AI Automation for SMEs and operational teams

Automate repetitive back-office work. Keep control.

I automate repetitive operational workflows — email, PDFs and documents, CRM/ERP/TMS updates, reporting and follow-up — by connecting the tools your team already uses, not by replacing them.

Email
PDFs / documents
CRM / ERP / TMS
Reporting & follow-up

20-minute workflow review. We start with a single process, with clear scope and a measurable outcome.

Request a workflow review View solutions for transport and logistics

Most companies don't need "more AI". They need less manual work.

In many SMEs, a significant part of operational work consists of reading emails, copying data between systems, classifying documents, updating spreadsheets, chasing pending information and preparing repetitive responses or reports. These are necessary processes, but they consume time and generate errors.

Data that arrives by email or PDF and is manually re-entered.
Information spread across Excel, CRM, ERP and shared inboxes.
Tasks and follow-ups that depend on someone remembering to do them.
Repetitive queries that interrupt the operational team.
Reports prepared manually every day or every week.
Processes that work but don't scale without hiring more administrative staff.

Three automations that usually pay off first

I don't propose replacing your software or redesigning the whole company. We pick a concrete bottleneck and automate the flow around it.

Order / request intake

Trigger: An order, booking or request arrives by email, form or PDF.
Automation: Classify the request, extract key fields and prepare the update in CRM, ERP or TMS.
Human checkpoint: Ambiguous, incomplete or high-impact cases go to a person before anything is written to a critical system.
Business outcome: Faster intake, fewer copy-paste errors, and a clearer queue for the operational team.

Document processing

Trigger: PDFs, delivery notes, invoices or attachments land in an inbox or folder.
Automation: Read the document, extract structured data and validate required fields.
Human checkpoint: Low-confidence extractions or missing fields are queued for review.
Business outcome: Data reaches the right system without re-typing, with a record of what was captured.

Shared inbox and follow-up

Trigger: Status questions, incidents or pending replies pile up in a shared inbox.
Automation: Classify the message, draft a reply or follow-up, and log the next step.
Human checkpoint: The team approves or edits drafts before anything sensitive is sent.
Business outcome: Less inbox noise, faster follow-up, and fewer tasks that depend on memory.

If one of these matches how your team works:

Request a workflow review

20-minute workflow review. No commitment.

Before and after a typical back-office flow

The goal is not a new platform. It is fewer hand-offs between email, documents, systems and follow-up.

Before

1 Email or PDF arrives
2 Someone reads it manually
3 Copy and paste into ERP or CRM
4 Write a reply
5 Log follow-up in a spreadsheet

After

1 Email or PDF arrives
2 Extraction and classification
3 Validation of required fields
4 Human review if needed
5 System update
6 Draft or notification
7 Audit trail

Illustrative demonstration workflow, not a client case study. The exact steps depend on your tools and process.

Discovery, pilot, production, maintenance

1

Discovery

In a 20-minute review we map the current flow, volume, tools, exceptions and what a useful outcome would look like.
2

Fixed-scope pilot

We automate one process with clear inputs, outputs, human checkpoints and success criteria.
3

Production

If the pilot holds up, we run the flow in daily operations with review on uncertain or high-impact actions.
4

Maintenance

We adjust rules, logging and integrations as the process and the client stack evolve.

Working with the tools you already have

A useful automation has to fit real operations. Depending on the case, the flow can connect email, PDF documents, spreadsheets, forms, CRM, ERP, TMS, databases, APIs and messaging tools.

Integrations depend on the client stack. The architecture is decided case by case. We don't force a platform if it doesn't add value.

Automation with control, not a black box

Validations before writing data to critical systems.
Human approval for uncertain or high-impact actions.
Logging of inputs, decisions and outputs when the process requires an audit trail.
Exception rules so the system does not act when confidence is too low.
Integrations depend on the client stack — we work with the tools you already have, case by case.

First area of specialization

The approach is transversal, but the best automations come from understanding concrete sector processes.

Transport and logistics

Transport orders, documentation, PODs, incidents, status queries, operational inboxes and TMS/ERP updates.

View solutions for transport and logistics →

When does it make sense?

Good fit:

The process occurs tens or hundreds of times per month.
Information is manually copied between tools.
The team spends hours classifying, checking, responding or following up.
There is a person responsible for the process and the result can be measured.
The company wants to improve a process without replacing its whole infrastructure.

Not ideal:

If the process is exceptional, changes every time or requires complex professional judgment without a human review step, it is probably not the best candidate to automate first.

About

I am Juan Sensio, an AI engineer. I design operational process automations with validation, human review and a fit into the tools the team already uses.

I work directly with SMEs and operations leads. The goal is not to install a new platform, but to reduce repetitive manual work with a fixed-scope pilot and a measurable outcome.

Frequently asked questions

Usually yes, when there is a reasonable technical path — API, export, email, or another integration the tools already support. The exact method depends on your stack and is defined in the pilot, not assumed in advance.

Which process would you like to stop doing manually?

In a 20-minute workflow review we can identify if a process has enough volume, repetition and value to be automated.