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Task automation

Your tools work together. Your teams breathe again.

Custom workflows link your forms, CRM, emails and tools: information flows on its own, without copy-pasting or oversights.

The problem

Your teams lose time repeating the same actions

Many simple tasks are still done by hand: copying data, sending the same emails, creating tasks, following up, notifying.

These actions seem small, but they add up, create errors and slow down everyday work.

The solution

Automations built around your tools and your processes

We analyse the way you work, your tools and the steps that can be automated, then build workflows tailored to your organisation.

The goal: not another tool, but connecting the ones you already use.

Architecture

A reliable workflow connects triggers, data and decisions

We clarify what triggers the process, which data flows, which actions run automatically and where a human validates.

Inputs

  • Triggers

    Form, email, new lead, file, status change or API event.

  • Business data

    Customer information, documents, statuses, CRM fields or content to transform.

Designed by Botello

Orchestration, with AI logic where useful

The workflow structures data, runs actions and notifies — with AI to classify, summarise or draft where useful.

  • Visible, testable steps
  • Error handling built in
  • Human validation when needed

Results

  • Tools in sync

    CRM, spreadsheets, emails, tasks and notifications stay consistent.

  • A more stable process

    Less copy-pasting, fewer oversights and more consistent execution.

Concrete example

A customer form that triggers the whole process automatically

A prospect fills in a form. The workflow captures the information, feeds the CRM, notifies the team, creates a task and prepares a personalised email.

  1. 1Form submitted
  2. 2Data checked and structured
  3. 3Contact added to the CRM
  4. 4Notification sent to the team
  5. 5Task created in Notion, Trello, ClickUp or another tool
  6. 6Follow-up email prepared or sent

Every manual step removed saves time and makes your organisation more reliable.

What we automate

Connect, transform, notify and sync your tools

Connect your tools

Link your forms, CRM, spreadsheets, emails, internal tools, APIs or databases.

Automate forms

Process incoming requests automatically and send them to the right place.

Send notifications

Alert the right people by email, Slack, WhatsApp or another channel as needed.

Sync data

Avoid double entry and keep several tools up to date automatically.

Generate documents

Automatically create emails, reports, files, contracts or documents from your data.

Build AI workflows

Add AI to certain processes to summarise, classify, draft or analyse information.

Use cases

Useful automations for almost every team

Sales

Qualify leads, create follow-up tasks, send emails and notify the team.

Customer support

Classify requests, send initial replies, create tickets or escalate important cases.

Administration

Generate documents, fill in spreadsheets, archive files or automate recurring processes.

Marketing

Sync contacts, trigger campaigns, track conversions or generate reports.

Tools

Your automations connect the tools you already use

We start from your existing stack: connectors move information cleanly, without adding complexity.

Collect

FO

Forms

Requests, leads, registrations

CRM

CRM

Contacts, statuses, opportunities

Structure

Google Sheets

Tables and tracking

Airtable

Operational databases

Notion

Docs and internal databases

Orchestrate

Trello

Cards and tasks

ClickUp

Projects and tracking

API

APIs

Internal tools

Notify

Slack

Team alerts

WhatsApp

Customer messages

@

Emails

Replies and follow-ups

Method

From your manual process to an automated workflow

Benefits

Fewer manual tasks, fewer errors, smoother operations

  • Time saved every day
  • Fewer oversights and errors
  • Better flow of information
  • More reliable, faster processes
Frequently asked questions

What you should know before automating a process

Does it replace my current tools?

No. It connects your existing tools and automates the actions between them.

Do I need a perfectly defined process first?

No. We help you clarify the process and define what can be automated.

Can AI be part of an automation?

Yes. Depending on the need, AI can summarise, classify, draft, analyse or enrich certain information.

Is it suitable for small businesses?

Yes. Even a small team saves a lot of time if tasks repeat every week.

Can you connect internal tools or APIs?

Yes, depending on the available access and the technical capabilities of your tools.

How much does an automation cost?

Quoted individually, based on complexity: tools to connect, number of steps, any AI logic. The first scoping call is free and without obligation.

How long until it goes live?

From a few days for a simple workflow to a few weeks for a complex process. Precise timeline at scoping.

Still have questions?

Tell us about your situation. We will get back to you and help you identify the most suitable solution.

Turnkey

You configure nothing. We deliver it ready to use.

Botello is not a self-service tool. We design, prepare and launch your solution end to end — you receive it up and running, tailored to your business.

What we do

  • Analysis of your needs and your content
  • Design of the assistant and its scope
  • Connection to your sources and your tools
  • Testing, tuning and go-live
  • Monitoring, adjustments and continuous improvements

What you do

  • Tell us what you need
  • Approve the result
  • Request adjustments whenever you like

Do you have a time-consuming process you would like to automate?

Tell us about the tasks you repeat and the tools you use. We will design the right workflow.