Give the handoff a system and an owner

Follow the task between teams and agree who handles an exception.

A recurring task can sit between two teams even when both teams have the right software. This illustrative breakdown starts with the handoff: what moves, who receives it and what counts as complete.

Map the trigger, required information and destination before building an automation. An approved request might create an internal task, while missing information should stay visible rather than disappearing into a queue.

Name the person who owns an exception. Permissions, system outages and unusual requests are part of the workflow, not details to discover after launch.

Start with the workflow, not the tool.

PayrollZero workflow principle

Measure complete handoffs, missing information and review effort against the current process. Start with one bounded job before expanding. Bring us the workflow your team keeps chasing.

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From an enquiry to the right booking route

Map the questions, record update and human handoff before connecting a calendar.

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Start with one recurring job, approved information and a clear acceptance test.

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Illustrative workflow, not a client result: Approved actions

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