Process automation
For companies that want to do more without growing their workforce
Automation of business processes with AI
Modern automation goes far beyond marketing. Using workflow tools coupled with generative artificial intelligence, it is possible to eliminate virtually any repetitive task in a company: customer onboarding, invoice management, employee onboarding, budget response, reporting. The result is more operational capacity without more fixed costs.
At Noergia we have implemented these systems in companies in very different sectors – consulting, logistics, customer service – and the results are always the same: fewer hours wasted on tasks that do not add value, fewer errors, and the possibility of handling more volume without hiring more people.
The problem we solve
Time that is not recovered
Discharge, invoice or onboarding: these can be wasted minutes or hours. Multiplied by monthly volume, they are entire weeks of work that might not exist.
Mistakes that cost dearly
A miscopied piece of information in a contract, a miscalculated fee, a missing clause. Manual review does not scale as volume grows.
An invisible growth ceiling
You can't serve more customers without hiring more staff. Manual operations don't scale, and hiring to do the same thing doesn't solve the underlying problem.
Example: Automated onboarding in consulting
The incorporation of new clients or employees (onboarding) usually generates considerable paperwork. In the case of our client, the onboarding process took between 2 and 4 hours per file. We built a system on Google Workspace and Make that captures data, calculates fees according to rate, generates a customized proposal and contract, requests the necessary documentation and organizes everything in Drive. The consultant now just reviews and sends.
- Customer data capture from web form
- Automatic calculation of fees according to rates and services
- Customized proposal and contract generation
- File organized in Drive without manual intervention
Chatbot + Mailbot for quotations in a logistics operator
Our client was processing quote requests manually. We built a chatbot that collects the data, applies rates automatically, generates the quote in real time and issues a payment link. Now this logistics operator has a unique competitive advantage in the country: its customer can go from interest to payment in a single conversation: immediate information and quote, payment on the spot. Technical solution with LLM and n8n platform.
- Reception of requests via chat or email
- Automatic application of rates and exceptions
- Real-time budget generation
- Payment link issued without human intervention
Processes we can automate for you
Any repetitive task that your team does manually today is a candidate. These are the most common ones that we have already implemented or can implement.
Customer onboarding
Data capture, automatic proposal and contract, fee calculation, documentation request and archiving. From the first call to the ready file.
- Google Workspace
- Make
- Geyce
Conversational budgeting
- n8n
- ChatGPT
- Stripe/Paypal
Employee onboarding
- n8n(Make)
- Microsoft environment
- Slack/Teams
Receipt and organization of invoices
Invoices arrive by email, are sorted by supplier, filed in folders and recorded on the accounting sheet. Without touching anything.
- Gmail
- Dropbox
- ERP
Integration of labor data in ERP
- Email/Whatsapp
- Make
- A3 / Holded / Sage
Telephone agent for reservations and appointments
- Retell AI
- Google Calendar
- Own CRM
Lead tracking and nurturing
- HubSpot / Pipedrive
- Make
- Gmail
Internal applications and approvals
- Google Forms
- Slack / Teams
- Sheets / Notion
Automatic business reports
- Looker Studio
- Google Sheets
- n8n / Make
How we work
We don’t start building until we understand your process. And we don’t deliver anything until it works exactly as promised.
Diagnosis
We analyze the process: steps, current tools, volume, exceptions and real cost of doing it manually.
02
Flow design
03
Construction and testing
04
Delivery and support
Technologies we use
Always the most appropriate tool for your case, not the most expensive or the most complex.
Which process do you want to automate first?
Tell us what your team is doing today by hand and we’ll turn it into an automatic flow.
We work with companies of any sector that have repetitive processes and want to solve them at once. The first diagnostic session is free of charge.