Process automation

Process automation means having software do the repetitive tasks someone does by hand today: copying data between systems, entering invoices, sorting email or building reports. AI makes it possible to automate tasks that require reading and understanding documents, too.

What can be automated?

Invoice and document entry

Read invoices, orders or receipts from PDFs or photos and record the data in your system.

Email and requests

Sort incoming email, reply to routine messages and assign the rest to the right person.

Reports and reconciliations

Pull data from several sources and send a finished report every week, without building it by hand.

What’s included?

  • A map of the current process and the automated one.
  • Connections between your tools: email, Google Workspace or Microsoft 365, CRM, ERP, accounting systems.
  • AI document reading when the process requires it.
  • Checks and alerts so a person reviews uncertain cases.
  • A log of every run, so you know what was processed and when.
  • Documentation and training for the team that will use it.

How does it work?

  1. We pick the process

    We start with the one that takes the most hours and is easiest to automate.

  2. We design the flow

    We define each step, what the system decides and what a person reviews.

  3. We build and test it

    We run it with real data alongside the manual process until we confirm it works.

  4. We hand it over

    It runs automatically, with documentation and monitoring.

Frequently asked questions

Do I have to change my systems?

No. The automation connects to what you already use. If a system has no way to connect, we propose alternatives.

What if the automation makes a mistake?

We design checks to catch uncertain cases and send them for review. Nothing important is processed without oversight.

Which tools do you use?

It depends: n8n, Make, custom scripts and AI models for reading documents. We pick whatever is easiest for your team to maintain.

Are there costs after handoff?

There may be platform costs (for example, n8n or Make) and AI usage costs. We itemize them in the proposal.

Stop doing by hand what a system can do

Tell us which task takes up most of your team’s time and we’ll tell you how to automate it.

Prefer to reach out directly? WhatsApp +52 228 124 1356 · contacto@firewallsoluciones.com.mx

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