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Define the owner, success measure and approval point before connecting tools.
Human-supervised automation · FDS
Workflow Automation for businesses in United Kingdom
Manual hand-offs and duplicate entry slow delivery and obscure who owns the next action.
Plain-English answer
What this service means.
Workflow Automation at FDS means map the process and connect existing forms, email, CRM and task tools with clear ownership and exception handling.
The opportunity
Fix a specific workflow and measure what changes.
Map the process and connect existing forms, email, CRM and task tools with clear ownership and exception handling.
Track hand-off delays, duplicate entry, missed follow-ups and rework against a pre-launch baseline.
A practical first pilot
Start with one workflow, one owner and one measurable target.
Document the current process, simplify unnecessary steps, automate the stable parts and review exceptions.
A named person retains responsibility for approval, exceptions and final customer-facing decisions. Access, data retention and testing are agreed before launch.
Measurement
Evidence before expansion.
Track hand-off delays, duplicate entry, missed follow-ups and rework against a pre-launch baseline.
Demonstration systems are labelled separately from verified client outcomes so prototype capability is not presented as client performance.
Review evidence standards →Use cases
Where FDS can start.
Synchronise approved CRM fields
Define the owner, success measure and approval point before connecting tools.
Track client onboarding tasks
Define the owner, success measure and approval point before connecting tools.
Explore industry applications, demonstration systems and direct AI automation answers.
Related services
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All services for UK →Frequently asked questions
Questions before you begin.
What can FDS do with workflow automation?
Map the process and connect existing forms, email, CRM and task tools with clear ownership and exception handling. A pilot begins with an agreed workflow, data boundary and owner.
Can this work with our existing CRM, email and documents?
Often, yes. Discovery checks available integrations, permissions, authentication and data quality before FDS recommends a build.
How much does an initial project cost?
FDS lists a £250 Workflow & AI Diagnostic and starter implementations at £750–£1,500. Managed Automation is £500/month. Larger projects and third-party costs are scoped separately.
How long does implementation take?
There is no responsible universal duration. Timing depends on the number of systems, data readiness, approval requirements, testing cases and acceptance criteria identified during discovery.
Can a person approve the output?
Yes. Approval gates and escalation for sensitive, uncertain or high-impact actions are defined before deployment.
How does FDS measure whether the automation worked?
Track hand-off delays, duplicate entry, missed follow-ups and rework against a pre-launch baseline.