Process automation

Process automation sets up a task to run when a condition is met, such as recording an order or notifying a customer. We connect compatible tools to reduce repetitive manual entry.

Less copy-paste, more time to think.

1
process at a time

The repetitive work gets automated, starting with whatever eats the most time.

0
duplicate spreadsheets

Data moves between systems with no manual entry.

Log
of every run

You know what happened, when and why.

Human
on exceptions

A person decides the unusual cases.

Processes worth automating.

Orders to admin

An order in the store generates the invoice and updates stock without anyone touching anything.

Reminders and notices

Follow-ups, due dates and confirmations at exactly the right time.

Reports

The day's numbers in your inbox, built from your data.

New customer sign-ups

From the form to the CRM to the welcome message, in a single flow.

Syncing

The same catalog and prices on every channel.

Checks

Alerts when a number doesn't add up.

How to automate without breaking anything.

  1. 01Week 1

    Map

    We draw how it's done today, step by step.

  2. 02Week 1

    Choose

    We prioritize by time saved and risk.

  3. 03Weeks 2–3

    Build

    We build the flow and test it with real test data.

  4. 04Week 4

    Go live

    It runs in parallel with the manual process.

  5. 05Ongoing

    Monitor

    Monitoring and adjustments with response times in writing.

When automating isn't worth it.

If a process changes every week or depends on judgment case by case, automating it first creates more work than it saves. First you organize and write it down; then you automate.

It's also worth waiting if the volume is very low: sometimes a good spreadsheet is enough. We say so in the diagnosis, before proposing anything.

One order, zero manual entry

Trigger it and watch how the information travels between tools.

New orderThe store receives a purchase
SpreadsheetThe order is logged
WarehouseThe packing notice arrives
CustomerGets the email with tracking
LogEverything is recorded

Automation example. Each real flow is designed around the tools you already use.

Common examples

  • New order in the store → entry in the spreadsheet, notice to the warehouse and email to the customer.
  • Web form → lead in the CRM with scheduled follow-up.
  • Invoice issued → organized file and reconciliation.
  • Low stock → alert and restock proposal.
  • Reviews and inquiries → weekly summary for the team.

Automation or AI agent

An automation follows fixed rules: if A happens, do B. An AI agent interprets information that doesn't come organized, like an email or a photo. Many projects combine both: rules for the predictable and agents for whatever needs judgment.

How we start

  1. We map the process as it happens today.
  2. We measure time and errors.
  3. We start with a frequent, measurable task that can be tested with appropriate risk controls.
  4. We document it and leave alerts in case something fails.

Tools we usually connect

  • Stores: Shopify, Tiendanube and custom builds.
  • Spreadsheets and databases.
  • CRM and email.
  • Messaging and forms.
  • Invoicing and management.

How we know it worked

We measure hours of manual entry and errors before and after. If an automation doesn't save time or adds errors, it gets adjusted or switched off.

Frequently asked questions

Do I have to change my tools?

We first review your current tools and available integrations. If changing one makes sense, we explain the costs and alternatives before a decision.

What happens if an automation fails?

We leave logs and alerts. If you hire support, we monitor the runs and fix failures.

Which process should I automate first?

The one that takes the most time, has clear rules and repeats often.

What happens if something fails?

Every run leaves a record and exceptions go to a person.

Do I need to change my tools?

Generally no: we connect the ones you already use.

Shall we talk?

Tell us what you need and we'll reply with a concrete proposal, with scope and phases.

Bring what you want to break.

Custom websites, ecommerce and teams of AI agents. We answer with a concrete proposal.

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