Process automation
Systems for organising the activity and automating processes for sales, facilities and back-office work teams.
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Objectives and tools
Systems aimed at automating sales and installation work team activity.
Automate
your processes
Automate part of your processes for more efficiency and to ensure that information travels between different areas of the company autonomously.
Advantages:
workflows
repetitive tasks
automation
operation efficiency
avoid human errors
And much more…
01
Identify automatable areas
Many company processes can be automated
02
Define how and between which points the information should travel
Define the information workflows between systems
03
Implement efficient systems
Use tools that manage the automation of your processes
04
Follow up
Manage and control the proper functioning of your automations
Automation
Back office process
Robotise your repetitive business flows and increase ROI
Organisations spend a lot of time performing repetitive tasks (moving files or directories, opening and sending emails, moving data between systems, filling in forms, manipulating or mixing data).
- Identify manual tasks that are repetitive, time consuming, and lead to failure.
- We design automation flows.
- We deploy the necessary automation to launch or schedule flows, monitoring their correct execution.
AI-powered ticket/invoice reading
Our platforms incorporate the ability to automate mechanics based on an invoice, ticket, or image that a customer uploads through different systems.
We’ve created integrations with OCR and OpenAI to automatically extract process and establish flows based on the extracted data.
With this tool, you can scan your receipts and invoices to extract information such as the name of the business, the amount, the date, and the details of the products purchased, quantities and expenses.
Automation between systems
Integrate your e-commerce sales processes with your CRM
Integrate stocks and manage reservations from spaces outside your e-commerce.
Manage your database collected from different digital spaces
Manage e-permissions
Audiences
Forms with CRM, ERP, etc.
Synchronise data between your key systems
Customer
satisfaction
Process
standardisation
Control
standardisation
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