CR SOFTWARE SERVICES

Process automation and system integration

Does your team copy information between spreadsheets, forms and other tools? We connect systems and automate repetitive steps to reduce manual work.

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Connect tools and automate repetitive tasks

For example, an order received through a form can update a spreadsheet and notify your team. The actions depend on the tools and integrations available.

01

Information without copy and paste

Data from a form or order can be sent to other tools and trigger notifications, depending on the available integrations.

02

Tools that share information

Spreadsheets, email, forms, WhatsApp and sales platforms can take part in a workflow when compatible with the project.

03

Clear rules for every step

We define what starts the automation, which actions follow and how to handle situations that need the team’s attention.

What can be included in the project

  • Integration between compatible tools
  • Information transfer
  • Automated notifications
  • Rules for each workflow step

The tools involved and automation rules are defined in the project scope.

From manual workflow to working automation

  1. 01

    Discover

    We map repetitive tasks, the tools involved and current process rules.

  2. 02

    Design

    We define what to automate and how information should move.

  3. 03

    Build

    We develop and configure the workflow according to scope.

  4. 04

    Launch and follow up

    We launch the automation and follow the workflow as agreed.

Frequently asked questions

Can WhatsApp be integrated with other systems?

It depends on the tool, available integration methods and project scope. We assess these requirements before defining what can be connected.

Can every repetitive task be automated?

Not always. We first review the steps, rules and tools involved to identify what can be automated appropriately.

How much does automation cost?

The cost depends on the number of steps, tools involved and process rules. The proposal defines the scope, stages and expected timeline.

How long does implementation take?

The timeline depends on the process and required integrations. We agree on it after mapping and defining the scope.

Which task takes up most of your team’s time today?

Describe how it works and which tools are involved. From there, we can assess what makes sense to automate.

Discuss automation