Customer and CRM workflows
Capture inquiries, organize customer details and follow up on estimates. Keep the status of each opportunity visible to the team.
Workflow automation / United States + El Salvador
Business process automation.
Keep the work moving.
A new inquiry should become a next step, not another message to chase. We connect your tools and build workflows for small and mid-sized businesses, with people in control of the decisions that matter.
Work directly with the founder · English + Español
01 / Where we can help
Where manual work
starts to get in the way.
We look for repeated handoffs, duplicate data entry and follow-ups that depend on memory. Then we define a workflow with a clear start, an owner and a measurable outcome.
Scheduling and operations
Connect service requests, appointments, reminders and job status. Useful for landscaping, HVAC, cleaning, plumbing and electrical businesses.
Reporting and administration
Move approved information between systems and prepare recurring reports or invoice drafts. Reduce repeated copying without losing the review step.
02 / The foundation
Your tools, connected with purpose.
We use n8n, APIs, SQL and Python when they fit the process. Salesforce, spreadsheets and existing business applications can be part of the workflow, subject to access, connectors and licensing. We confirm what can actually connect before agreeing the scope.
03 / Applied AI
Practical AI, with clear limits.
Generative AI can help classify an inquiry, summarize a conversation or draft a reply. We define what information it can use, when a person must review the output and what happens if the process fails. Customer promises, prices and exceptions follow your approval rules.
04 / How we work
A first project with a defined finish.
Map the process
Agree on the trigger, inputs, exceptions, permissions and the task worth improving.
Build and validate
Connect the tools and test normal cases, missing information and failed handoffs with your team.
Put it into use
Deliver the agreed workflow, operating notes and a handover. Define support and ownership before launch.
Decide what success means before building.
Choose a baseline such as response time, manual steps or missed follow-ups. Review it after launch alongside errors and team feedback. The target depends on your operation; we do not promise a fixed saving before understanding the work.
Explore Power BI consultingWho you work with
Two perspectives. One shared project.
Juan Di Michele brings 14+ years of pricing and commercial strategy at Coca-Cola, AB InBev and Colgate. Marcos Moreno brings analytics, Power BI, commercial and financial management, n8n and systems integration. Both apply generative AI and automation to business work.
Meet the teamBefore we talk
Before we start.
Can you automate a small business without replacing its software?
Often we can work with existing tools. We first review permissions, export options and available integrations. When a connection is not practical, we explain the alternative before proposing it.
Do you provide n8n automation consulting?
Yes. We can design and implement workflows with n8n, including integrations and AI-assisted steps where appropriate. Hosting, credentials, licensing and ongoing ownership are agreed as part of the scope.
Can my English-speaking customers work with a Spanish-speaking team?
Yes. We can design the workflow and messages around both languages. Your team reviews customer-facing language and any AI-generated content that requires approval.
How much does workflow automation cost?
Cost depends on the number of systems, data quality, exceptions and custom development. We scope a specific first workflow, then provide an investment and timeline. Software subscriptions and ongoing support are identified separately.
Let's start with something specific
Which handoff
slows your team down?
Tell us what starts the process, which tools you use and where someone has to step in manually.
A direct conversation. No commitment.