Business process automation

MakeBeacon automates repeatable business tasks such as collecting information, updating records, preparing reports, and notifying the right people. Each workflow is designed around your existing process, including its rules, exceptions, and points where a person needs to review or approve an action.

Repeated copying, checking, and follow-up can take time away from work that needs people’s attention. MakeBeacon identifies suitable steps for automation and connects them into a workflow with clear inputs, rules, outcomes, and exception handling. A project might automate document or form processing, routine data updates, scheduled reports, notifications, or handoffs between existing systems. The workflow is built to make its actions visible, record errors, and route cases that need human review instead of silently skipping them. The scope is agreed around the systems involved, the access they provide, and the level of human review the process requires. MakeBeacon delivers the configured automation with operating and handover instructions.

Problems this solves

• Staff repeatedly copy the same information between tools.
• Routine updates or reminders depend on someone remembering to do them.
• Reports require the same manual steps every day, week, or month.
• Requests move between people without clear status or ownership.
• A process has predictable rules but still requires repetitive manual handling.
• Errors are difficult to find because automated or manual steps are not recorded.
• Exceptions need review but are mixed in with routine cases.

What is included

• Review of the current process and its repetitive steps.
• Identification of rules, inputs, exceptions, and approval points.
• Automation of agreed tasks and system handoffs.
• Integration with available APIs or approved automation tools.
• Scheduling or event-based workflow triggers, as scoped.
• Notifications and routing for defined outcomes.
• Error logging and handling for failed or exceptional cases.
• Operating instructions and handover documentation.

Typical deliverables

• Working automation for the agreed workflow.
• Workflow map showing triggers, steps, and decision points.
• Source code or configuration files, where applicable.
• Setup and operating instructions.
• Exception and error-handling notes.
• Handover documentation for maintaining the workflow.

Technologies & tools

• Python
• Pandas
• openpyxl
• NumPy
• CSV and Excel file formats
• JSON
• Requests and REST APIs, where required
• SQLite, where local data storage is needed
• Windows Task Scheduler or cron, where appropriate