Memberships andApply the contract rules
Generation ofMore than 15,000 invoices per month
We automate calculations and document generation and coordinate approvals and notifications through defined workflows. Your team can spend less time repeating steps and focus on decisions and exceptions that need human input.
When a task repeats with known rules, we can assess which steps to automate and which controls to keep.
Checking discounts and periods manually every month takes time and can cause discrepancies. We automate calculations and invoice generation from recorded agreements, accounting for each client's terms.
For example
Monthly invoices applying discounts by period and different terms by country.
Preparing a proposal or order often means copying information between spreadsheets and documents. We connect available data with the rules and templates needed to generate the document within the same process.
For example
An insertion order generated from the quote and linked to the deal in the CRM.
A process can stall because someone needs to request a review or remind others of the next step. We define workflows that request the right approval, record its status and notify the people who need to act.
For example
A proposal requiring approval before proceeding, notifying its owner when it is ready for review.
Processes already applying business rules to reduce calculations, data entry and manual document preparation.
Automation · Billing
Each membership has discounts, periods and terms that must apply at billing. We built a workflow that takes those agreements from HubSpot and generates invoices in Odoo.
The solution processes more than 15,000 monthly invoices in hours, accounting for the rules of four countries. The team maintains agreements in the CRM without calculating and entering every invoice separately.
Automation · Sales documents
Despegar's quoting tool applies pricing and budget rules, validates allocation across brands and countries and generates the insertion order. The proposal is linked to the deal in HubSpot.
The team went from preparing quotes in hours to completing them in minutes. Calculations and sales documentation are part of the same workflow.
Audit, design, implementation and support can be engaged separately. We can help you choose an initial process or work on automation already defined, with agreed scope and deliverables.
We review task frequency, effort, delays and common errors. We identify steps with clear rules and the information or tools needed to address them.
We document what starts the process, which actions run, who approves and how exceptions are handled. We agree on acceptance criteria and a measure of improvement, such as response time or manual interventions needed.
We build or configure the agreed workflow and test typical situations and relevant exceptions. We validate it with your team and hand over what is needed to operate it; if you have a design, we review those materials before starting.
We support automation in use with agreed monthly capacity. We handle incidents, maintenance and minor adjustments; changes that expand scope are assessed and quoted separately.
Yes, spreadsheets can be part of the workflow. We review how data is maintained, who changes it and which decisions depend on it. With that context, we assess what to keep, connect or organize so the workflow can operate.
No. We can combine automated actions with human reviews. For example, preparing a proposal and requesting approval before continuing. The design specifies which decisions the system makes and which belong to your team.
We define how to detect and log these situations, who reviews them and how the process resumes. Error handling and alerts are agreed within the scope; not every problem can be resolved automatically.
We document rules to make reviews easier. Some adjustments can be handled within contracted support; scope changes or new features require assessment and a proposal before implementation.
The number of steps, systems, decisions and exceptions, plus data quality and available definitions. The proposal specifies deliverables and schedule and identifies third-party tools and costs needed to operate the solution.
Start with a single task without automating the whole operation at once.
Tell us what repeats, how much work it takes and where delays or corrections arise. Let's assess which part of the process to automate.
Tell us what you need
