Time recovered
Repetitive tasks run on their own, and people handle exceptions and customers.
WORKFLOW AUTOMATION
Data flows on its own between your systems
An order comes in, the invoice is issued, the customer appears in the CRM, the confirmation email goes out. Everything on its own, every time. We automate the workflow as it really is in your company.
Fixed-price package
from RON 4,000
- Deadline
- 2 weeks
- Payment
- 50% on order, 50% on delivery
What you get
- Analysis of the current workflow, with time measured per step
- Connecting systems through APIs, files or UI automation
- AI where it helps: data extraction, triage, texts from templates
- Execution log and error alerts
- One month of adjustments included after delivery
Overview
Business benefits
We start by measuring the time and risk of every manual step. We automate only where the gain is clear and keep checkpoints for the important operations. Where it helps, we add AI: data extracted from PDF invoices and orders, emails triaged into categories, texts generated from your templates.
Fewer errors
Rules are applied the same way every time, with data entered once.
Traceability
Every run is recorded: what went in, what came out, what failed.
Your systems stay
Your programs stay. We connect the ones you already have.
The three flows we automate most often
The requests we receive look alike, because small companies have the same three places where data gets copied by hand. This is what they look like after automation:
- 1 Order → invoice → client in the CRM. The order paid in the online store or received by email becomes an invoice in the invoicing program, goes to e-Factura, the client appears in the CRM with their history, and the confirmation and tracking number go out by themselves. Checkpoint: invoices above a set amount wait for one click of approval. Typical time recovered: 20–40 minutes a day at 15–30 orders.
- 2 Supplier invoices → inventory → accounting. Invoices received by email or downloaded from the ANAF portal are read, the data (supplier, lines, VAT) is extracted and entered into inventory as a goods receipt, then exported to the accountant at month end. Exceptions (new supplier, price difference) reach a person; the rest go through on their own. Time recovered: 2–4 hours a week.
- 3 Quote request → CRM → reply → follow-up. The website form or the request email creates the opportunity in the CRM, sends a confirmation with the qualifying questions and schedules a follow-up in three days if nobody has replied. Nothing gets lost in the inbox any more. Time recovered: every request gets an answer in 5 minutes instead of a day.
How we decide what is worth automating
We measure first: how long the manual step takes, how many times a day it happens and what happens when it goes wrong. We automate the steps that add up to at least a few hours a week or that produce expensive errors (wrong invoices, forgotten orders). The rest stays manual, deliberately. Checkpoints stay where a mistake would cost: approvals, large amounts, new clients.
- Systems we connect frequently: online stores (WooCommerce, PrestaShop, Shopify, custom platforms), invoicing and inventory programs (SmartBill, Oblio, Saga, FGO, custom ERPs), CRMs, Google Workspace and Microsoft 365, WhatsApp Business, couriers, banks through statements.
- When a program has no API, we work with its exports, its database or, as a last resort, UI automation; we tell you from the start how stable each option is.
- The flow runs on your server or on one we manage, keeps a log of every run and sends an alert when something stops, so you find out before the client does.
What is included
- Sync between store, inventory, CRM and accounting
- Invoices issued automatically from orders
- Notifications by email, SMS or WhatsApp
- AI data extraction from PDF invoices and orders
- Email triage and suggested replies
- Periodic reports generated on their own
- One-click approval flows
- Monitoring and alerts when something stops
Who it is for
Orders and invoicing
From order to invoice to customer confirmation, on its own.
Supplier invoices
PDFs received by email become inventory entries, with a human check at the end.
Sales and follow-up
Leads enter the CRM, reminders go out on their own, everything stays in one place.
Frequently asked questions
Which processes are worth automating?
The repetitive, rule-based ones: copying data, invoices, notifications, reports. On the first call we sort them together and tell you which fit the base price.
Can programs that only have exports or a screen be connected?
Often yes, through imports and exports or UI automation. We tell you upfront how stable the solution is.
Where does the automation run?
On your server or on one we manage, as you prefer. The data stays yours either way.
What happens after delivery?
One month of adjustments is included. After that, maintenance is on request or through a small subscription if you want us to keep watch.
Do you work with n8n, Make or Zapier?
Yes, when the company already has them or wants them: we install them on your server and build the flows there. When the integration is more complex or the volume is high, we write it in code, also on your server, with the same log and alerts. We choose case by case, not by our preference.
How much time do I actually save?
We measure before and after. With the flows above, companies typically recover between 3 and 10 hours a week and get rid of copying errors; we give you the figure for your case in the offer, so you can see how quickly it pays back.
Data flows on its own between your systems
An order comes in, the invoice is issued, the customer appears in the CRM, the confirmation email goes out. Everything on its own, every time. We automate the workflow as it really is in your company.
Request a quote