The problem
In almost every company, someone spends part of the day doing the same things: copying data from an email into a spreadsheet, moving an order from one system to another, writing again to the customer who did not reply, building the same report every Monday.
Nobody enjoys these tasks, and they are easy to get wrong. A badly copied figure, a forgotten follow-up, a report that arrives late. And because they depend on one person, when that person is sick or on vacation, they simply do not get done.
The cost does not show up on any invoice, but you feel it: customers who go cold, errors that need fixing and a team busy with repetitive work instead of the work that actually needs a person.
What it does
Automating a process means getting a program to do, the same way every time and on schedule, a task someone does by hand today. These are the areas where I work most:
Prospecting and customer follow-up
- Scheduled messages that go out at the time you set, to start or resume conversations.
- Follow-up with the customer who asked and never wrote back.
- Anyone who asks not to be contacted again stops receiving messages.
- Nothing sensitive goes out without your approval: anything that needs your sign-off, such as a quote, waits for you.
This comes from the assistant platform I built at AI Solutions CR, where I work as a systems integration engineer, which includes automatic follow-up and message scheduling. If what you need is to answer incoming messages, see WhatsApp automation.
Systems that notify each other
A webhook, put simply, is one system telling another when something happens. For example: a booking comes in and the calendar system notifies the billing system; an order arrives and your team gets a message. Data moves on its own, with nobody copying it by hand.
Reports
The numbers someone puts together by hand today, such as weekly sales, conversations handled or missed calls, are generated from the data you already have and arrive ready to review.
Repetitive tasks and checks
Checking a website for updates, organizing information or sending a notice when something changes. A real example: Plica, which I built at AI Solutions CR, checks SICOP, Costa Rica’s public procurement system, every fifteen minutes during business hours, Monday to Friday, so companies do not have to do it by hand.
In every case, each important action is logged and payments are verified by a person.
How it works
- Diagnosis. Together we list the tasks that repeat, who does them, how often and in which systems.
- Proposal. We choose where to start: the task that takes the most time or causes the most errors. I explain what gets automated, what stays with a person and how we will know it works. You decide before we start.
- Build. I build the automation and test it with real data from your business before it goes live.
- Launch. We switch it on with your team in the loop and review the first results together.
- Support. I adjust it to what the operation asks for and we move on to the next process.
I work remotely with companies across Costa Rica. If your case needs more than connecting pieces, a custom system may be the better fit.
Who it is for
It suits companies where someone loses hours on tasks that are always done the same way:
- Repair shops and technical service companies following up on quotes and visits.
- Tour operators and lodges that confirm bookings and follow up on inquiries.
- Companies that sell to the government and need to keep up with public purchasing.
- Sales teams following up with many prospects.
- Companies that use several tools and copy data between them.
It is not a good fit if the task happens once a month and takes a few minutes, if the process changes every week and nobody has defined it, or if every case needs a different human decision. It is also not for sending messages to people who never asked to hear from you.