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What connected automation looks like

Four examples of how a single email, complaint, invoice or quote request moves through your tools on its own, without anyone sorting or retyping it.

Every email lands with the right person

Incoming mail is read and sent to the right person with a short summary. The CRM and ERP are updated and a reply is drafted for approval.

Incoming

Email

Maria Novak · Novak & Partners

Order: 40 chairs for Friday

Hi, can you confirm 40 more office chairs delivered by Friday? Same address as last time. Thanks, Maria

BRS automation

Waiting for an event

Updated automatically

Routed to Anna, SalesSales inboxRepeat customer orders 40 chairs for Friday
Deal updatedCRMNovak & Partners · new order · €6,800
Stock reservedERP40 chairs available · delivery Friday
Reply readyOutboxSent after one-click approval

Waiting for the next event...

A complaint from any channel becomes one tracked case

Messages about the same problem arrive by email, WhatsApp and the web form. They are linked to the order and logged as one case, and the customer hears back the same day.

Incoming

Email

Piotr W. · Zielinski Logistics

Delivery arrived damaged

WhatsApp · Piotr W.

Sent photos of the damaged chairs. Can you replace them this week?

Web form · Complaint

48213 · Damaged goods

BRS automation

Waiting for an event

Updated automatically

Case C-1042 createdComplaint logDamaged delivery · 3 messages and photos linked
Quality lead notifiedTeamsSummary and photos posted to #quality
Acknowledgement sentCustomerReplacement within 48 h · reference C-1042
Account flaggedCRMFollow-up task for the account manager

Waiting for the next event...

Invoices reach accounting and the calendar on their own

The invoice is read and checked. The amount is booked as an expense and the payment deadline goes into the calendar with a reminder.

Incoming

Invoice PDF

NL-2026-0418

Nordlicht Office GmbH

Due 28 Oct€ 1,475.60

BRS automation

Waiting for an event

Updated automatically

Expense bookedAccounting€ 1,475.60 · Office supplies · VAT 19%
Payment due 28 OctCalendarReminder set for 25 Oct
Invoice filedDocumentInvoices / 2026 / October
Budget updatedDashboardMonth to date recalculated

Waiting for the next event...

A quote request becomes a quote and a scheduled follow-up

A request turns into a structured quote based on your own price list. After your approval it goes out, and the follow-up call is already in the calendar.

Incoming

Email

Jonas Weber · Keller Bau

Quote request: office refresh

Repaint 180 m² of walls and ceilings, vinyl flooring in two meeting rooms (40 m²), 12 LED panels. Weekend works only.

BRS automation

Waiting for an event

Updated automatically

Quote Q-311 sentQuote€ 6,790 net · valid for 30 days
Deal createdCRMKeller Bau · stage: quote sent
Follow-up in 3 daysCalendarCall Jonas Weber on Thursday
Order preparedERPCreated automatically on acceptance

Waiting for the next event...

Your process looks different?

These examples show the principle. Every automation we build is set up for one specific company, its tools and its rules.

Discuss your process

Which task takes your team the most time?

Tell us in a free 30-minute call. You will leave with concrete ideas on what can be automated and what it would take.