How to choose your first workflow to automate
A practical way to separate frustrating tasks from improvements that may justify their cost.
Preparation checklist
Before you write.
Five questions that help us give you a concrete first answer.
- Which process do you want to improve, and who is involved?
- Which tools does it run on today? Spreadsheets, email, a specific program…
- How often does it repeat each week or month?
- Where does it get stuck or go wrong most often?
- Is there a date or a reason that makes it urgent?
Frequent questions
What people usually ask.
Who do you work with?
Small, medium and large businesses. We start with one specific process and agree on a scope tailored to their needs.
Which languages?
English and Spanish. Day-to-day communication is in writing.
How do we start?
Email us about the process you want to improve. We will review your requirements and prepare a proposal with a written scope and terms.
Do prices include tax?
No. Prices are indicative and exclude taxes and third-party licences.
Do the demos use real data?
No. Every name, amount and date in the demos is synthetic and processed only in your browser.
What a simple enquiry tracking workflow needs
A useful view starts with ownership, stage and next action, rather than an endless list of fields.
Before automating, define what should happen
Define inputs, owners and acceptance checks before choosing software to improve a workflow.
Connect your tools while keeping control
How to connect applications, prevent duplicates and keep failures and recovery visible.
Contact
Tell us which process you want to improve.
[email protected]
Write from your own email. We reply in writing, in English or Spanish.