Automation
We connect your systems and use AI so repetitive work runs on its own and your team only reviews and approves.
What it is
We take a process that depends on someone typing, copying or remembering, and make it run on its own. It reads emails and documents, checks them against your rules, notifies whoever needs to know and keeps a record of everything. Your team steps in when something doesn't add up. Accounts and data stay in your company's name.
An example
A customs broker handling 120 shipments a month
If each arrival notice takes 40 minutes of data entry, that's 80 hours a month of one person's time. Once document reading, file checks and client notices are automated, each shipment comes down to a 3-minute review.
Illustrative example. It doesn't describe a client.
How it looks in your industry
This is how an automation would run in your industry, step by step.
Demo with sample data
From arrival notice to a complete file
Starts when: the shipping line emails that the container is on its way.
- 09:14:02Arrival notice came in (Pending)09:14:02 · Container bound for Manzanillo, arriving October 12
- 09:14:09Invoice and packing list were read (Pending)09:14:09 · 14 products worth USD 48,230, nothing typed by hand
- 09:14:15The file was checked for missing papers (Pending)09:14:15 · Certificates of origin missing for 2 products
- 09:14:18The date storage fees start was calculated (Pending)09:14:18 · Starting October 19, MXN 2,850 per day
- 09:14:21The client was told what's missing and by when (Pending)09:14:21 · WhatsApp message with the deadline
- 09:14:24Follow-up was assigned to the account executive (Pending)09:14:24 · It lands on their to-do list with a due date
40 minutes typing up each shipment
3 minutes to review and approve
What's included
- A map of the process as it is today and as it will be
- Build and testing with your real data
- Rollout in stages, with your team running it
- Training for the people who will use it
- Documentation and access in your company's name
Who it's not for
- Processes that change every week or that nobody has defined. They need order first.
- Anyone looking for a generic tool to install and forget.
- Companies without access to their own systems or data.