Service 02
Customer service and process automation to take repetitive work off your plate
Copying data from one spreadsheet to another, answering the same WhatsApp question, reminding clients about appointments, alerting the team when a form arrives: small tasks that add up to hours every week.
I map these tasks with you, automate the ones worth automating and connect the systems you already use, so information flows on its own and you can focus on what needs a human touch.
What customer service and process automation is
On the customer side, it's a chatbot on WhatsApp or on your website that answers common questions, organizes requests and hands the conversation over to you when needed.
Internally, it's workflows built with tools like n8n that connect systems: a form that becomes a record in your spreadsheet or CRM, an appointment that triggers a reminder, a report that lands in your inbox every Monday.
Every automation is documented, including what it does, where it runs and how to turn it off, so nothing depends on a black box.
Customer service and automation projects
Who it's for
Anyone answering the same messages several times a day.- Teams copying data by hand between spreadsheets, calendars and systems.
- Practices that want automatic appointment reminders and confirmations.
- Anyone using several tools that don't talk to each other.
How it works
- 01
Mapping
We list the repetitive tasks, how much time they take and which systems are involved.
- 02
Prioritization
We start with what saves the most time at the lowest risk, and make clear what isn't worth automating.
- 03
Build and test
I build the workflows, test them with real situations and adjust before they go live.
- 04
Documentation and training
You get documentation for each automation and learn to monitor and adjust it.
What you get
Everything is registered in your name and documented. Training is always included: four 1-hour sessions so you can master each tool.
- Customer service chatbot on WhatsApp and your website
- Automation workflows built with n8n
- Integration between forms, spreadsheets, calendar and CRM
- Automatic reminders and confirmations
- Team alerts when something needs attention
- Documentation for every workflow, plus training
Frequently asked questions
What is n8n?
It's an automation tool that connects hundreds of apps, such as WhatsApp, Google Calendar, spreadsheets, CRMs and email. It can run on your own server, which gives you more control over data and cost.
Do I need to replace the systems I already use?
In most cases, no. The goal is to make your current systems talk to each other. Replacing something is only suggested when the current tool allows no integration at all.
What if an automation stops working?
Workflows have error alerts and documentation. You learn to spot the problem, and with ongoing management, monitoring is on me.
Is my clients' data safe?
Workflows only use the data each task needs, with access in your name and in line with Brazil's data protection law (LGPD). For medical practices, clinical data never goes through customer service automations.
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Shall we get your next digital project off the drawing board?
A short, no-commitment conversation to understand where you are.
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