Sales, CRM and WhatsApp
Every contact from your website, email or WhatsApp enters the CRM with its context, is assigned and gets automatic follow-up.
PurposeThe lead reaches the right person, with no copying of data.
Process automation
Business process automation
Invoices, email, orders, CRM or reports: we connect your tools and let AI handle the repetitive work, with a person reviewing what matters.
Input
Decision
Action
Completed
- Connected tools
- Human control
- Measurable results
Possible applications
Where automation creates value
Invoices and documents
We read invoices, delivery notes and documents, extract the data and send it to your ERP, accounting software or spreadsheet.
PurposeNo manual data entry, and every document filed.
Email and requests
We sort incoming email, draft replies and turn each request into a task, an order or a quote.
PurposeNothing is left unanswered in the inbox.
Reports and dashboards
Data from your tools brought together in reports and dashboards (Power BI, Looker Studio or Excel) that update themselves.
PurposeDecisions made on current data, without rebuilding the report every week.
In person and online
Let’s find the right starting point.
We help you decide whether your business needs training, consulting or a tailored solution. Tell us how you work and what you want to improve.
Before we begin
Questions about process automation
Which processes should we automate first?
Processes that repeat often, follow clear rules and create delays or errors. We map the current workflow before deciding where automation is worthwhile.
Can you connect the tools we already use?
Usually, yes. We review the APIs and permissions of your CRM, email, forms, spreadsheets, databases or ERP before proposing the workflow.
Does automation replace the team?
The goal is to remove repetitive steps and keep people in decisions, exceptions and customer conversations where judgement matters.
What happens if an automation fails?
We design logs, alerts, retries and manual fallback points so the team can see what happened and recover the process.
How do we measure whether it works?
We agree indicators such as processing time, errors, response time or manual steps, then compare them after launch.
Which process is taking too much time?
Show us the current workflow. We will tell you what is worth automating and what should remain human.
Discuss a process