Service · Operations
Automations and reports that run without anyone pushing them
The tasks someone repeats by hand every day, turned into a workflow that runs on its own. And on Monday, the weekly report is already in your inbox.
First organize, then automate
Automating a messy process makes it faster, not better. That's why the Audit first looks at how each task gets done today, who does it and where it gets stuck. Only then do we decide what's worth automating and in what order.
What gets automated usually meets two conditions: it happens many times a week, and it follows rules that can be written down.
Examples by industry
From order to quote
The order comes in as a PDF, an Excel file or a message. The workflow reads it, looks up each product and leaves the quote as a draft for review.
Real estateA property, entered once
From the listing sheet it builds the description for the listing portal, the English version and the WhatsApp message for other agents.
FitnessA heads-up before a cancellation
When a member stops coming for a number of days you set, a message goes out and your team gets an alert.
HospitalityBefore and after the stay
A message with directions before arrival and, after checkout, an invitation to book direct next time.
Food serviceReservation confirmations
The day before, the confirmation goes out; anyone who doesn't confirm frees up the table, and whoever's working the floor sees it on the list.
EventsThe list you keep
Every buyer stays in your database with the date they attended, so you can tell them first about the next one in their city.
The Monday report
Every week, management gets a summary put together from the systems the business already uses: new contacts and where they came from, how many got a reply and how fast, appointments or reservations, closed sales and pending payments. It arrives by email or WhatsApp, without anyone having to put it together.
It's for one thing only: deciding on Monday what gets done that week. That's why it's short.
How much it costs
Automations are custom: reminders, collections, the weekly report, integrations with your own systems and document reading are quoted in writing after the Audit, with scope and timeline. If what you need is the website, the chatbot or prospecting, those are in the fixed-price packages.
FAQ
What systems does it connect to?
To what you already use, as long as it has some way to connect: an API, an export or an email that always arrives in the same format. If a system doesn't let you get data out, we tell you in the Audit before we quote.
What happens if an automation makes a mistake?
Anything that involves money or an important customer goes out as a draft for a person to approve. We only let something run on its own once we've tested it and reviewed it with you.
Who maintains the automations?
We do, as long as you have the monthly service. Your team gets a guide so they know what each workflow does and who to tell if something changes.
Free Audit
Start with the free Audit
A guided 15 to 25 minute questionnaire about how your business works today. A person reviews it, and within 24 to 48 business hours you get a map of what to do first, with the reason for each item. The map is yours, whether you hire us or not.
- Food serviceRestaurants, bars, cafes and bakeries
- HospitalityBoutique hotels, vacation rentals and tours
- Real estateReal estate agencies, developers and brokers
- FitnessGyms and studios
- EventsProduction companies, promoters and venues
- ArtistsArtists, DJs and managers
- DistributionWholesalers, hardware stores and importers
Pick your industry to open its questionnaire. Would you rather talk it through first? Message us on WhatsApp.
The Audit is only available in Spanish for now. If you'd rather talk in your language, message us on WhatsApp or at hola@eltio.net.