Remove the work between the work.
Most lost time sits in the gaps between systems — rekeying, chasing approvals, moving information by hand.
Who it's for
In most businesses the biggest time losses aren't inside any one system — they're in the gaps between them. Details are rekeyed from email into the CRM, from the CRM into accounting, and from there into a spreadsheet someone keeps on the side. Approvals wait in inboxes. Handovers depend on someone remembering.
3xRMD Flow connects those systems and automates the steps between them. Where a step needs interpretation — reading a document, classifying a request, drafting a response — AI handles it. Where a step needs a decision, a person approves it. The process keeps moving either way, and actions are recorded.
What it handles
- Workflow automation
- System integration
- Approvals
- Notifications
- Data entry
- Document processing
- Onboarding
- CRM and accounting integration
- Sales-to-operations processes
What it looks like in practice
Illustrative examples of how this works day to day.
Sales-to-delivery handover
A deal marked as won creates the job, the project folder, the tasks and the notifications, with the details carried across from the CRM rather than retyped.
Document processing
Supplier invoices or forms arriving by email are read, classified, matched to the right record and prepared for approval.
Onboarding
A new client or staff member triggers the accounts, records and checklists they need from a single starting point, so no step is missed.
Designed around your business
Every workflow starts with mapping how the process really runs today, including the exceptions. Automations use least-privilege access, include approval steps wherever a person should decide, and log what they do where practical, so you can see what happened and why.
How it gets built
The same six stages apply whichever area you start with. See how it works.
- 01
Discover
Find where time is being lost.
- 02
Design
Build the improved process.
- 03
Connect
Integrate the systems and information required.
- 04
Build & Test
Develop the agent or automation and test real-world scenarios.
- 05
Launch
Deploy through a controlled rollout.
- 06
Improve
Measure, optimise and continuously improve.
3xRMD Flow: common questions
Which systems can you connect?
Common examples include Microsoft 365, Teams, SharePoint, Salesforce, HubSpot, Close, Xero, MYOB, ServiceNow and Autotask. Most systems that offer an API can be connected.
What makes a process worth automating?
Work that is repetitive, follows clear rules and involves moving information between systems by hand — rekeying, chasing approvals, sending the same notifications. Discovery starts by finding where that time is being lost.
Can people still approve things?
Yes. Approval steps are built in wherever a decision needs a person, and actions are logged where practical so you can see what happened and why.
What could your business do more of?
Tell us where your team is spending time on repetitive work. We'll explore whether AI and automation can do it differently.