Walk Through the Real Process
We follow an order, invoice or quote end to end, exceptions included.
Stop retyping the same data into three systems.
Integrations first, AI only if it pays. Your store, CRM, ERP, accounting software and inbox connected, so invoices, quotes and orders move by rules instead of by hand, with a log of what moved and what failed.
Two SaaS tools and a simple trigger? Zapier or Make will do it for a monthly fee. We will say so.
Honest before clever
Next in Build
Retrieval Over Private Data
Answers from your own documents, with sources.
What it is
Data entered once, and moved by rules instead of by hand
Process automation and integrations connect the systems a business already runs: its store, CRM (customer records), ERP (stock and operations), accounting software and inbox. Invoices, quotes, orders and records then move between them by rules instead of by hand.
You get fewer retyping errors and a log of what moved and what failed. We moved Senfoni Koçluk, an Istanbul coaching practice, off WhatsApp and spreadsheets onto one platform. We add AI only where a person would otherwise have to read something.
Process Automation & Integrations moves data between systems by rules, with AI optional. Agent Pipelines suit messy inputs, such as emails and PDFs, that need reading or judgement. Custom Platforms & Portals fits when the spreadsheet should become a full system with different user roles.
You probably do not need AI for this. Plain connection code solves most retyping and syncing. Custom work beats a no-code tool only when volume, money or complexity make unnoticed failures expensive.
What walks in
Most automation work starts with one of these
Data entered once, fewer retyping errors, and a log of what moved and what failed.
Every order is retyped into accounting, and the totals never quite match.
WordPress & WooCommerce
02The business runs on one spreadsheet only one person understands.
Custom Platforms & Portals
03A no-code automation broke silently. A customer told you.
Maintenance & Hosting
04Someone reads emails and PDFs all day to copy a few fields.
Agent Pipelines
What we already know
The details that decide whether it holds up
-
01
Plan for itEvery field needs one owner
When two systems can both edit an address, a two-way sync eventually overwrites the correct one.
-
02
Webhooks arrive twice, late and out of order
A webhook is an instant message one system sends another. Every step must be safe to process twice, and able to wait for a missing piece.
-
03
Totals drift by cents
Systems round tax differently, per line or per invoice. So rules for matching up totals belong in the design.
-
04
Integrations die quietly
Logins expire and vendors change their APIs. So monitoring that notices "nothing has synced since Tuesday" is part of the job.
How a job starts here
Walk the real process, map it, then run it beside the old one
Map Systems and Rules, Then Quote
We write down which system owns which field, what starts each step and what happens on failure. That becomes a fixed scope and price.
The path
In logistics, that means feeding the transport system (TMS), load board and accounting you already have, with one owner per field.
Build, Run in Parallel, Switch Over
Background jobs that retry on failure, numbered PDF quotes and invoices, and a small internal tool with a sync log in place of the spreadsheet. It runs beside the manual process until the numbers match. AI steps come in only where someone reads emails or PDFs.
Run It
On a Run plan we watch the sync log, renew logins and keep up with vendor changes.
Who it is for
Custom work pays when a silent failure is expensive
Custom integration beats a no-code tool only when volume, money or complexity make unnoticed failures costly. Otherwise we will point you to the cheaper tool.
A good fit
-
01
The same data is entered by hand into two or more systems every week.
-
02
Invoices, quotes or reminders follow rules you can describe, and your systems have APIs or exports.
-
03
Copying mistakes cost real money: wrong invoices, missed payments, double-booked stock.
Not a fit yet
-
Two SaaS Tools, a Simple Trigger
Low volume between modern online tools: Zapier or Make will do it for a monthly fee, and we will say so.
Zapier, Make or similar
-
The Process Changes Weekly
If the process is unclear or still moving, agree how it should run first.
Consulting & Roadmap
In production
Off WhatsApp and spreadsheets, onto one system
FAQ
Questions people ask before automating
Usually no. They follow rules, and plain code handles rules best. AI helps only when someone must read free-form input, such as a supplier's PDF.
Yes, if both have an API (a connection point for other software) or a reliable export. Most do. We decide which system owns each field, and log every transfer.
Use Zapier, Make or similar for simple, low-volume links between modern online (SaaS) tools. Custom work is worth it when volume is high, the logic is complex, money is involved, or an unnoticed failure would cost you customers.
Usually a fixed-price build. The price depends on the number of systems, whether data flows one way or both ways, and how much data needs cleaning. Keeping the connections working as vendors change their systems is a monthly Run plan. Current prices are on our pricing page.
