Process Automation
Process automation that ends the copy and paste
Process automation removes the repetitive work in your office: data entry, document handling, scheduling, notifications, and approvals. A form comes in and the rest happens without anyone touching it. It is for teams whose staff spend a large share of the week on admin. Included: workflow mapping, the build, integrations with your existing tools, and monitoring. Cost depends on the number of workflows and systems connected.
Transcript
- 01 · The old way. Every new client: two hours of copy and paste. Onboarding checklist, Example: copy details into the CRM, create the client folder, send the contract, make the invoice, schedule the kickoff, set up the task board. Time on admin: 2h 10m.
- 02 · The trigger. The client signs. That starts everything. Service agreement, Ortega Studio, Example. Signed · 9:14 am.
- 03 · The workflow. Every step runs itself, in order. Contract signed. Update the deal. Create the client folder. Book the kickoff. Build the project board. Send the first invoice. Paid? Yes. Send the welcome kit. Elapsed 0:52.
- 04 · The result. Same onboarding. Under a minute. Before, by hand: 2h 10m, 6 manual steps. After, automated: 0:52, 0 manual steps. Example.
- Automate the work nobody should be doing. Book a consultation. hello@alfoai.com
How it works
Form submitted goes in. Creates the client record. Sends the intake packet. Schedules the kickoff. Notifies the team. Result: Done in 40 seconds, No one touched it.
- Creates the client record
- Sends the intake packet
- Schedules the kickoff
- Notifies the team
What you get
Workflow Automation
End-to-end automation of multi-step processes across your email, CRM, calendar, and document systems.
Document Processing
AI reads, extracts, classifies, and routes documents: contracts, invoices, intake forms, and applications.
Email & Communication
Automated email sequences, follow-ups, reminders, and notifications triggered by events in your systems.
Data Sync & Migration
Keep your systems in sync automatically. No more manual data entry between your CRM, EHR, and accounting software.
Approval Workflows
Route decisions to the right people with context. Track approvals, escalate delays, and maintain audit trails.
Custom Integrations
Connect any two systems, even legacy software without APIs, using browser automation and custom middleware.
Who this is for
You will recognize yourself in at least one of these.
- Staff spend 40% of their time on admin tasks
- Manual data entry causes errors and delays
- Processes depend on one person who might leave
- Growth requires hiring more people for the same work
See it in the field
DogWalkerPro
Full Digital Platform for Dog Walking & Pet Care Business
From text-message scheduling to a full platform with iOS app, GPS tracking & AI chat
90%
Manual Work Eliminated
Industries we build this for
Questions people ask
What tools do you use for automation?
We use a mix of platforms depending on complexity: Make (Integromat), n8n, and custom Node.js integrations for AI-powered automations. We also build custom APIs and browser automations for legacy systems.
Will automations break if our systems change?
We build automations with error handling, retry logic, and monitoring alerts. If something breaks, we are notified immediately and fix it, usually before you even notice. Maintenance is included in our support plans.
Can you automate processes that involve paper documents?
Yes. We use AI document processing to scan, extract data from, and digitize paper documents. Combined with workflow automation, we can take a process from paper intake to digital completion.
How do you calculate ROI?
We measure time savings (hours per week), error reduction, faster cycle times, and headcount avoidance. Most automations pay for themselves within 3-6 months through labor savings alone.
Do you provide training for our team?
Yes. We train your team on how the automations work, how to handle exceptions, and how to request changes. We also provide documentation and runbooks for every automation we build.
Want this running in your business?
Book a free 45-minute workflow audit. We will tell you what it takes and what it costs.