Appointment booked

now
ClientAnna Ricci
ServiceInitial consultation
WhenThu 10:30am

Scheduled reminder

Trigger

24 hours before the appointment

Pre-written message

›

Sent

Anna Ricci

Reminder sent

ChannelSMS + Email
NotificationFront desk

Reminder sent to Anna Ricci for Thursday 10:30am

Invoice received

fattura_FT-2026-0842.pdf

Email attachment

VendorStudio Rossi Srl
Invoice no.FT-2026-0842
Due date30 days
Amount€0,00

AI reading and verification

Data extracted

VAT 22% verified
Vendor VAT ID valid
Amount correct: no calculation errors

Anomalies

No duplicate or suspicious amount

Payment method

›

Recorded

Studio Rossi Srl · €1.240

Recorded in accounting

Ledger no.REG-3391
NotificationAccounting

Invoice from Studio Rossi Srl (€1,240) recorded

Proposal sent

4 days ago

preventivo_personalizzato.pdf

Email attachment

GB

Giulia Bianchi

[email protected]

Custom quote

Value€0,00

Scheduled follow-up

Trigger

›

Pre-set message

›

Sent

Giulia Bianchi

Follow-up sent

ChannelEmail
NotificationSales

Follow-up sent to Giulia Bianchi

Service completed

now
ClientDavide Conte
ServiceInstallation

Request sent

Davide Conte

Review link · Email

Score received

If score ≤ 3→ urgent recovery
If score ≥ 4→ public review

Recovery started

Davide Conte

Score 2/5

ActionCall scheduled
NotificationCustomer care

Low score from Davide Conte, call back today

Review requested

Davide Conte

Score 5/5

ActionGoogle link sent
NotificationCustomer care

Public review requested from Davide Conte

Appointment booked

now
ClientAnna Ricci
ServiceInitial consultation
WhenThu 10:30am

Scheduled reminder

Trigger

24 hours before the appointment

Pre-written message

›

Sent

Anna Ricci

Reminder sent

ChannelSMS + Email
NotificationFront desk

Reminder sent to Anna Ricci for Thursday 10:30am

Appointment reminder

Business process automation

Automation

We connect your tools and automate the manual, repetitive processes slowing your business down today. The work then runs on its own, around the clock, with no supervision, leaving room for everything that actually needs your attention.

What an automation is

An automation connects several steps, apps and tasks together that today are handled by hand. When something happens, a form is submitted, an email arrives, an order is confirmed, the system carries out every following step on its own, through to the end of the whole process, with nobody needing to start it or watch over it: it works 24 hours a day, nights and weekends included.

The path it follows is defined once and stays identical on every run. Even when it brings in artificial intelligence, for the cases that need some classification or interpretation, the underlying structure doesn't change: only that one step gains a bit more flexibility.

The problems automation actually solves

Today

Leads get a first reply too late, after they've already written to a competitor

With automation

Every lead gets an immediate reply, the moment the request comes in

Today

Follow-ups and reminders forgotten because they depend on a person remembering

With automation

Follow-ups and reminders go out on their own, exactly when needed

Today

Invoices checked and recorded by hand, one at a time, with days between receipt and payment

With automation

Data extracted and verified automatically, invoice recorded within minutes

Today

Documents and reports put together by hand every time, from data already in your systems

With automation

Documents and reports generated automatically from the data you already have, always up to date

Today

Internal notifications that never go out, a problem gets discovered hours or days later

With automation

The team gets alerted in real time, exactly when it truly needs to step in

How we work

01

Analysis

We look at how your team actually works today and map every manual process. Together we define what to automate first: what costs the most in time or errors, and delivers the biggest benefit in the least time.

02

Design

We define everything it needs: what should kick off each automation, which conditions to check, which rules to apply, and what to do in cases that don't fit the standard pattern. We share the design with you before we start building, so we only move forward once we're aligned on how it works.

03

Build

We connect your real tools, CRM, email, spreadsheets, internal software, your website, WhatsApp Business, calendars, and test the system with real data and edge cases, so we catch problems while we're still in testing.

04

Launch

The system goes live with built-in checks that flag the first sign of trouble, before it becomes a visible problem for your team or your customers.

05

Monitoring

We constantly watch how the system behaves. Over time we fix any issues and add the improvements that emerge from real, ongoing use.

Frequently asked questions

It depends on complexity: a simple process with one trigger and few rules (e.g. lead routing) can be ready in 1-2 weeks. Systems connecting multiple tools and handling several exceptions take longer, but we always define a delivery date from day one.

In most cases, no. We work to connect the tools you already have — almost any CRM, internal software, spreadsheet or email service can be integrated — not replace them, unless one of them is genuinely the bottleneck.

Every system includes automatic error notifications and a post-launch monitoring period. If something doesn't work as expected, we know before it becomes a visible problem for your customers or your team.

Much more than a simple "if X happens, do Y." It can evaluate multiple conditions together, make different decisions depending on the data, wait for future events, repeat over lists of items, and bring a person in only when their judgment is genuinely needed.

Yes. We work on your own accounts and credentials: workflows, data and integrations stay your property, not locked into a tool or account of ours you'd lose if we stopped working together.

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