Double data entry
Information typed into two or three systems.
Process automation
Business process automation so your team stops copy-pasting
Every business has tasks someone does every day that could happen on their own. We map how work flows today and automate the repetitive parts, without disrupting operations.
What it is
Automation makes software follow rules you already have
Process automation turns a sequence someone runs by hand into one that runs on its own: a new order creates a record, an overdue invoice triggers a reminder, a signed contract creates onboarding tasks.
Most rules already exist in someone's head or a procedure document. Automation makes them explicit, runs them the same way every time and logs every run. When a step needs reading or interpreting text, we add AI; when it doesn't, plain rules are cheaper and more predictable. Start with business process automation explained.
Problems it solves
Processes that usually need automation
Forgotten follow-ups
Renewals and reminders that depend on memory.
Hand-built documents
Proposals and reports assembled from many sources.
Benefits
Expected results
Hours back
Time for customers and sales.
Fewer errors
Rules applied the same way every time.
Speed
Next steps happen in seconds.
Visibility
A dashboard of runs, failures and pending decisions.
Want to know the cost and where to start?
Tell us in a few lines what you need. The assessment is free and we reply within 1 business day.
Use cases
Concrete examples
Lead to CRM
Form submissions create contacts, assign owners and send a welcome message.
Invoice reminders
Before and after due date, stopping when payment arrives.
Client onboarding
Signed contract creates folders, tasks and a next-steps email.
Email triage
AI classifies and routes incoming messages.
Weekly report
KPIs compiled from several sources every Monday.
Appointment confirmations
Day-before messages with self-service rescheduling.
How the project works
Automating without disrupting operations
- 01
Task inventory
What repeats, how often and how long it takes.
- 02
Prioritize
Best return, lowest risk first.
- 03
Run in parallel
Automation runs alongside the manual process until proven.
- 04
Switch and monitor
Retire the manual step and watch exceptions.
Integrations
Tools we commonly connect
- Google Workspace
- Microsoft 365
- Spreadsheets
- CRMs
- Accounting tools
- Payment providers
Why Exacta
Our approach
Organize before automating
Automating chaos only speeds it up.
Queues and retries
Every run logged, failures retried and alerted.
AI only where needed
Keeps cost and behavior predictable.
Frequently asked questions
Frequently asked questions
Do we need to replace our tools?
Usually not. Most automations connect existing tools via API, email or files.
What if an automation fails?
Every run is logged; failures go to a review queue and processes can be paused anytime.
Can you work with us remotely from Brazil?
Yes. We work in UTC−3, which overlaps with US East Coast mornings and European afternoons. Decisions and specs are written down, and every increment is testable in the browser. We don't have offices outside Brazil.
Go deeper
Articles and guides
Related services
Related services
Contact
Which task do you want to automate?
Describe the current steps and how often it happens.
- Reply within 1 business day
- No commitment
Find out how much time you can save
The assessment lists candidate tasks and estimates the gain.