Process automation
Your team spends hours on tasks that repeat: copying data, checking emails, updating spreadsheets or sending the same notifications. Automating them frees up that time and reduces copying errors.
Who it is useful for
Shops, practices, workshops and small businesses that use several programs (online store, management software, email, Excel) and move information between them by hand.
Use cases
- Recording orders that arrive by email in your management software
- Sending automatic notifications when an order or appointment changes status
- Syncing customers and products between the online store and the ERP
- Preparing a weekly report with data from several sources
- Keeping a log of everything that has been done, to check whenever you want
How we do it
We go through the process with you step by step, choose the tool that fits best (an automation platform or our own code), build it in stages and test it with real cases before handing it over.
To estimate it we need
- Which task you want to automate and how often it happens
- Which programs are involved
- A sample of the data (without sensitive information)
- Who should receive the notifications or results