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OCTIS • AI and automation
Walk us through how the task really gets done today. We tell you plainly which parts are worth automating, and our own build team builds only those.
Every task goes through four questions: is the same decision made the same way every time, can it be written as a rule, does it happen often enough, and does the information already exist. Most tasks that feel repetitive fail at least one.
When your deals, invoices and tasks already live in your OCTIS account, the rule reads and writes those same records. It is not a copy pulled through a connector that someone has to keep working.
A case that does not match the rule is flagged, not forced through. The routine case is handed off without anyone touching it, and the odd one still gets a person to decide it.
Mapping, building and connecting the rule is done by OCTIS's own build team, working inside the account that holds your records. No separate platform sits in between.
A task you only do a handful of times a month is usually cheaper left as a habit than built and kept running as a system. We say so instead of building it anyway.
You copy it by hand, retype it into another screen, and do it the same way, mostly. Walk us through it and we tell you whether it is worth building.
Daily or weekly tasks, where the minutes really add up, are the ones that clear the test most often.
You know the week is full of manual steps but not which ones count. We check each against four questions and rank what qualifies.
From the first walkthrough to a rule that runs, you receive:
HOW IT WORKS
As it really happens today, exceptions included. This is your time and most of the real work.
Same decision, written as a rule, often enough to matter, and backed by information that already exists.
Including the parts that do not. A task done a few times a month is usually cheaper left as a habit.
Inside the account already holding the records it touches, not a separate tool bolted on afterwards.
Describe it as it really happens. We tell you plainly whether it is worth automating, and if it is not, we say that too.
Custom software, landing pages and managed IT support are built and run by OCTIS's own IT team.
WHAT YOU BRING
How it really gets done today, step by step. This is the part that takes real time, and it is yours.
The cases that do not follow the usual pattern, and why. A rule that has never met them will get them wrong.
Daily or weekly, where the minutes add up. A handful of times a month rarely clears the test.
No. A task qualifies only if the same decision is made the same way every time, it can be written as a rule a stranger could follow, it happens often enough to matter, and the information it needs already exists. Most tasks that feel repetitive fail at least one of those, and automating one anyway just hides the judgement call instead of removing it. We check every task against these four questions before building anything.
Most of it. Walking through exactly how the task happens today, exceptions included, is your time, not ours, and it is usually the bulk of the real work before anything is built. We use that walkthrough to check the task against the four questions.
Then it is probably cheaper left as a habit than built and kept running as a system. We say so rather than build it anyway.
No. Automation only replaces the mechanical part of a task. A case that does not fit the rule still needs a person to decide it. We build the rule to flag the exception rather than force it through, so it still reaches a person.
What the mapping finds: how many exceptions exist, how many systems the rule needs to read from, and how much of the process clears the four questions. We give a fixed number once the mapping shows which parts qualify, and no figure is quoted before that.
The business. An action taken in a business's name, including one carried out by an automated rule on its behalf, is generally treated as the business's own act, and responsibility does not shift onto the tool. That is why we only automate decisions that clear the four questions and leave genuine judgement calls with a person.
