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Business Automation | WhatsApp + Customer Management

Automate a repetitive business task and connect information with the tools you already use.

The published price covers the implementation of one basic automation workflow, defined according to a specific business need.

Ideal for

✓ Entrepreneurs and small businesses

✓ Retail stores and online businesses

✓ Professionals and service businesses

✓ Businesses receiving customer inquiries through WhatsApp

✓ Companies working with Excel or Google Sheets

✓ Teams performing repetitive manual tasks

What's included?

✓ Initial analysis of the automation requirement

✓ Workflow design

✓ Automation of 1 specific business process

✓ Configuration of the required tools

✓ Connection between selected applications

✓ Initial data organization

✓ Workflow testing and validation

✓ Basic guidance on how to use the automation

What can be automated?

Some examples:

💬 WhatsApp and customer interactions

• Customer data collection

• Inquiry registration

• Request organization

• Basic conversation follow-up

• Sending information or notifications based on predefined conditions

📊 Data and records

• Automatic registration in Google Sheets or Excel

• Record updates

• Customer information organization

• Forms connected to spreadsheets or other tools

🎯 Sales and business processes

• Lead registration

• Request follow-up

• Order registration

• Internal notifications

• Updating business information

🔄 Repetitive tasks

• Transferring information between applications

• Data validation

• Notification generation

• Automatically triggering actions when a specific event occurs

Examples

Customer → WhatsApp → Data → Google Sheets

A customer provides information during a conversation and the system automatically records the data.

Form → Validation → Record → Notification

A person submits a form and the system processes the information, records the data and notifies the appropriate person.

Request → Record → Follow-up

A customer request automatically creates a record and triggers the next step in the process.

Benefits

✓ Reduce repetitive manual work

✓ Reduce data entry and transfer errors

✓ Centralize business information

✓ Help prevent customer inquiries or requests from being lost

✓ Connect different business tools

✓ Create a foundation for future automation

Not included

✗ Complete software or application development

✗ Advanced AI chatbots

✗ Complex ERP or CRM integrations

✗ Multiple automation workflows

✗ Industrial or highly complex automation

✗ Custom software development

Projects requiring a larger scope, multiple workflows, advanced integrations or custom development are quoted separately.

Important

The price covers the implementation of the automation workflow.

Third-party subscriptions, licenses, paid APIs, messaging platforms and other external costs are not included unless explicitly stated otherwise.

How to get started

After purchasing, please provide:

• Your type of business

• The task or process you currently perform manually

• The tools you currently use

• The result you want to achieve

We will review the process and define the automation workflow to be implemented.

One repetitive task can be the first step toward a much more automated business process.