Repeated task, repeated time
- By hand
- With automation
Done by hand, a task costs the same time every week. Automated, it takes some work at the start to set up and then barely needs attention.
Service 07
Automations for the daily routine
Small automations that take repetitive tasks off your plate: answering the same question, reminding clients of their appointment, copying orders into a spreadsheet. You stay in control and get time back to serve customers.
Sound familiar?
The day ends and the real work got pushed to later.
- I answer the same questions on WhatsApp all day long.
- Clients forget their appointment and I only find out when they don't show up.
- I spend my evenings copying orders into a spreadsheet.
Most of this always follows the same path. Whatever follows the same path can be automated, and your attention goes to what really needs you.
What's included
What can be automated
- 01
WhatsApp replies
A welcome message, an after-hours notice and ready answers to the most common questions, like prices, address and opening hours.
- 02
Appointment reminders
Clients get a confirmation and a reminder before their appointment, and you know ahead of time who confirmed.
- 03
Self-filling spreadsheets
Orders, quotes and website contacts go straight into a Google Sheet, organized and with no typing.
- 04
Faster quotes
A template that builds the quote or proposal with your brand from a few details, ready to send.
- 05
Review requests
The day after the visit, a polite message invites the client to review your business on Google.
- 06
Weekly summary
Every Monday, a summary of the week's orders, bookings and messages arrives in your email or on WhatsApp.
In practice
What changes with automation
The charts below are illustrations to explain how it works. The time each automation gives back depends on your business routine, and we measure it together with you.
Where routine time goes
Illustrative example. In the assessment, we look at your routine and start with the task that takes up most of your time.
How an automation works
Every automation follows this shape: an event, a rule and an action. You approve the rule before it goes live.
How it works
How we build your automations
- 01
Conversation
You tell us about your routine and where time slips away.
- 02
Choice
We start with the tasks that repeat the most and take the most time.
- 03
Build
We build and test with real situations from your business before switching on.
- 04
Walkthrough
We show you how it works and how to pause it, in a few minutes.
- 05
Follow-up
We adjust when your routine changes and check that everything is running.
FAQ
Questions about automations
Still have a question? Ask us on WhatsApp.
No. You explain how things happen today and we build it. At the end, we show you what was done and how to pause it if needed.
Whenever possible, the ones you already use: WhatsApp Business, Google Calendar, Google Sheets and Gmail. When it makes sense, we use artificial intelligence, like Claude, to write, summarize and organize information.
Only for what you approve, like opening hours, address and confirmations. Conversations that need attention stay with you, and the automation lets you know when someone needs an answer.
We test before switching on and leave a simple way to pause it. If something changes in your routine or in a tool, we adjust.
The data stays in your own accounts, like your Google and your WhatsApp. We only use the access the automation needs to work, and you can remove it whenever you want.
It depends on how many automations and which tools are involved. In the conversation, we understand your routine and give you the price before we start.
Let's talk
Which task are you tired of doing by hand?
Tell us about your business routine. In the conversation, we show you what can be automated first and what that takes off your day.
A dedicated team in Rio Claro, more than five years serving local businesses and a reply the same business day.
360 Marketing
Sartori's other services
The same people handle every front, so what you start here works with the rest of your marketing.
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