Automating your company's manual processes

The problem

A large share of many teams' day goes to tasks that require no decision: typing in two places what arrived by email, checking spreadsheet against system, generating an invoice and notifying the client. Beyond the hours, manual process means human error.

Automation moves that work to software: the routine runs on schedule, crosses the data, generates the document, sends the message and logs what it did.

When this solution fits

• The same information is typed into more than one system or spreadsheet
• Recurring reports are built by hand every week or month
• Client notifications depend on someone remembering
• Cross-checks between systems are done by eye and errors slip through
• Processes stop when the person who "knows how" is on vacation

How Index Group works

We map routines with the people who run them and prioritize by hours consumed and error risk. Each automation is tested in parallel with the manual process before taking over.

We automate document and PDF generation, WhatsApp and email sending, system-to-system sync via API, spreadsheet imports and scheduled routines — all with execution logs.