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PROCESS AUTOMATION

Fewer status chases. More work completed.

We map the workflow, remove manual handoffs and build automation around how the team actually works.

  • ✓ Built around your process
  • ✓ Clear scope and handoff
BEFORE
Excel3 versions
9
Email9 unanswered
PDF
Fileswhich one works?
AFTEROwned by your business app.yourcompany.com
Your company

Summary

Jan — Jun
Sales$1,248,000
↗ 8.3% vs. previous period
Delivery #284 Ana
Completed
Delivery recorded
Plan achieved96%
of plan
AI assistant
June sales?10:31June: $288k10:32 ✓✓
TrendJun · 288k
168182175219216288JanFebMarAprMayJun
By branch
North 60%Central 40%
On your phone, too.The same information,
wherever you are.
app.yourcompany.com
Your company
ReportsSales$1.248 M96% of the sales plan Report up to date

Interactive example with fictional data. Demo amounts are in MXN.

THE STARTING POINT

If the process repeats every week and still depends on memory, someone is paying for the same manual work twice.

01

Manual handoffs

Someone copies a request from email into another system.

02

Approvals in chat

The team cannot easily tell who approved which version.

03

Repeated reminders

Progress depends on someone remembering to ask.

WHAT WE BUILD WITH YOU

A workflow with clear owners, rules and visible exceptions, from request to completion.

01

Structured requests

Capture the information and documents needed to start.

02

Approval rules

Route each request to its responsible person.

03

Status and alerts

Show pending work and flag exceptions that need attention.

04

Traceable outcomes

Keep the result and its history available for follow-up.

A RELATED REAL PROJECT

See the problem, approach and result.

A DEFINED FIRST VERSION

Start with something you can check.

  1. 01

    Map the process

    Review users, data, exceptions and the result you need.

  2. 02

    Agree on scope

    Define the first workflow, connections, recurring costs and acceptance criteria.

  3. 03

    Build, test and hand over

    Verify the agreed workflow with your team and provide access and operating documentation.

WHEN IT HELPS

A useful starting point.

Requests, purchases, deliveries or reviews that repeat and have a known owner.

KEEP THE SOLUTION PROPORTIONAL

Before building more.

Agree on responsibilities first. Automating an undefined process makes its inconsistencies harder to see.

BEFORE WE START

Questions worth asking.

Does this replace my ERP?

No. It usually automates the work around your ERP, spreadsheets, emails or shared files.

Do I need the process to be perfect?

No. We start by mapping the current workflow and finding the highest-friction step.

Does this apply to smaller companies?

Yes, if the process is repeated, valuable and painful enough to justify automation.

Can you connect databases or files?

Yes. We can connect spreadsheets, databases, forms, APIs and reporting tools when access is available.

How long does the diagnostic take?

Usually 30 minutes to identify the first practical automation opportunity.

Who owns the platform?

The project is delivered with the agreed code, accounts and data under your business control. Scope, access and handoff are defined in the proposal.

Are there ongoing costs?

Development, operation and optional support are separate. Hosting, third-party licenses, storage or AI usage may have recurring charges; these are identified before you commit.

START WITH YOUR PROCESS

Tell us how your team works today.

What you do manually, who is involved and what result you need. That is where we start defining the solution.

Review my process

Datomatico · Custom platforms, automation and reporting.
Project lead: Carlos De León · Updated .