Automation
Connect the steps your team handles by hand today.
Copying details between tools, remembering follow-ups or repeatedly preparing the same document can be useful starting points for reviewing a process. At Workbetter, we create automations for businesses in Mallorca with a clear aim: work should move forward, and the team should know what is happening. Before connecting tools, we understand where each piece of data comes from, who needs it and what should happen when information is missing. We automate the agreed journey and prepare for its exceptions.
When it makes sense
- An enquiry arrives through a form, and someone types the same details into the CRM again.
- Follow-up depends on personal reminders, and steps get missed when the team’s workload changes.
- Reports require gathering data by hand, and it is difficult to trace an error or a duplicate.
What we deliver
- A process map showing the input, expected result and people responsible for each decision.
- Connections between the agreed tools, checking permissions, data availability and usage limits.
- Rules to validate information, avoid duplicates and separate exceptions that need human review.
- Execution records and agreed alerts to detect failures and help you understand what happened.
- Tests and recovery documentation, with a designated owner and agreed terms for maintenance.
How we work
- We follow a real example of the process and choose an initial journey with a result we can check.
- We connect the steps and test complete inputs, duplicates, missing information and connection failures.
- We review the result with your team and explain how to monitor, pause and resume the process.
Before we start
Do we need to replace our current tools?
Not always. We first review the tools you use and how they can connect. Some require an API, a paid plan or additional permissions; we check this before agreeing the scope.
Does every automation use AI?
No. If a straightforward rule solves the task, we can use it directly. AI can be useful when variable information needs interpretation and there is a practical way to review the result.
What happens if a connection fails?
We define alerts, recovery and error reviews to suit the process. Tools can change, so we do not promise maintenance-free operation. Licences, usage costs and ongoing support are separated in the proposal.