Workflow Automation: let your systems do the busywork
We connect the tools your teams already use and automate the repetitive steps between them: data entry, handoffs, approvals and reporting. Fewer errors, faster turnaround, no extra headcount.
System integrations
Connect your CRM, help desk, ERP, finance tools, spreadsheets and email.
Document processing
Pull data from invoices, forms, contracts and emails automatically.
AI decision steps
Agents classify, summarize and route work, with people approving where it matters.
Automated reporting
Dashboards and summaries that update themselves instead of being built by hand.
Problems this solves
Copy-paste between systems
Data moves automatically, so nobody re-keys the same information twice.
Slow handoffs
Requests and approvals route to the right person instantly, with reminders built in.
Errors and rework
Consistent rules and checks catch mistakes before they spread.
Start small, then scale
We pick one high-volume workflow, automate it end to end and measure the time saved. Once it’s proven, we move to the next process, building on the same integrations.
How it works
1. Map
Walk through the process with the people who run it.
2. Design
Define the automated flow, rules and approval points.
3. Build & test
Connect systems and test with real data before going live.
4. Run & improve
Monitor, support and extend to the next workflow.
Turms is an AI automation agency based in New York.
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