Operational Process Automation

We automate critical processes, reducing costs and errors. Fast implementation, robust integrations, and local support in Portugal.

51%

Of SMEs have outdated processes

40-60%

Of productive time consumed by repetitive tasks

4-6 months

Typical return on investment

What we can automate

Mapping and digitising workflows with automation for different areas of your business.

Sales & Commercial

  • Behaviour-based intelligent follow-ups
  • Automatic proposal and contract dispatch
  • Hot opportunity alerts
  • Automatic CRM pipeline updates

Finance

  • Recurring automatic invoicing
  • Automatic escalation collections
  • Automatic bank reconciliation
  • Automatically prepared tax reports

Operations

  • Document management with OCR
  • Approval workflows (holidays, expenses, purchases)
  • Periodic automatic reports
  • System synchronisation (ERP ↔ CRM)

Native Integrations

  • CRMs: Salesforce, Pipedrive, HubSpot, Zoho
  • ERPs: SAP, PHC, Primavera, Sage
  • Communication: Gmail, Outlook, WhatsApp, Slack, Teams
  • Payments: Stripe, PayPal, Multibanco, MB WAY

Marketing

  • Campaign segmentation and dispatch
  • Lead nurturing with personalised content
  • Performance analysis and reports
  • Automated social media management

Typical ROI

4-8 hours/day recovered per employee
65% reduction in human errors
30-50% operational cost reduction
100% traceability and audit
Return on investment: 4-6 months

How we work

A structured process to ensure predictable results.

01

Mapping

We identify current manual processes in your business.

02

Design

We create an optimised automated flow.

03

Connectors

We integrate all systems (API, webhooks, Zapier, Make, N8N).

04

Testing

We validate with real scenarios that everything is correct and secure.

05

Deploy

Implementation without operational disruption.

06

Monitoring

Real-time dashboards + alerts.

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