Connecting systems
Information created in one tool is used in another without copying it by hand, and a status change triggers the next step.
Automation & integrations
Less manual work. Processes that run themselves.
Automation connects the tools your company already uses to cut repetitive tasks, double data entry and unnecessary checks. It’s designed for businesses whose teams spend time copying data, verifying transactions, sending notifications or updating several systems to complete a single process.
Tell us which task you want to automateWhen your tools work, but your team connects them by hand
You don’t always need to replace your tools. Often the problem is all the manual work in between them.
- Data arrives by form, email or spreadsheet, and someone has to re-enter it where it’s actually used.
- Confirmations, reminders and notifications depend on someone remembering to send them.
- Before analyzing anything, someone has to pull data together from several files and tools.
- Every transaction needs a manual check, like verifying a payment before confirming a booking.
What can be automated
Some of the most common processes.
Automatic notifications
Confirmations, reminders and alerts by email or WhatsApp when something happens, for customers or your team.
Payment confirmation
With Mercado Pago, Pix or other compatible services, a confirmed payment releases the booking or order with no manual check.
Forms connected to your operation
Data goes straight to your CRM or internal system and can create tasks, assign owners or trigger alerts.
Automatic reports
The information for recurring reports is gathered and organized on its own, ready to analyze.
Connected Google Workspace
Drive, Calendar and Sheets stay part of daily work and connect to other systems: events created, documents organized and data updated.
What an automation can solve
Depending on each process.
The same automatic notifications work in reservations and in the loyalty program.
See reservations & scheduling- No more copying data between tools
- Tasks created when something happens
- Requests assigned to the right owner
- Automatic confirmations and reminders
- Statuses updated with no manual work
- Payments confirmed within the process
- Form data recorded instantly
- Calendar events created or updated
- Documents linked to clients and projects
- Information ready for recurring reports
- Alerts when something needs a person
- Information kept in sync across systems
Automating isn’t connecting everything to everything
Good automation doesn’t try to remove every human step or connect tools just because it can. First we identify what repeats, where errors or delays appear and which steps can follow clear rules.
It also has to be possible to know what happened. Automation without visibility creates a new problem. That’s why every process includes logs, controls and a way to alert you when something couldn’t be completed.
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Clear rules for every action
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A record of what was done
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A person decides when needed
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Alerts when something fails
When the process needs its own system
If clients, projects, tasks or requests need their own structure, connecting several tools can leave your operation too fragmented. Then a custom system becomes the hub, and the tools that still add value connect to it.
See custom systemsAI interprets before acting
An email, a message or a document may need to be read before deciding what to do. AI identifies the request type, extracts data or classifies the content, and the process rules define the next action.
See AI for businessFrom a repetitive task to a connected process
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01
Identify the manual work
Which tasks repeat, which tools are involved and where the team moves or checks information.
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02
Define the rules
Which event starts each process, what happens next and when a person needs to step in.
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03
Connect what’s needed
Only the tools and steps that add value, with no unnecessary connections.
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04
Verify it works
We test every action and set up logs, controls and alerts.
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05
Evolve in stages
Once one process is solved, we add new automations as needs come up.
Automation & integrations FAQ
What if one of my tools doesn’t allow integration?
First we check what connection options it offers. If there’s no suitable integration, we look at alternatives without assuming it has to be replaced. Sometimes part of the process can be automated while some steps stay manual.
What happens if an automation fails?
Each automation defines what to do when a step can’t be completed: logs, retries, pending statuses or alerts so a person can step in. The goal isn’t to hide errors, but to make them visible and manageable.
Can automatic messages be sent on WhatsApp?
Yes, through the official channels available for this kind of integration. Messages follow the conditions, permissions and formats set by WhatsApp, so automation doesn’t mean unrestricted mass messaging.
Do I have to change the tools I already use?
Not necessarily. One goal of integration is to make the most of tools that already work well. If one limits the process too much, we’ll look at alternatives, but replacing it isn’t a requirement to automate.
What happens when a tool changes or updates?
Integrations depend on external services, which can change their terms or how they work. So an automation may need adjustments when a tool changes, and we handle that through our support and evolution service.
Can we see what each automation did?
Yes. Relevant actions are logged with their status, along with situations that need review. The level of detail is set according to how important each automation is.
Some tasks your team shouldn’t repeat every day
If someone copies data between tools, checks transactions by hand, keeps sending the same notifications or gathers information before they can start working, part of that process can probably be simplified. Tell us which task repeats and which tools are involved.