New records and data handoffs
Collect a request, check the required fields and prepare a record in another tool. Reduce the need to enter the same information more than once.
Systems
for a working tomorrow
Solutions / 001 / Automation
Business process automation for teams moving information manually between emails, documents and applications. We start with one workflow and measure what changes.
Explore my process
The next task, where it belongs.
Automation makes sense when a task repeats, its rules can be explained and there is a way to check that the work is done correctly.
Collect a request, check the required fields and prepare a record in another tool. Reduce the need to enter the same information more than once.
Assign the next action, notify the person responsible and keep pending work visible. Exceptions still need a clear path to resolution.
Organise inputs, gather information and prepare an output for review. When variable text needs interpretation, we assess where artificial intelligence could help.
Method
Before building, we check what your existing software can do and which access it allows. We agree on a small scope, responsibilities and acceptance criteria.
How to choose your first automationWe include the time spent reviewing outputs, resolving incidents and maintaining the connection. The goal is to improve the whole workflow, including the work around the automation.
A professional assessment defines what is worth testing. Implementation and ongoing operation are agreed in writing, based on your tools and dependencies.
Scope and working arrangementsWe first review the features and connections in your existing system. An update or an available configuration may be enough. Compatibility is checked against the version and permissions of your installation.
No. A configuration or integration may be enough for tasks with clear rules. We consider AI when variable information needs interpretation and its answers can be evaluated. This guide explains the difference.
Yes. We offer in-person collaboration in Gijón and Madrid, and remote services across the rest of Spain and Latin America. Access to tools, contacts and working sessions are agreed as part of the scope.
It depends on the systems, permissions, volume, exceptions and operational needs. We agree on scope, price and schedule before paid work begins. The visual process assessment is free and provides initial guidance without registration.
Explore the workflow and the questions to answer before automating it.