Workflow Automation

Smart Memo
Intelligent Workflow Automation

Replace paper memos, approval email chains, and manual follow-ups with a single intelligent platform. Smart Memo routes documents automatically, tracks every decision, and integrates natively with Microsoft 365.

The Paper Memo Problem

  • Memos lost in physical in-trays or email inboxes
  • No visibility into where a document is in the approval chain
  • Approvals blocked when key signatories travel or are unavailable
  • No audit trail for compliance and internal audit teams
  • Manual follow-up consuming hours of administrative time
  • Sensitive documents passed around without access controls

The Smart Memo Solution

  • Every memo tracked from creation to final sign-off
  • Real-time status visible to initiator and supervisors
  • Automatic escalation when SLA timers expire
  • Immutable audit trail timestamped to the second
  • Automated notifications eliminate manual chasing
  • Role-based access controls protect sensitive content
Platform Capabilities

Everything You Need to Go Paperless

Smart Memo handles every step of the internal document lifecycle — from creation and routing through approval, archiving, and compliance reporting.

Digital Memo Creation

Create structured internal memos with rich formatting, attachments, and categorisation — replacing paper forms and email threads with a single, trackable workflow.

Intelligent Routing

Configure multi-level approval chains based on document type, department, or value thresholds. Memos are automatically routed to the right approvers — no manual chasing.

Multi-level Approvals

Parallel or sequential approval workflows with full audit trail. Each approver can approve, reject, or return for revision — with mandatory comments for accountability.

Microsoft 365 Integration

Deep integration with Outlook, Teams, and SharePoint. Receive approval notifications in Teams, access documents in SharePoint, and sign off directly from Outlook.

Searchable Audit Trail

Every action — creation, routing, approval, rejection — is timestamped and searchable. Compliance and audit teams get instant visibility without manual paper records.

Escalation & Reminders

Configurable SLA timers automatically escalate overdue approvals and send reminders. No memo gets lost in an inbox or blocked by an absent approver.

Role-based Access Control

Granular permissions ensure staff see only what they need. Sensitive memos — HR, finance, legal — are restricted to authorised personnel with full access logging.

Analytics & Reports

Dashboard insights on processing times, bottlenecks, and approval rates. Generate compliance reports for internal audit or regulatory requirements in one click.

Who Uses Smart Memo

Built for Kenya's Key Sectors

Government & Parastatals

Replace slow, paper-based memo processes with digital workflows that meet public sector transparency and audit requirements.

Financial Services

Streamline credit approvals, procurement authorisations, and policy sign-offs with a compliant, auditable digital trail.

NGOs & Development Agencies

Manage donor approvals, programme authorisations, and partner communications with structured, traceable workflows.

Universities & Schools

Digitise academic administration — from leave approvals and procurement memos to research grant authorisations.

Pricing

Simple, Transparent Pricing

KES pricing available — contact us for a localised quote. All plans include onboarding support from our Nairobi team.

Starter

For small teams getting started with digital workflows.

$99 /month
  • Up to 25 users
  • Basic memo templates
  • Linear approval chains
  • Email notifications
  • Standard reporting
  • 7-day support
Get Started

Business

For growing organisations with complex approval needs.

$499 /month
  • Up to 200 users
  • Custom memo templates
  • Parallel & sequential approvals
  • Microsoft 365 integration
  • SLA timers & escalation
  • Advanced analytics
  • Priority support
Get Started

Enterprise

For large institutions needing full control and customisation.

$999 /month
  • Unlimited users
  • Fully custom workflows
  • SharePoint & Teams deep integration
  • SSO & advanced RBAC
  • API access & custom integrations
  • Dedicated account manager
  • 24/7 support
  • On-premises option available
Contact Sales

Self-hosted perpetual licence also available — contact sales for details.

Ready to Eliminate Paper Workflows?

Our Nairobi team will walk you through Smart Memo and configure a pilot workflow tailored to your organisation's approval processes.