CodeMatrixPTEN

Task automation

The same information should not need typing twice.

One workflow in n8n or Make connects 2 to 3 systems you already use, with rules and error handling to organize a repetitive task.

From $480Work estimate. Taxes, receipt costs and final scope are confirmed in the proposal.Indicative timeline: 5 to 7 business days
Run a sample workflow Assess a repetitive task ↗

Remote delivery worldwide · Portuguese and English

Starting price for the scope shown. Additional complexity and features are quoted before work begins. Prices are in US dollars (USD).

Form, data processing and notification connected in an illustrative workflow
AI-generated conceptual illustration · fictional scenario

  • Data passed between the systems in the agreed workflow.

  • Clear rules for organizing a repetitive routine.

  • Error handling that makes failures visible to the team.

Take a repetitive task off your hands

Connect the task to its next step.

A submitted form can become a spreadsheet or CRM record and trigger a team notification. We map one process and build a workflow between 2 to 3 systems, with agreed rules and error handling.

Who it is for
Teams copying data between systemsBusinesses confirming appointments manuallyOperations with repetitive reminders and notifications

What you receive

The details are
part of the delivery.

  • 01

    Mapping the current process

  • 02

    1 workflow connecting 2 to 3 systems

  • 03

    Workflow development with error handling

  • 04

    Testing of the contracted workflow

  • 05

    1 page of documentation

  • 06

    15 days of adjustments

From presentation to experience

Run a sample workflow

Interactive demonstration with fictional data. It does not send messages, record contacts or connect to real accounts or systems.

Task automationIllustrative environment · fictional data
Demo environment · fictional data · no connection to real services

Request → organization → follow-up

  1. 1
    Request receivedWaiting to run
  2. 2
    Example data organizedWaiting to run
  3. 3
    Simulated CRM recordWaiting to run
  4. 4
    Assigned team notifiedWaiting to run

CRM preview

Opportunity DEMO-042

Source
Example landing page
Interest
Organize customer service
Assigned to
Fictional sales team
Status
Waiting to be recorded

No CRM or external service is accessed.

0 of 4 simulated steps completed.

This is an example. Let’s discuss how it could fit your business.

Assess a repetitive task

How it works

One step forward.
Then another.

Clear stages make the work visible, with scope and responsibilities agreed before execution.

  1. 01

    We map how the task is done and the time it currently takes.

  2. 02

    We agree the trigger, rules and systems involved.

  3. 03

    We build the workflow with failure alerts.

  4. 04

    We validate its operation and deliver the documentation.

Clear boundaries

Know what is
outside the scope.

Additional needs can be assessed in a separate proposal.

  • Servers, paid APIs and licenses
  • Systems without APIs, which require a separate assessment
  • Monthly maintenance
  • AI-powered automations, quoted separately

Follow-up and conditions15 days of workflow adjustments and corrections for failures identified during use, within the contracted scope.

Before you decide

Your questions.
Clear answers.

Will it work with the tools I already use?

We assess the systems and their integration options before preparing the proposal. The offer covers one workflow between 2 to 3 systems with APIs. Systems without APIs require a separate assessment; licenses, servers and paid APIs are not included.

What if one of the systems is unavailable?

The workflow includes error handling, with retry and alert behavior defined for the process. This does not eliminate third-party downtime. The offer includes one page of documentation and 15 days of adjustments; monthly maintenance is separate.

Can I adapt or expand the solution?

Yes. We start with the base scope on this page and assess your business needs. Additional features, integrations or complexity are defined and priced in the proposal before work begins. The final price and timeline may change with the agreed scope.

Commercial conditions

Agree on the plan before work begins.

01

Proposal and payment

Starting prices as of 18 October 2026 for the scope shown, quoted in US dollars (USD). The final investment depends on complexity and requested features and is confirmed in the formal proposal. No currency conversion is implied.

Standard terms: 50% upfront and 50% on delivery. Other payment methods and business invoicing arrangements are detailed in the proposal.

02

Starting and scheduling

Timelines begin after the upfront payment is confirmed or the purchase order is approved, and the required materials and access have been received. Approvals and scope changes may affect the schedule.

03

Third-party services

Third-party costs, such as domain registration, hosting, Meta, AI providers and licenses, are not included. Usage is estimated in the proposal based on expected consumption and current rates.

Task automation

Your next step can start here.

Tell us about your needs. We will align the objective, scope, dependencies and next step for this solution.

Assess a repetitive task View all solutions →