Business process automation
We connect the tools you already use so information moves between them without copy and paste.
The problem
Someone opens a file, copies values, pastes them into a sheet, sends a message and checks again. Done by hand, something always slips: a record not updated, a notice that never arrived.
What can be automated
- Electronic invoices that sort themselves into a spreadsheet.
- Records that update without anyone touching them.
- Notices that arrive when they should.
- Detection of missing data and routing those cases to human review.
- Decision rules: if A happens, do B; otherwise alert a person.
Do you sort SRI electronic invoices for several clients? Work out your price →
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How it works
We map the current process with you, step by step, including exceptions.
We turn it into a workflow with inputs, rules, conditions and error handling.
We test it with sample data until the rules behave as you expect.
We activate it with limited permissions and keep a log of what each run did.
Applications that could be involved
- Google Drive and Google Sheets
- Automation platforms or custom code
- Applications with APIs or webhooks
Information it handles
- Process documents and files
- Extracted fields (date, amount, client, status)
- Business rules we define with you
- Execution and error log
What needs human approval
- Cases with missing or inconsistent data
- Actions that cannot be undone
- Any official submission to third parties or public bodies
Important: Integrations are possibilities subject to each provider’s APIs, permissions and capabilities. We do not promise universal compatibility.
What can be measured
- Tasks completed without manual intervention
- Cases sent to review and why
- Errors per run
- Time from receipt to record
Related demo
Document, administrative and financial dashboard →
Demo with fictional data. Nothing is saved or sent.
Industries where it applies
Accounting and administrative offices · Service companies · Retail and SMEs
Related services
Application and CRM integrations · Business dashboards and reports · AI agents
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