Documents and requests
Extract information, classify documents and prepare a record for review.
Explore the invoice caseProcess automation in Peru
AI process automation. Less manual work.
I connect the tools and steps in your operation to reduce repetitive work, errors and waiting. AI is used where it improves the process.
Talk to me on WhatsApp01 — The problem
When work depends on copying, pasting and remembering.
Small tasks add up: someone checks an inbox, copies data to another tool, prepares a report and alerts the next person. That may be an automation opportunity, provided the rules and exceptions can be understood.
02 — Possibilities
Automate the flow, not just one task.
Reports and data
Bring information together and prepare recurring reports.
Explore the Power BI caseOperational follow-up
Create reminders, update statuses and notify responsible people.
03 — My approach
CIMA IA
First, understand the rules and exceptions.
I review how a process starts and ends, where it gets stuck, what data it needs and which cases require human judgement. Then we prioritize a bounded workflow, test it and refine it before expanding.
04 — Good judgement
Not every process should be automated.
If rules change constantly, volume is low or an exception needs human judgement, automation may add complexity. The decision depends on current cost, expected impact and risk.
Scope and deliverables
Know what you will receive.
The proposal defines the deliverables for your project. Depending on the agreed scope, these can include:
- A map of the workflow, rules and exceptions to address.
- An automation or integration with agreed validation and testing.
- Operating guidance, ownership and defined support arrangements.
What I need from your team: a process owner, representative examples and authorized access to the relevant tools and information.
How we evaluate the result: we agree on a baseline and acceptance criteria before implementation, such as time spent, errors, answer quality or follow-up completeness.
Timeline, investment, support and maintenance are defined case by case.
Next step
What repetitive task would you like to remove?
Talk to me on WhatsAppThe first conversation and preliminary review are free of charge.