Business process automation for SMBs

Process automation means that your company's repetitive work (the kind that always follows the same steps) is carried out by a system instead of a person. Data moves on its own from one tool to another, documents are read and recorded as they arrive and every follow-up goes out on time, without depending on anyone's memory.

It isn't about installing new software. It's about connecting what you already have and taking human hands off the steps that add no judgement.

Which processes we automate

These are the processes where our clients recover the most hours. Almost every SMB has at least three of them.

Administration

• Moving data between platforms: from the web form to the CRM, from the CRM to the ERP, from the ERP to management's spreadsheet.
• Onboarding clients and suppliers with all their documents verified.
• Filing documents automatically in the right folder, with the right name.

Sales

• An immediate reply to every lead, by email or WhatsApp, at any time.
• Scheduled sales follow-ups so no opportunity goes cold.
• Quotes generated from the CRM in minutes, not hours.

Invoicing

• Reading supplier invoices that arrive in the mailbox and entering them in the ERP.
• From order to issued invoice without retyping data.
• Late-payment reminders and payment reconciliation.

Customer service

• Sorting the shared mailbox: each email reaches the person who should handle it.
• Answers to frequent questions using the client's real data.
• Handover to the team, with the case already summarised, when a person is needed.

How we work

1. 01

   Free audit

   A 30 to 45-minute session to understand how your team works and find where the hours go. You get a map of automatable processes ranked by impact.

2. 02

   Design

   We define exactly what gets automated, how and what it costs. Fixed price before we touch anything.

3. 03

   Implementation

   We build on your tools, test with real cases and go live in phases, starting with what saves the most.

4. 04

   Continuous optimisation

   We measure the hours recovered, fix incidents and adjust the rules when your process changes.

The detail of each phase, with what we ask and what you get, is in how we work.

Which tools

We automate on top of what your team already uses: Odoo, Holded and other ERPs; HubSpot, Salesforce and most CRMs; Gmail and Outlook; Google Drive, SharePoint and Excel; WhatsApp Business; and any system with an API, a data export or, at the very least, email.

To orchestrate the workflows we use n8n and our own services, and language models from OpenAI and Anthropic where AI brings measurable savings: reading a document, understanding an email or drafting a reply.

What changes day to day

Your team's work still happens in their usual tools. What disappears are the steps in between: copying, pasting, renaming, remembering.

Each automation has a dashboard where you see what it did, how many times and with what result. And when it hits a case it can't resolve (an unreadable invoice, a client that doesn't exist), it doesn't guess: it leaves it in an exceptions inbox with all the context so you can decide in seconds.

When automation isn't worth it

We'll tell you in the audit, even if it means not doing the project:

• When the task takes so few hours that the automation would take years to pay for itself.
• When the process changes every week: it's better to stabilise it first.
• When your current software already solves it with a native feature nobody has switched on.

If you want to work out first what repetitive work costs you today, use the savings calculator.

Automation or digital employee

An automation follows fixed rules: if this happens, do that. It works very well when the process is always the same. When each case needs reading, interpreting and choosing between options (a client email with three mixed requests, a file with incomplete documents), what fits is a digital employee: an AI agent with a defined role that decides within limits and asks for your approval on anything important.

In many projects both live side by side: the automation moves the data and the digital employee handles what needs judgement.