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    Service · L-03 · Flows3 / 4

    Process automation for SMBs

    SmartNexo process automation connects the apps your company already uses —CRM, email, calendar, payments, online store— so data moves from one to another without being copied by hand. We use rules where rules are enough and artificial intelligence only where language must be understood; if an app has no integration, we build the connector.

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    L-03 · FlowsOnline
    Online storeThe flowOut to your systems

    What it does

    1. 01Connects apps that do not talk to each other today: what comes in through WhatsApp, email or a form reaches your CRM on its own.
    2. 02Removes the work of copying and pasting data between systems.
    3. 03Alerts your team by email or Telegram when something important happens: an order, a payment or a hot lead.
    4. 04Creates records and documents from the data, for example a page in Notion or a document in Google Drive.
    5. 05Builds connectors (CLI) for apps with no native integration.
    6. 06When nothing on the market fits, builds the custom CRM, ERP or booking calendar.

    What it looks like in practice

    Illustrative exampleOnline store
    In

    New paid order in the online store.

    Example
    The flow

    Records the order, creates the shipping task on the team's board and tells the customer their order is on its way.

    Out to your systems
    • Order
    • Customer
    • Shipping task
    • Customer notified

    What it connects to

    Automation ties your operation's apps together; AI only steps in where text must be read or understood.

    The brain: AI models

    • OpenAI
    • Claude
    • Gemini

    Apps we have already connected

    Productivity
    Notion · Google Drive and Docs · Airtable · Microsoft 365
    Channels
    Gmail · Telegram · Instagram · Messenger
    Sales and scheduling
    Pipedrive · Calendly · Google Calendar
    Payments and store
    Stripe · PayPal · Shopify
    Work management
    Trello · Monday

    Your system has no integration? We build the connector.

    We have built custom CRMs and ERPs, connectors (CLI) for apps with no native integration, and our own booking calendars when nothing on the market fit. If your operation runs on an in-house system, the agent connects to it too.

    How we implement it

    1. Trace the workflow

      We map the whole process: which systems are involved, who copies which data where and where it gets stuck.

    2. Rules or AI?

      Most steps are solved with rules; we keep AI for reading emails, classifying requests or summarizing.

    3. Agent and human

      We define what the flow does on its own and at which point a person reviews or approves.

    4. Safe zone

      We agree on permissions, a log of what each flow does and how it stops if something fails.

    5. Objectives measured

      We measure process time, data-entry errors and team hours freed up against the baseline.

    See the full TRAZO Method

    When it is not worth it

    We tell you before we start, not after:

    • If the process changes every week or is not defined yet, it must be organized first: automating chaos only speeds it up.
    • If it happens a few times a month, the cost of automating it may not pay off.
    • If your apps already include the integration you need, sometimes it is enough to turn it on. We will tell you.

    Frequently asked questions

    Which apps does it connect to?
    We have connected, among others, Notion, Google Drive, Airtable, Microsoft 365, Gmail, Telegram, Instagram, Messenger, Pipedrive, Calendly, Google Calendar, Stripe, PayPal, Shopify, Trello and Monday. If yours is not on the list, we will look into it.
    What do you do if an app has no integration?
    We build the connector. We have developed connectors (CLI) for apps with no native integration and, when no system fit, custom CRMs, ERPs and booking calendars.
    Do you always use artificial intelligence?
    No. In step R of the TRAZO Method we separate what can be solved with rules —cheaper, faster and more predictable— from what really needs AI.
    How much does it cost?
    It depends on the volume, the channels and the integrations your case needs. That is why we do not publish prices: write to us on WhatsApp and we will send you a quote once we understand your process.
    Fig. 09 — Open a lineLine open

    The switchboard is open. Write to us.

    Talk to SmartNexo on WhatsApp or write to info@smartnexo.com

    We reply in less than 2 hours