Workflow Automation

Make work move cleanly between tools.

FCT maps and builds the handoffs between inboxes, spreadsheets, a CRM, and WhatsApp. Approvals, exceptions, and failures stay visible. Your team controls the accounts, data, permissions, and production decisions.

Request Form, inbox, WhatsApp
Context CRM, rules, availability
Approval Named owner and exceptions
Controlled workflow Rules, actions, and traceable decisions
Action + record Work completed and logged
A controlled operating handoff

Control

A clear split before anything runs.

FCT takes responsibility for implementation. Your team keeps authority over its systems, access, and operating decisions.

Area FCT delivers Your team controls

Process

FCT deliversMap the handoffs, exceptions, business rules, and system boundaries, then build the approved flow.

Your team controlsConfirm the rules, decision owners, and cases that still require human review.

Access

FCT deliversConnect approved systems with the minimum access needed, plus clear approval and failure paths.

Your team controlsControl accounts, credentials, data access, and permissions where each platform permits it.

Production

FCT deliversTest with real data, add monitoring, document the system, and prepare the handoff.

Your team controlsApprove production use and review or remove FCT access when the work is complete.

Delivery

From broken handoff to working system.

The path stays visible from diagnosis through testing, monitoring, documentation, and handoff.

How implementation moves

  1. Diagnose
  2. Design
  3. Build
  4. Test
  5. Monitor
  6. Document
  7. Hand off

What remains with your team.

Core operating record
  1. System map

    Shows tools, handoffs, owners, approvals, and failure points.

  2. Approval and exception matrix

    Defines what runs, what needs review, and who decides.

  3. Monitoring checks

    Makes failures, delays, and unusual results visible.

  4. Runbook and handoff record

    Explains operation, recovery, access, and next responsibilities.

Questions

What operators need to know.

Can FCT work with the tools we already use?

Yes. We start with the current process and systems. We recommend a tool change only when the operating need supports it.

Where does human approval fit?

Your team names the decisions that require review. FCT builds those approval points into the workflow and documents the rules and owners.

What happens when an automation fails?

Failure paths are designed before launch. Monitoring shows the issue, the runbook explains the response, and named owners know when to step in.

Next decision

Bring one broken handoff.

We will trace where the work stalls, which systems touch it, and what must stay under your team’s control.

Talk to Fernando fernando@fct.dev Fernando replies personally, Monday to Friday.