, role, location, inventory, policy and third-party system data
Rules and approvals
DECIDE
Approved logic decides the normal action, approval branch or exception route
Systems actioned
AUTOMATE
Update apps, send communications, provision access, create records or generate documents
Exception or audit
CONTROL
People handle only what needs judgement while the full result remains traceable
Automation should connect departments
HR starts it. IT, finance, sales and operations should not have to chase it.
A well-designed workflow can coordinate actions across teams and third-party applications from one event, while retaining approvals and exception handling where they genuinely matter.
Microsoft 365CRMFinanceHRTicketingThird-party APIs
Where automation creates leverage
Fewer handoffs. Faster normal flow. Better visibility.
Employee lifecycle
Trigger onboarding and offboarding from approved HR events, then coordinate accounts, groups, licences, devices and notifications.
Human review stays for exceptions and approvals.CRM and sales operations
Route leads, enforce follow-up, synchronise records and produce pipeline reporting without relying on manual updates.
The workflow becomes part of the sales operating model.Documents and approvals
Generate accurate documents from source data, route them for approval or signature, then archive the completed output.
Each step can be recorded for auditability.
AI where it adds value
Use AI to interpret. Use rules to control.
AI can help classify requests, extract information, summarise content and support decisions. Business rules and approvals still provide the guardrails for actions that need consistency and accountability.
Document and message understandingExtract useful information from forms, emails, notes and
documents before routing the workflow.
Human-readable summariesTurn system events and automation results into concise
context for people who need to review an exception.
Controlled action boundariesKeep permissions, policy rules, approvals and audit records
around any automated action.
Continuous improvementUse workflow outcomes and exception patterns to identify
where the process can be improved or further
automated.
Automate the work that should not be manual
Connect the event, the context, the rules and the systems.
Q360 can help identify which processes should be automated, which decisions need policy, and which exceptions still belong with a person.