Services
Process automation for SMBs
Connect spreadsheets, WhatsApp, APIs, and systems to eliminate copy-paste, manual reports, and follow-ups that fall through the cracks.
Process automation for SMBs is not “adding a bot for the trend”. It is finding repetitive tasks that burn hours every week — reports, orders, reconciliations, reminders — and designing reliable flows that run with less friction and fewer human errors.
At Conecta we analyze your real operation, prioritize the flow with the best return, and implement it with stable integrations. If automation will not save measurable time or money, we tell you before we build.
Which processes SMBs usually automate
Orders that arrive on WhatsApp and must be logged in a panel or spreadsheet. Weekly reports built by hand. Lead or collections follow-up that depends on someone remembering. Notifications when a status changes. Basic reconciliation between a payment gateway and your internal register.
We start with a high-pain, lower-risk process: savings show up quickly and you gain confidence for the next flow. We avoid automating chaos — business rules come first.
Practical approach: integrate before reinventing
Often you do not need a brand-new system. You need what you already use to talk to each other. We use APIs, webhooks, orchestration tools when they help, and custom code when the flow is critical or too specific for fragile no-code.
We document the flow, failure points, and retry behavior. An automation nobody understands becomes operational debt — so we leave it operable by your team.
Typical scenario
A sales team gets requests all day in chat. Someone copies data into Excel, someone else forgets to reply, and closings slip. We automate structured capture, logging to a board, and a reminder if there is no response within X hours. Humans still close the sale; the machine stops leads from going cold.
Stack and tools
- Node.js
- n8n / orchestration
- REST APIs
- WhatsApp Cloud API
- Google Sheets
- PostgreSQL
- Webhooks
How we work
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01
Process map
What happens today, who is involved, where it breaks, and which metric matters (time, errors, lost leads).
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02
Flow design
Rules, exceptions, integrations, and success criteria — without automating ambiguous steps.
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03
Implementation and test
Pilot with real cases, failure monitoring, and fine-tuning before scaling volume.
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04
Operations
Documentation, alerts, and optional maintenance so the flow does not degrade.
Indicative pricing
A focused automation can be far cheaper than a full custom system. Range depends on systems to connect and business exceptions. We give a COP band after the express assessment; if ROI is not visible, we do not push the project.
Also includes
- Mapping of the current process and bottlenecks
- Integrations across spreadsheets, CRMs, WhatsApp, and APIs
- Alerts, boards, and follow-up without duplicated work
- Operational flows
- Integrations
- Alerts
- Less manual work
Frequently asked questions
Automation or custom software?
If the pain is connecting what you already have and removing repetitive work, choose automation. If you need a panel, complex rules, roles, and a system of record, choose custom software. Often we automate first and later consolidate into a system.
Can you connect WhatsApp to Excel or my CRM?
Yes, when APIs or connectors allow it. We evaluate each tool’s limits (WhatsApp Cloud API, spreadsheets, CRM) and design a stable flow — not a fragile patch.
How long does an automation take?
A bounded flow can ship in days or a few weeks. Many systems, exceptions, or dirty data mean we clarify rules first. We prefer one production flow that saves hours over a perfect diagram nobody uses.
Do you only use no-code?
We use the right tool for the risk. No-code or orchestration when it speeds delivery; custom code when the process is critical, sensitive, or too specific. The decision is about maintenance — not fashion.
What if an automation fails?
We design retries, logs, and alerts. Critical paths must not depend on a silent script. Part of the deliverable is knowing when it failed and how to recover.