Services / 02

Automation and
integrations.

We reduce manual activities, duplication and errors by connecting tools, data and people in reliable and controllable flows.

Explore interventions →

The problem

If people copy data,
the process needs to be rethought.

Let's map what actually happens, including exceptions and responsibilities. Only then do we design workflows with n8n, Make or custom solutions.

Leads and sales

Acquisition, qualification, CRM, follow-up and notifications.

Documents

Generation, collection, archiving and distribution.

Data synchronization

Connection between modules, databases, management systems and dashboards.

Internal procedures

Administrative, commercial and operational workflows.

Method

Automate without
losing control.

01 — Mapping

Actors, steps, times, errors and exceptions.

02 — Priority

Expected value, frequency, risk and complexity.

03 — Implementation

Flow, integrations, logs, tests and error management.

04 — Adoption

Documentation, training and monitoring.

A good first step

If the perimeter is not yet clear, let's start from a single high impact process and measure the result before extending the automation.

Interventions that can be activated

One process at a time,
with a common direction.

Let's start from the activities with the highest frequency, cost or risk. The flow is documented, tested for exceptions and made controllable by the responsible people.

01CommercialLead, CRM and follow-up

We connect acquisition, qualification and commercial activities to avoid dispersed or contacts that are scattered or handled too late.

Automations

  • Lead collection and deduplication
  • Assignments, reminders and notifications
  • Emails, appointments and CRM update

Control

Statuses, responsibilities and times remain visible; sensitive steps require human confirmation.

02Back officeDocuments and procedures

We reduce repeated compilations and manual steps in the production, collection and archiving of documents.

Automations

  • Generation from templates and verified data
  • Collection of signatures, attachments and approvals
  • Automatic archiving and distribution

Result

Fewer inconsistent copies, greater traceability and easier procedures to transfer between people.

03Data and systemsApplication integrations

We make modules, CRM, management systems, databases and external services communicate, avoiding re-insertions and manual reconciliation.

Activities

  • Analysis of APIs, formats and data responsibilities
  • Synchronizations and transformation rules
  • Queues, checks and error management

Technologies

n8n, Make, webhooks, APIs or custom components, chosen based on volumes, criticality and maintenance.

04ReliabilityMonitoring and evolution

A useful automation must signal what it cannot complete and remain understandable over time.

Core safeguards

  • Logs, alerts and operational dashboards
  • Recovery procedures and manual intervention
  • Documentation, training and reviews

Result

The process can grow without becoming a black box depending on who configured it.

Related applications

Automation embedded in real processes.

BC projects connect activities, data and responsibilities through commercial platforms supplied and configured on request.

Automation and integrations

How much does repetitive work that no one measures cost today?

Let's map a process