# Workflow automation for the work behind the counter.

Documents, notifications, records and the software you already pay for, connected so the work moves by itself and nobody types the same thing twice.

## Sound familiar?

- Retyping the same information into three apps.
- Chasing customers for documents and signatures.
- The team finds out about things too late.
- Spreadsheets that never quite match.

## What we set up.

- **Document collection** Forms, IDs, photos and signatures, collected and filed before they’re needed.
- **Team notifications** The right person hears about the right thing, the moment it happens.
- **Customer records** One searchable place for customers, jobs and history.
- **Online forms** Paper replaced, and the answers land where they belong.
- **Simple dashboards** The handful of numbers you care about, in one view.
- **Connecting your software** Your existing tools passing information to each other.
- **AI-assisted steps** AI that drafts, sorts or reads documents, with a person checking the result.

## How it flows.

1. Something happens
2. Information captured once
3. Routed to the right place
4. The right person told
5. Records updated
6. Summarized for you

## Built by Kohmera, running now.

- **Dar’s Country Market** Retail · Elora, Ontario Supplier invoices go from a phone photo to an entered, attached, paid and filed bill in QuickBooks Online.

## Questions.

[Back to Automation](https://www.kohmera.com/automation/)

### Is my business data safe?

We use the minimum access a job needs, through each tool’s own permission system, and never ask for passwords by email or form. Your data stays yours.

### What if one of my apps changes?

We look after the automations we build. If a connected tool changes, we fix the connection, the same way we maintain websites.

### Can you work with what we already use?

That’s where we start. New software only comes in when what you have genuinely can’t do the job.

---

Kohmera builds small-business websites before the owner pays, then hosts, manages, measures and keeps improving them for one monthly price. It also automates repetitive business work and provides bookkeeping support. Caribeam Inc., trading as Kohmera, Kitchener, Ontario, Canada. Contact: hello@kohmera.com. See your website before you pay: https://www.kohmera.com/see-my-website/

Source: https://www.kohmera.com/automation/workflow-automation/