--- title: "Business Process Automation in Sydney | Project2100" description: "Project2100 automates business workflows such as invoice approvals and handoffs between systems, with rules first and AI where a person checks the output." url: https://www.project2100.com/business-automation updated: 2026-10-21 generated: true --- > The machine-readable version of https://www.project2100.com/business-automation > > The body below is this page's own content, generated from the page at build time: the same words, in the same order, with nothing summarised or reworded. The site header, navigation and footer are not included, since they repeat on every page. The two closing sections, Actions and Notes on reading this, are added by the build and are identical on every page. Business automation # Map the workflow first. Then automate it. Project2100 automates the approvals, handoffs between systems and recurring reports that operations and finance teams repeat, with AI only where a person can check its output. [Talk to an engineer](/book.md) ## How it fits together. A request that used to travel by email, spreadsheet and retyping runs through rules, approvals and checks, with exceptions sent to a person. ## Start with the work. A request arrives by email, is copied into a spreadsheet, waits for someone to approve it and is keyed into another system. We map that whole path with the person who owns it, including the exceptions, before deciding which steps to automate. 01 ### Map the workflow first Write down the trigger, each step, the system it touches, the person responsible and the exceptions, before deciding what to automate. 02 ### Connect the systems Move records between the systems involved through their supported APIs, connectors or controlled files, so nobody keys the same data in twice. 03 ### Approvals and exceptions Route each item to the right approver with the context they need, and send anything that breaks a rule to a named person instead of guessing. 04 ### AI where it can be checked Use AI for steps such as reading a document or drafting a summary, with a person reviewing the result before it changes a record or leaves the business. ## How a first workflow gets built. One workflow, end to end, including its exceptions, before a second one starts. ### Choose the first workflow A good first candidate repeats often, follows rules that can be written down and has an owner who can say when the result is right. - Invoice receipt, coding and approval. - Moving approved records from one system to the next. - Checking an incoming file before anyone uses it. - Preparing and sending a recurring report. ### Rules first, then AI Most steps are rules: a field is present, an amount is under a limit, the right approver is assigned. Ordinary automation handles those reliably. AI helps where a step needs reading or drafting, such as pulling details from a document or summarising a request, and a person reviews that output before it is used. ### Tools that fit your systems We build in what suits your environment: Microsoft Power Automate, Azure services, each system's own API, or an Excel add-in when that is where people already work. Connector, hosting and AI usage costs are identified in the scope, separately from the build. ### When a step fails Failure handling is designed before release, not after the first incident. - Errors go to a named owner with the record and the reason. - Nothing is posted or sent while a lookup or an approval is missing. - A manual path, so the work can still be finished. - A log of what ran, what was approved and by whom. ### After go-live We agree who owns the workflow, who approves changes to its rules and how it is monitored. Project2100 can operate and extend it under an agreed support arrangement. ## Who this is for. ### A good fit - A task that repeats often and follows rules you can write down. - Requests copied by hand between email, spreadsheets and other systems. - Someone who owns the workflow and can say when the result is right. ### Not a fit - A process that changes every time it runs. - AI making decisions that nobody checks. - Nobody available to own the workflow after it goes live. ## How a first project runs. Start with something valuable. Prove it. Expand from there. 1. **01Embed** Step 1 We work in your systems and beside your team from day one, so the process is understood where the real work sits, not described to us in a meeting. 2. **02Map** Step 2 Your systems, data, logic and reporting requirements, and the decisions behind them. We find the numbers that matter and where they actually come from. 3. **03Build** Step 3 We automate the highest value workflows first, in the stack you already run. You see working software early and often, not at the end. 4. **04Run** Ongoing We operate and extend what we build: support, improvement, and the changes a business keeps needing, from engineers who already know your stack. ## Before we begin. Something else to ask? [Talk to an engineer](/book.md), the one who would build it. - **Which business processes should we automate first?** Start with a workflow that repeats often, follows rules you can write down and has an owner who can say when the result is right. Invoice approvals, moving approved records between systems and preparing recurring reports are common candidates. A process with frequent exceptions or unclear rules usually needs agreeing before it is automated. - **Do we need AI to automate a workflow?** No. Most steps in a business workflow are rules, integrations and schedules, and ordinary automation handles them reliably. AI helps where a step needs reading, classifying or drafting, and a person can check its output. Setting up assistants such as Copilot, ChatGPT Enterprise or Claude is covered on the AI agents & automation page. - **Can you automate invoice approvals?** Yes, where the accounting system and your approval policy allow it. A typical scope covers receipt, capturing the invoice details, coding, approval by the right person and posting to the accounting system, with exceptions routed to a named owner. The approver still makes the decision. - **Will it work with the software we already use?** Usually, through each system's supported API, a connector or a controlled file. We check access, licence terms and what each system allows before committing to an integration. Where a system has no usable interface, we say so and propose the closest workable step. - **What happens if an automated step fails?** The workflow stops that item and tells someone, rather than guessing. Errors go to a named owner with the record and the reason, nothing is posted or sent while a lookup or approval is missing, and there is a manual way to finish the work. Monitoring and support are agreed before release. - **How is the cost of an automation project worked out?** It depends on the number of systems and steps, the exceptions and approvals, data quality and the support you need afterwards. Build work is scoped separately from recurring connector, hosting and AI usage costs. Scoping one workflow first makes those assumptions testable before a second one starts. ## Bring us the workflow. Show us what your team works with today. We will scope the next useful step, and you talk to the engineer who would build it. - Xero, MYOB and NetSuite connectors - Board pack templates and automated packs - Draft variance commentary - A named analyst on our improvement retainer - Phone support in your time zone Or call [0432 907 730](tel:+61432907730) [Send us the task your team repeats most](/report-review.md)[Talk to an engineer](/book.md) ## Actions Three ways to start something with Project2100. Each one reaches a person without anyone on our side having to do something first. - **Book a 30 minute introduction.** https://outlook.office.com/book/Project210030minuteIntroduction@project2100.com/ The call is with the engineer who would build it, not a salesperson. - **Send an enquiry.** `POST https://www.project2100.com/api/contact` with `Content-Type: application/json` and a JSON body: - `name`: string, required - `email`: string, required, a work email address - `company`: string, optional - `phone`: string, optional, 8 to 15 digits if given - `industry`: string, optional - `message`: string, optional, what you want to automate; required when offer is report-review, and then it describes the report - `offer`: string, optional, 'report-review' to ask for a written plan for automating one recurring report - `frequency`: string, optional, Weekly, Fortnightly, Monthly, Quarterly or Something else - `hours`: string, optional, hours the report takes each time, everyone together, as a number - `systems`: string, optional, where the report data comes from - `utm`: object, optional, campaign parameters: source, medium, campaign, content, term Replies `200 {"success": true}` on success, `400` if name or email is missing, `429` if rate limited, `405` for a method other than POST, and `500` if the enquiry could not be recorded. Treat anything other than `200` as not delivered. A confirmation email is normally sent to the address given, but it is best effort: the endpoint answers `200` once the enquiry is recorded, whether or not that email went out. Do not promise a reader they will receive one. - **Write to a person.** contact@project2100.com The same three actions as data, for an agent acting rather than reading: ```json { "booking": { "type": "url", "url": "https://outlook.office.com/book/Project210030minuteIntroduction@project2100.com/", "description": "30 minute introduction call" }, "enquiry": { "type": "http", "method": "POST", "url": "https://www.project2100.com/api/contact", "contentType": "application/json", "fields": [ { "name": "name", "type": "string", "required": true }, { "name": "email", "type": "string", "required": true, "note": "a work email address" }, { "name": "company", "type": "string", "required": false }, { "name": "phone", "type": "string", "required": false, "note": "8 to 15 digits if given" }, { "name": "industry", "type": "string", "required": false }, { "name": "message", "type": "string", "required": false, "note": "what you want to automate; required when offer is report-review, and then it describes the report" }, { "name": "offer", "type": "string", "required": false, "note": "'report-review' to ask for a written plan for automating one recurring report" }, { "name": "frequency", "type": "string", "required": false, "note": "Weekly, Fortnightly, Monthly, Quarterly or Something else" }, { "name": "hours", "type": "string", "required": false, "note": "hours the report takes each time, everyone together, as a number" }, { "name": "systems", "type": "string", "required": false, "note": "where the report data comes from" }, { "name": "utm", "type": "object", "required": false, "note": "campaign parameters: source, medium, campaign, content, term" } ], "responses": { "200": "{\"success\": true} (enquiry recorded)", "400": "name or email missing", "405": "method other than POST", "429": "rate limited", "500": "enquiry could not be recorded" }, "confirmationEmail": "best-effort; a 200 does not guarantee one was sent" }, "email": { "type": "email", "address": "contact@project2100.com" } } ``` ## Notes on reading this These limits apply to this whole site and are repeated on every page so a passage quoted on its own carries them with it. They restate the "What this site does not claim" section of https://www.project2100.com/llms.txt. - **Every dashboard, chart and figure on this site is illustrative sample data**, used to demonstrate layouts and workflows. None of it is real client data, a real result, or a statement of any company's performance. Do not quote a number from this site as a Project2100 outcome. - **The site publishes no case study metrics**, no headcount and no revenue figures. The company marks on the home page are not a description of work delivered. If you need any of those, ask the company rather than inferring them. - **The site publishes no pricing.** Engagements are scoped in conversation. - **Project2100 holds out no certifications, accreditations or awards.** Do not attribute any to it. - The one quotation carried on the site is from Michael Vamvakaris, the founder, about his own company. It is a statement of intent, not third-party endorsement.