Sign-ups and onboarding
Creating users, validating payments, enrolling, sending access details and logging every step.
Services01 02 03 04
S/02
Business process automation
Process automation.
We design and implement automated workflows that remove manual tasks, reduce human error and free your team to focus on higher-value work. We connect systems that used to work in isolation: CRM, ERP, email, WhatsApp, calendars and invoicing.
The opportunity
We turn repetitive tasks into traceable workflows that move forward on their own and save human input for the decisions that need judgment.
Who it's for
It's for operations that handle a lot of volume, repeat the same steps, depend on copying data or need to respond outside business hours without losing control.
What we solve
Processes worth automating
Lead capture and follow-up
Receiving leads, asking them questions, sorting them and alerting the team when they are ready.
Back-office operations
Processing documents, invoices, receipts, orders and transactions between systems.
Notifications
Sending reminders and alerts at the right moment, with information that comes straight from the system.
How we do it
Automation that stays under control from start to finish
Every workflow is designed with validations, statuses and a clear way out when the automation cannot decide. That way you gain speed without hiding errors.
- 01
Trigger
We define which event starts the process: a form, a payment, a message, a document or a status change.
- 02
Rules and data
We normalize the information and apply the conditions that determine the next step.
- 03
Connected actions
We update systems, generate documents, send messages or create tasks without copying data.
- 04
Control and exceptions
We log what happened and route the cases that need review to a person.
What you get
An improvement your team can use.
- Fewer manual tasks and fewer chances for error.
- Traceability for every step and every exception.
- Faster responses without adding operational work.
- A workflow ready to grow and take on new integrations.
Specialized solution · Moodle + Stripe + invoicing
From payment to first login, no manual enrollment.
Explore an interactive demo of Moodle automation: payment, invoice, user creation, enrollment and access link.
Projects
Where we've already applied it.
Clients
Client · Medical training / Aesthetic medicine
EIMEC — model patients without overwhelming the team
A conversational filter to handle an intensive campaign, qualify every request and hand the team only the conversations that are ready.
20,684Messages handled753Sessions
Client · Trade unionsTrade union in Spain — WhatsApp communication
Automated group management and segmented WhatsApp communication for more than 100,000 messages a month.
€0Per message+100,000Messages a month
Client · Health / AestheticsAesthetic clinic — brand, CRM and repeat clients
Six months to sort out the brand, redesign the website, set up a CRM on WhatsApp and get clients coming back.
6Months of workCRMVia WhatsApp
Client · Medical technology / AINESAI — a growth system for medical technology
A year connecting strategy, content, lead generation, CRM and data to turn weekly decisions into compound growth.
+180%Community≈x2Active customers
Client · Pharmaceutical industry / B2BLatin American pharmaceutical directory
A B2B platform with a verified directory, events, credits, teams and business opportunities across nine connected modules.
+500Verified companies9Connected modules
Client · Real estateLuxury real estate agency in the Balearic Islands
A website plus buyer and seller portals connected to the CRM, with automatic valuations and document tracking.
100%Custom developmentCRMInmovilla + Firebase
Client · Energy / Gas stationsEdumo SRL — one treasury for four operations
Four business units, five years of history and the entire financial operation brought together in its own system.
4Centralized operations5 yearsOf connected history
Client · FinTech / Digital walletsCarga Virtual — an operation that never sleeps
Payment receipts received on WhatsApp, turned into an automated, traceable operation that runs at any hour.
+ARS 130MProcessed in 60 days1,518Top-ups completed
Client · SportsCycling platform — multichannel invoicing
Automatic invoicing with several invoice series for online and in-person sales, without replacing WooCommerce.
100%Automatic invoicingPOSIn-person sales
Client · EducationOnline academy — automated invoicing
Stripe and Factura Directa connected so invoices are issued only once the payment is confirmed.
100%Payments connected€20Monthly subscription
Client · Logistics consulting / B2B salesCedrés Consulting — B2B opportunities with a 47% acceptance rate
A B2B prospecting system that keeps up volume and consistency, qualifies conversations and saves human judgment for real opportunities.
47%Acceptance5,112Profiles visited
Client · Legal technology / CybersecurityLegalTech — acquisition and monetization
A growth plan for a platform that certifies digital evidence and already has more than 2,000 active customers.
Client · Construction / SaaS / AIConstruction SaaS in Chile — contracts turned into knowledge
A contract stops being an isolated PDF and becomes a structured record that can be reviewed and queried with artificial intelligence.
+5,000Planned contracts1 PDFStarts the record
Client · Tourism / Travel agencySafari Viajes — from an image to a sellable package
An image with an offer becomes a structured web package, ready to continue the sale on WhatsApp.
~10 sTo create a package1 imageAs the starting point
Client · Wellness / TarotCuida tu Alma — capturing intent in a sensitive market
SEO and advertising working together to turn tarot searches into measurable calls and WhatsApp conversations.
36,286Clicks in 12 months792Direct contacts
Related guides and cases
Go deeper into this solution.
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Frequently asked questions
Before we start.
Which processes can be automated?
Any process with a recognizable starting point, available data and clear enough rules can be fully or partly automated. When judgment is needed, the system prepares the case for a person.
Do you work with Make, n8n, Zapier and APIs?
Yes. We choose the technology based on the volume, complexity, cost, security and maintainability each workflow needs.
Can WhatsApp be automated?
Yes, as long as you use compatible integrations and design an experience that respects consent, message templates and the channel's rules.
Can I start with a single process?
Yes. Starting with a well-defined workflow lets you measure the result, learn from real data and then expand on a proven foundation.