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VELOX PI · WORKFLOW AUTOMATION

Workflow automation for New Zealand businesses

When information is copied between tools or follow-up depends on someone remembering a handoff, start with that process. Velox Pi can map the steps, connect suitable systems and automate the parts that are dependable, while keeping people involved where judgement is needed.

Discuss Your Project

Start with one repeated process

A useful first project has a clear trigger, an agreed outcome and a way to handle exceptions.

Enquiry to follow-up

Capture the right details, send them to the right place and make the next action visible so an enquiry is easier to handle.

Quotes and approvals

Reduce repeated entry and clarify who needs to review, approve or respond at each step of a business process.

Connected records and reporting

Link suitable existing tools and give the team a clearer view of status, missing information and items needing attention.

HOW THE WORK MOVES

Make the handoffs visible.

Follow one recurring job from its trigger to its finish. Then decide which steps should be simpler, connected or automated.

See it early. Shape it together.

You review working versions as they take shape. We discuss what to adjust before the next part is built, within the agreed scope.

  1. 01

    Follow one real task

    Trace what starts the work, who touches it, where information moves and how the team knows it is done.

  2. 02

    Mark decisions and exceptions

    Separate repeatable steps from the cases that need a person to review, approve or resolve a problem.

  3. 03

    Choose the smallest useful change

    Agree whether a clearer handoff, a form or a suitable system connection will remove the most friction.

  4. 04

    Try ordinary and awkward cases

    Check the common path as well as missing details, duplicates and failed handoffs before relying on the new flow.

  5. 05

    Hand over with visibility

    Make it clear what the workflow does, who watches exceptions and how to change it when the business process changes.

Meet Stak, our pre-launch product · Read frequently asked questions

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