Documents, forms and triggering events
05
Administrative operations
Information that moves between your tools on its own.
Connects inputs, validations and system updates to reduce manual work, copying errors and waiting time in repetitive administrative processes.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE ADMINISTRATIVE AUTOMATIONHow an enquiry travels through the system
Flow simulation, not live executionEntrada de DocumentosEmail, PDF, Form & API
Extracción OCR / IACampos & Comprobantes
Validación ReglasListas, Fechas & Montos
Sincronización ERPDrive, ERP & CRM
Control ExcepcionesIdentificación Desvíos
Reporte OperativoTrazabilidad Completa
Alerta AdministrativaAviso de Aprobación
PASO 1 · INGRESO DOCUMENTALEntrada de Documentos
Captura de Archivos y DatosRecibe facturas, contratos, planillas o comprobantes adjuntos.
- 1. Entrada de DocumentosEmail, PDF, Form & API
- 2. Extracción OCR / IACampos & Comprobantes
- 3. Validación ReglasListas, Fechas & Montos
- 4. Sincronización ERPDrive, ERP & CRM
- 5. Control ExcepcionesIdentificación Desvíos
- 6. Reporte OperativoTrazabilidad Completa
- 7. Alerta AdministrativaAviso de Aprobación
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
n8nEmailGoogle WorkspaceMicrosoft 365CRMPrivate APIsOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessHubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
Private APIsCRMMicrosoft 365Google WorkspaceEmailn8nMakeZapierMercadoPagoTypeformGmailOutlookSupabasePostgreSQLZoho CRMIntercomGoogle SheetsMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
n8nEmailGoogle WorkspaceMicrosoft 365CRMPrivate APIs
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Validation rules and exception handling
Destination systems and data formats
Alerts, owners and required traceability
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Less duplicated data entry
Uniform validation before moving forward
Traceability for every execution
Alerts when an exception needs review
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
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orkelya.comEnterprise AI · B2B Diagnostic
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