Process automation

Business process automation with AI

Less repetitive work, more time for what matters. We connect your systems and automate the workflows your team still does by hand.

Automate my processes
  • ERP and CRM integration
  • Human input where it’s needed
  • Every step is traceable
No copy and pasteRuns on its own
Process automation

Less repetitive work. More time for what matters.

In many companies, a big part of the workday goes into copying information, filling in records, following up, checking data or moving it from one system to another.

These tasks are necessary, but they don’t always need to be done by hand.

At Dandelía we design business process automation solutions that connect your tools and make work faster, more organized and more efficient.

What we do

Which processes can we help you automate?

From a single task to complete workflows across teams and systems.

Administrative tasks

Repetitive activities that follow defined rules or procedures.

Data entry · Checks · Records

Workflows

Request, approval, follow-up and notification flows.

Approvals · Alerts

Data exchange

Data moves between applications, with no copy and paste.

Sync · APIs

ERP and CRM integration

Connect your business tools, based on what each one supports.

ERP · CRM · Platforms

AI-powered processes

Intelligent capabilities where they add real value.

Classify · Extract · Summarize

Alerts & reminders

Email or WhatsApp alerts at the right moment, so nothing slips.

Notifications
For every industry

Solutions for businesses in any industry

Technology takes a different shape in every business. Here are a few examples of how we apply it.

Logistics & distribution

Order entry, routing and delivery notifications.

Restaurants & hospitality

Supplier orders based on inventory, and end-of-day cash reconciliation.

Manufacturing

Work orders, maintenance and quality control.

Retail & e-commerce

Inventory and pricing synced across stores and your website.

Finance & insurance

Reconciliations, collections and up-to-date reports.

Healthcare & services

Appointment reminders, confirmations and follow-ups.

Professional services

Client proposals, contracts and invoicing.

Agriculture & agribusiness

Field records and reports without spreadsheets.

  • Small businesses
  • Enterprises
  • Startups & founders
  • Independent professionals
  • Executives & IT teams

Illustrative examples: every project is designed around your operations.

Signs

Which tasks would you like to stop doing by hand?

If any of these sound familiar, they can probably be automated.

  • You copy data from one system to another every day.
  • Approvals travel by email and WhatsApp, and get lost.
  • You build reports manually every week or every month.
  • The same data gets entered in three different places.
  • Follow-ups depend on someone remembering to do them.
  • Typos keep creating rework.

That’s exactly what we can solve.

Before and after

From manual to connected

The same task, before and after automation.

Before · manual

  • Someone fills out a form and forwards it by email.
  • Someone else copies the data into the system.
  • Each team involved is notified by hand.
  • Follow-up depends on someone’s memory.

After · automated

  • The request comes in through a single channel.
  • Data is validated and recorded in your systems.
  • Everyone gets notified automatically.
  • Everything is logged and auditable.
Process

How we automate

First we understand the process; then we automate it.

  1. 01

    Map

    We learn how the process works today, step by step.

  2. 02

    Prioritize

    We decide what to automate and what to leave in human hands.

  3. 03

    Design the workflow

    We define rules, exceptions and approval points.

  4. 04

    Build & integrate

    We connect your tools and test with real-world cases.

  5. 05

    Monitor & improve

    We track results and adjust when something changes.

Our approach

Automating doesn’t mean losing control

Good automation lets tasks run in a more organized way, with clear criteria and human input exactly where it’s needed.

  • We understand the process before we touch it.
  • Clear rules, with exceptions accounted for.
  • Every action is logged so it can be audited and improved.
  • We make the most of the tools you already have, whenever possible.
Use cases

Processes we often automate

Common examples in operations, sales and HR.

Requests & approvals

Time off, purchases, onboarding and paperwork with approval flows and automatic alerts.

Systems sync

Data that updates itself across your ERP, platforms and databases.

Notifications & reminders

Alerts to the right people when there’s something to do, review or approve.

Automated reporting

Reports that are generated and sent to the right people without building them by hand.

Invoicing & collections

Invoicing, payment tracking, reconciliation and reminders that run on their own.

AI document reading & classification

Extract data from documents or classify inquiries so they’re routed correctly.

Why Dandelía

A way of working designed so you can move forward with confidence

Fast, in stages

We quote as soon as we understand your needs and deliver in stages so you can get started quickly.

Clear communication

Direct, jargon-free communication in English or Spanish, by email or WhatsApp, with replies within one business day.

Your data, protected

Your data and processes are handled confidentially, with a focus on security and full traceability.

Built to scale

Designed to grow with you: more users, modules and connected systems whenever you need them.

Build your inquiry

Tell us what you want to solve

Pick what sounds closest to your needs. We’ll open WhatsApp with the message already written: no forms, no waiting.

We reply to inquiries within one business day.
You can choose more than one option
Send via WhatsApp
Keep exploring

More solutions from Dandelía

Custom software

Systems and web apps designed around the way you work.

Learn more

Artificial intelligence

AI agents and assistants applied where they create real value.

Learn more

WhatsApp chatbots

Organized customer service, with handoff to a person when needed.

Learn more

Platforms & intranets

Digital spaces that connect people, information and key processes.

Learn more
FAQ

Frequently asked questions

Do we need to replace all our systems to automate processes?
Not necessarily. In many cases we can work with your existing tools, depending on their features and integration options.
Is automation only for large companies?
No. Organizations of every size can benefit when there are repetitive tasks or processes that need to move faster.
How much does it cost and how long does it take?
It depends on how many processes and systems are involved in the automation. We send you a quote as soon as we complete discovery, which starts with an interview to understand exactly what you need. We work fast and keep in constant communication: delivery comes quickly, and if the project has several components or is large, we split it into phases so you can start using something as soon as possible and keep adding from there.
Which processes should we automate first?
The ones that repeat often, follow clear rules and take up a lot of time or cause errors. We identify them together in an initial mapping phase and prioritize by impact and ease of implementation.
What’s the difference between rule-based automation and AI automation?
Rule-based automation runs steps defined in advance. AI can handle less structured tasks, like reading a document, classifying an inquiry or writing a draft. Many processes benefit from combining both.
Can you integrate ERP and CRM systems?
We can evaluate connecting your business tools based on their technical characteristics and available integrations. We review each case before proposing a solution.
What if the process changes in the future?
We design workflows so they can be adjusted. When rules or systems change, the automation is reviewed and updated.
Do you work with my industry and with companies my size?
Yes. We work with organizations across industries (logistics, restaurants, manufacturing, retail, finance, services, healthcare, education and more) and of every size, from independent professionals and founders to large enterprises. We adapt the project’s scope and pace to your reality, and if the project is large, we move forward in phases.

Which tasks would you like to stop doing by hand?

Let’s talk about your company’s processes and find where technology can help.

Make a wish — we build it with AI & other technologies

Automate my processes