Automation and integrations
Copying data from one place to another takes up hours of your team's time
We connect the tools your team already uses (email, Teams, Drive, spreadsheets, CRM, ERP) so repetitive work runs automatically.
Who it’s for
For teams that spend part of the day copying, pasting and letting colleagues know. Repetitive work isn’t hard, but it eats hours that should go to clients.
Signs you need this
- Someone moves information from email into a spreadsheet or the CRM every day.
- Important reminders depend on someone remembering.
- Every report is put together by hand.
- The month-end close for the accountants takes days.
What we do
- Starting from the diagnosis, we pick the repetitive tasks that take the most time.
- We connect the tools your team already uses, without making it switch systems.
- We start with fixed rules. AI only comes in for what the rules can’t handle.
- People still decide: the system prepares the work and they approve it in one click.
- We set up alerts for when something fails and write a one-page guide for each process.
A real case
In a small PR team, one person handled invoices by hand: naming them, filing them and matching them against the bank statement line by line. All of it piled up at month end, with all the risk of error that comes with it. Now the invoices are filed and matched automatically. In one month, 86% of bank statement lines were resolved without anyone touching them. The person only decides the exceptions, and each decision teaches the system.
Frequently asked questions
Do we have to change the tools we already use?
In most cases, no. We connect what your team already pays for and knows. We only suggest a new tool when the current one isn't enough, and we explain why.
What if an automation stops working?
Every automation sends an alert when it fails, by email or in Teams, and comes with a one-page guide that explains what it does and how to fix it.
Do we need someone technical on the team?
No. We build it and train the people who will use it. More complex systems may need us for maintenance or to add things as they come up, but everything stays on your side.
Whose name are the accounts in?
Your company's, from day one. We never keep anything on our side.
Tell us where your team loses time.

Prefer to write? marta.matos@withzeno.com