Integration mapping
Where each fact starts, which system is trusted, which handoffs repeat.
Automation, integrations and applied AI
Stop asking people to copy information between systems.
Connect the systems that work, automate the predictable movement between them, and apply AI only where a person still checks the result.
- Keep the tools that work
- Every change leaves a trail
- People keep the judgement
How it behaves
What runs, and what stops for a person.
- 01Trigger
A payment clears. A date passes. Something actually happened.
- 02Check
The fact is verified against the system that owns it.
- 03Write
The right record updates once, with a timestamp.
- 04Log
Every run is recorded and watched for failure.
Held for review
Partial payments, unusual bookings and anything the rules cannot resolve confidently.
See it, before you buy it
What you actually end up using.
Automation · Payment receivedStarts from an event, not a reminder
ArmedTriggerPayment clearedRuleAmount matches invoiceThenMark paid · notify owner
Partial or unmatched amounts never auto-complete.
Run log · Last 24 hoursYou can see exactly what it did
MonitoredRuns126Handled121Held for review5
Invoice #4120 marked paid09:14 · matched exactlyDone
Booking synced to accounts09:16 · 1 record updatedDone
Payment €300 of €62009:22 · partial amountHeld
Review queueJudgement stays with a person
5 waitingCasePartial payment · Job #1032Why heldAmount below invoice total
Record as depositContact customer
Whatever you choose is written to the record, with your name on it.
Trigger
The process starts from an event, not a reminder.
A payment clears, a request is confirmed, a date passes. Something actually happened.
Illustration of automation behaviour and monitoring. No live customer data is shown.
What's included, every time.
Automation starts from a predictable handoff, not a tool choice: what triggers it, which system is trusted for each fact, and who owns the exceptions. Judgement stays with people wherever a wrong decision would actually cost something.
System connections
Built for retries and failure, not for a perfect network.
Monitoring
A broken automation announces itself instead of quietly stopping.
Applied AI with review
Drafting, extraction and classification — with a person confirming what matters.
“It saves us a lot of time during the day. Reservations, customers and payments are much easier to follow, especially when we have many active trips.”
Before the first conversation
Questions worth asking.
Will automation make mistakes we only find later?
That is the risk worth designing against. Runs are logged, failures alert someone, and anything the rules cannot resolve confidently waits for review.
Where does AI actually belong in our process?
Where the task is language-shaped and a person still checks the result. Not where a wrong answer moves money or commits the business.
Do we have to replace our tools to connect them?
Usually not. Most established products expose an API or a reliable export. Replacement only comes up when a tool cannot share what the process depends on.
A practical first conversation
Bring the process that is slowing the business down.
Thirty minutes on one real workflow. If custom software is not the answer, I will say so on the call.