# Process automation

Services · Process automation

We reduce repetitive work between an incoming request and a completed job: quotes, orders, reports, and communication.

## What it is

Many companies prepare quotes, register orders, and produce reports through email and spreadsheets. Automation lets them enter information once and reuse it in the following steps.

AI can also process less structured information, such as a customer request, technical drawing, or specification. The output is reviewed before it enters company systems.

## Who it is for

For companies that copy the same information between email, spreadsheets, and management software. The industry may differ; the signal is a team losing hours to predictable tasks.

## Work that no longer needs to be manual

- Quotes prepared from customer drawings and specifications, ready for technical review
- Preventive and corrective maintenance requests registered, prioritized, and tracked automatically
- Production and activity reports generated from data that already exists, with nobody compiling spreadsheets
- Synchronization between email, spreadsheets, and your management system, with no double data entry

## How we start

1. **Observe the process**: We follow one case from start to finish and record the people, tools, decisions, and exceptions involved.
2. **Choose the first improvement**: We prioritize one step with measurable impact and controlled risk.
3. **Connect the tools**: We integrate the current systems and keep human review wherever a decision requires it.
4. **Compare before and after**: We measure time, errors, and interventions before deciding what to automate next.

## Frequently asked questions

### Do we have to change software?

Usually not. We first assess your ERP, email, spreadsheets, and other tools. The proposal identifies what can be integrated and any relevant limitations.

### Our process is very specific. Is that a problem?

No. We observe the process with the people who run it and build from its rules, exceptions, and existing systems.

### How much does it cost?

It depends on the process and integrations. After the first call and diagnosis, we propose a fixed scope, schedule, and price.

### What happens when the process changes?

Maintenance is defined in the proposal. When the process changes, we assess the impact and agree on the change before implementing it.

## Which repeated task takes the most time in your company?

On the first call, we assess the process, its impact, and whether there is a controlled first improvement.

[Book a call](https://calendar.app.google/wzfT51cBvNT5i3x86) · <joao.santos@funnysoft.pt>

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FunnySoft · Forward Deployed Engineering · Leiria, Portugal

João Paulo Santos, sole trader. Trade name FunnySoft. Tax number 239506308. Registered office: Leiria, Portugal.

+351 916 439 451 · Call to the national mobile network

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<https://www.funnysoft.pt/en/services/process-automation>
