FOR YOUR TEAM
Turn messages, documents and CRM updates into the next useful action. Automate routine checks, preserve human approvals and keep records consistent across your existing tools.
WHAT THIS CAN LOOK LIKE
An application arrives with supporting documents. MyFalcon extracts the required information, identifies missing evidence, updates the CRM and prepares the case for a named reviewer.
EXAMPLE WORKFLOWS
Each workflow is designed around your existing systems, information, staff and approval rules.
An inbox receives forms, contracts, invoices or supporting documents.
Extract fields, check references and completeness against your rules, and flag anything needing attention.
Structured information in the right system and a clear queue of exceptions.
A customer has not received a reply or a sales enquiry needs action.
Check approved account context, prepare relevant follow-ups and route messages for approval where required.
Timely communication and a current CRM record.
Your business needs to find prospects, relevant tenders or changes in your market.
Collect information from agreed sources, match it to your criteria, remove duplication and prioritise findings.
A usable shortlist or digest, with the next action assigned. Market-intelligence example: hub.myfalcon.co.uk.
A new opportunity becomes a customer or project.
Check requirements, build a handover, request missing documents and create tasks for the right people.
A consistent onboarding journey with less manual coordination.
A colleague needs to understand a policy, customer issue or process.
Use authorised company knowledge, existing records and business rules to provide context and initiate permitted tasks.
Relevant answers and actions inside the tools the team already uses.
MyFalcon's proprietary, reusable platform can connect approved business knowledge, the tools you already have, rules-based automation and AI where useful. Your team stays involved in decisions that require judgement. We agree permissions, configuration, training and costs before activation.
YOUR NEXT STEP
Tell us which process you want to improve. Activation usually means choosing a proven MyFalcon workflow, tailoring its rules and connections to your business, testing the result and training your team to use it. Most standard activations target around two weeks, with safeguards and approvals built in. Once live, you can use the platform free for 14 days. Subscriptions start at £25 per seat per month, typically £35–£40 with support. Activation and third-party costs are agreed separately; bespoke development is only scoped when a genuinely new requirement calls for it.
