Connect and automate
Matrix to Prioritize Automations
CSV matrix to prioritize automations using your operation's data: repetition, volume, time, errors and dependencies. Helps you choose the first task to automate before evaluating tools.
Knowledge centre
Clearer decisions. Technology put to better use.
Guides, criteria and practical resources to connect your business with technology.
Tools to put it into practice.
Browse all knowledge
Connect and automate
Request Log and Tracking
CSV log to track requests received via WhatsApp: source, type (sales or support), owner, status, next step, date and closure. Allows you to see what’s pending and which channel brings requests that actually close.
Connect and automate
Spreadsheet Dependency Diagnostic
Markdown diagnostic to evaluate whether a spreadsheet is still suitable for a process. Walks through concurrency, controls, traceability, integrations and impact, and concludes with a decision: keep, tidy, or migrate.
Connect and automate
Systems and Data Flow Map
CSV template to map systems and data flows: which data travels, from which owning system, to where, with what trigger and frequency, how it is reconciled and what happens if it fails. Useful to prepare an integration without duplicating information.
Connect and automate
Template to Map a Quotation Process
CSV template to map a quotation and approval process step by step: input, owner, condition, output, exception, wait time and follow-up. Use it to capture the real process with your team before improving or automating it.
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