Workflow & Process Automation

From inbox to
quotation —
automatically.

We automate repetitive workflows for UK SMEs — PDF processing, RFQ routing, quotation handling, email intake and operational reporting. Built around your existing tools.

We build around how things actually work — not how they should.

Book a Call See Workflows
Operational impact
10×
Faster turnaround on requests
90%
Less manual handling
24/7
Continuous operation without staff
Services

Custom automation. Built on your tools. Running without you.

01

Quoting & RFQ Pipelines

Receive requests, check availability, route to suppliers, generate quotations — end to end, automatically.

02

Inbox & Document Automation

Parse incoming emails and files, extract key data, trigger the right workflow — without manual input.

03

Reporting & Data Logging

Logs, trackers, and records updated automatically. Always accurate. No spreadsheet maintenance needed.

04

Client & Supplier Comms

Follow-ups, confirmations, and status updates sent at the right moment — in your voice, on schedule.

05

AI Agents

AI systems that read context, make decisions, and handle complex workflows where rule-based automation breaks down.

06

Smart Integrations

Connect your existing tools into a single automated flow — email, spreadsheets, portals, CRMs.

07

Process Audit & Design

We identify where time is lost and build the automation that matters first. No theory — just what reduces friction in your day-to-day.

08

Ongoing Support

We stay on as your business grows. Systems adapt as your operations evolve — no burden on your team.

How It Works

How the pipeline actually works.

Each request is processed, validated, routed and logged automatically — without manual coordination. This is one example. Every pipeline is built around your workflow, not a template.

STEP 01
Request received
Email in
Parsed
Validated
Logged
STEP 02
Stock checked
Query
Available?
Matched
Priced
STEP 03
Supplier routed
Assigned
Notified
Confirmed
Ready
STEP 04
Quotation sent
Generated
Formatted
Sent
Logged
Workflow Demonstrations

Actual workflow automations.

Short, practical examples of the workflows we automate every day. No screencasts of dashboards — just the actual operational flows our clients run.

Automatic Attachment Processing
Document Intake

Automatic Attachment Processing

Incoming attachments are processed, organised and renamed as soon as the email arrives. Files are stored in the right location without manual sorting or saving.
Subject Based File Routing
Smart Routing

Subject Based File Routing

The system reads the email subject and creates a matching folder structure in real time. Files are stored in the correct location based on content, removing the need for manual organisation.
Automated PDF Data Extraction
Data Extraction

Automated PDF Data Extraction

Data is automatically extracted from cloud-based files and added into structured Excel reports. Key information such as dates, amounts and references is processed without manual copy-paste.
Who We Serve

Built for businesses where operations slow growth.

We work with UK SMEs across sectors where high volumes, tight timelines, and repetitive processes are holding the team back. If your people spend hours on tasks that could run automatically — regardless of industry — we fix that.

You describe the problem.
We build the solution.
It runs itself.

Equipment & Machinery
Quoting & order flow
Parts & Distribution
RFQ handling at scale
Construction & Trades
Procurement & coordination
Professional Services
Admin & client operations
Any SME with manual bottlenecks
If it's repetitive, we automate it
Our approach

We don't sell platforms. We design, build, and deploy a custom automation system that fits your exact processes — then maintain it for you.

We get messy operational reality. No clean enterprise specs — we build around how things actually work in your office.

What you need

Nothing new. We build around the tools you already use. No learning curve. No disruption to your team's day-to-day.

Timeline

Most clients have their first automation live within two weeks of the initial call.

Results

Real work. Real numbers.

Case Study · Parts Distributor · United Kingdom

Inbox to quotation — fully automated

Problem. Each incoming request took 2–4 hours of senior staff time — reading emails, checking stock, contacting suppliers, writing quotations. The backlog kept growing.

Automation. We replaced the entire workflow with an automated pipeline. The system now receives, verifies, routes and quotes — without human involvement.

Outcome. Quotations go out in minutes instead of hours. Senior staff time freed up. Pipeline runs 24/7.

10
×
Faster — hours reduced to minutes per request
90
%
Less manual handling — minimal human input
24
/7
Continuous operation, no staff needed
Get in Touch

Let's look at your process.

Book a free 30-minute call. We look at your workflow and identify practical automation opportunities — no pressure, no pitch decks.

info@harlemarcher.com

✓ Received — we'll respond within one business day.