Process automation

Take the busyworkoff your team.

Automations for follow-ups, data entry, reports and handoffs between the tools you already use, with AI where it helps and a person in charge where it matters.

Book a call 30 min · Google Meet · with an engineer

What it is

The same task,
done for you every time.

Business process automation means letting software do the repetitive steps your team does by hand: copying data between systems, sending reminders, building the weekly report, routing a request to the right person. Altamar maps the process with your team, automates the steps worth automating and adds AI where a step needs reading or writing.

We start with the work that costs the most hours and the most mistakes, and we automate one piece at a time so you see the result before committing to more.

What we automate

Small tasks that
add up to whole days.

Company insights

Ask your business
a question

Sales, operations and support data in one place. Ask in plain language and get the answer, the chart and the numbers behind it.

Reads from postgresql googlesheets quickbooks hubspot shopify
Workflow automation

The busywork, done for you

Leads enriched, invoices matched, reports sent. With logs and a person approving the steps that matter.

Lead follow-upRun #1,284 RunningDone
  1. New lead Web form · Casa Verde
    0.2s
  2. AI enriches Company and budget found
    3.1s
  3. You approve Waiting for AnaApproved by Ana
    12s
  4. Follow-up sent WhatsApp · personalised
    0.8s
Working through 4 steps Waiting for your approval Done in 16s · about 18 min of busywork saved
Integrations and APIs

Connected to the tools you already run

Accounting, payments, messaging and spreadsheets, synced both ways so nobody types data twice.

  • Follow-ups and reminders

    Invoice reminders, quote follow-ups and appointment confirmations sent at the right time, in the right tone.

  • Data entry between tools

    Records created and updated across your CRM, accounting and spreadsheets without anyone retyping them.

  • Reports

    The weekly and monthly numbers built and sent automatically, from your own systems.

  • Integrations

    Your tools connected to each other, so a sale, a form or a payment starts the next step on its own.

When it fits

Automate it when:

  • The task follows the same steps every time.
  • It happens daily or weekly, and someone dreads it.
  • Mistakes come from copying data by hand.
  • The information already lives in a system you use.

How we work

A clear plan for
the work ahead.

Every project gets a plan like this before any code is written. You always know what is being built, what is next and when it ships.

Project planTypical 12-week build Week 6 of 12
  1. Weeks 1–2 Discovery

    Workshops with your team and a written scope with a fixed price and dates.

  2. Weeks 2–4 Design

    Flows and screens, reviewed with the people who will use them.

  3. Weeks 4–10 · In progress Build

    We build in steps and show you working software along the way.

Related work

Projects like this

FAQ

Common questions

All questions
How much does it cost?

Every project has a fixed price, set in a written scope after discovery, with the deliverables, payment schedule and dates. We do not publish a price list because the cost depends on what you need; a 30-minute call is the quickest way to get a number.

Related How pricing works

What should we automate first?

Rank your manual tasks by hours per week and by the cost of a mistake, and start with the one at the top that follows clear steps. One small automation that works beats a big plan that stalls.

Related What to automate first in a 20-person company

Do we have to change the tools we use?

Usually not. We connect the tools you already run and only suggest a change when a tool cannot be connected or is costing you more than it saves.

How do we prepare for an automation project?

Write down how the process works today, step by step, and who does each step. Our free process mapping sheet makes it a one-hour exercise.

Related Process mapping sheet

Book a call

Let's talk about what your team
still does by hand.

Pick a time that works. You talk to an engineer, not a salesperson.

 
Pick a day
Pick a day to see open times The shaded days have times.

What do you want to build?

We put it on our calendar and email you the invite with a Google Meet link.

You're booked, Alejandra.

Your invite is on its way to ana@company.com. The Google Meet link is in it.

Altamar · Intro call Booked
FromYTYour team
ToAMAltamar
DateWed, Sep 30 Departs12:30pm StatusConfirmed ClassEngineer
ConfirmationYour invite
SeatCaptain's table

Need to change it? Write to hello@altamar.dev

Google Meet link is in your invite