Process Automation
We transform manual operations into automated flows. AI agents, intelligent workflows, and business rules working 24/7.
Why Automate?
Process automation doesn't just save a few minutes here and there—it redefines how you manage customer relationships. By eliminating repetitive tasks like data entry, manual follow-ups, and email approvals, your teams recover valuable time for strategic activities. Automated workflows increase speed, reduce errors, and ensure consistency in every customer interaction.
Processes We Automate
Lead Management
Automatic capture, scoring, territorial assignment, nurturing sequences, and escalation to sales when ready.
Sales Pipeline
Stage updates, follow-up reminders, stalled opportunity alerts, and close notifications.
Approvals
Multi-level approval flows for discounts, contracts, budgets, and internal requests with automatic notifications.
Customer Service
Case routing, automatic SLAs, time-based escalation, suggested responses, and post-resolution surveys.
Communications
Trigger-based automatic emails, welcome sequences, renewal reminders, and internal notifications.
Automated Reports
Real-time dashboards, weekly email reports, out-of-range KPI alerts.
AI Agents & Intelligent Workflows
Creatio integrates AI capabilities natively. We deploy intelligent agents that:
Ready to automate your processes?
We identify automation opportunities and design workflows that transform your operations