Workflow automation & RPA
Less copying and pasting. More control.
If your team spends its day downloading files, changing prices or gathering information across portals, we can start there. We review the workflow, its rules and exceptions to define what is worth automating and which decisions should remain with a person.
Discuss this serviceWhat we can work on
- Portal workflows and document organization by distribution center, company and date.
- Spreadsheet-based catalog preparation, review and bulk updates.
- Authorized data collection, cleanup and normalization.
- Event and purchase-journey checks before campaign launches.
Before we start
We start with one task: its inputs, expected output, frequency and permissions. Integrations, access, maintenance and testing are agreed for each case. The portfolio walkthroughs let you explore the logic without connecting to client accounts or changing their systems.
Related projects
Interactive walkthrough
Living catalog
One spreadsheet, one up-to-date catalog. Explore the Morrow Goods collection: change names and prices, review exactly what will be updated and sync the products. A workflow designed to reduce repetitive tasks while keeping you in control of every change.
UniverseInteractive walkthrough
Operations orbit
See how portal automation works: sign in, select a company, visit its distribution centers and download the documents for your chosen period. Enter the Alder Vale portal, follow each action and explore files organized by center and date. Access and authorization for each integration remain under your control.
UniverseInteractive walkthrough
Data radar
Morrow Goods, Alder Vale and Vela House: three differently formatted catalogs, one working dataset. Choose the sources, collect their products and find duplicates, missing prices and stock alerts. Each integration respects its sources’ permissions and terms.
UniverseInteractive walkthrough
Verified signals
Follow a Morrow Goods purchase from the first visit to payment. Audit every signal and find a missing cart event, an inconsistent currency and a duplicate purchase. Fix each issue and watch measurement health improve before investing in campaigns.
UniverseBefore you get in touch
What is the difference between RPA and an API integration?
An API connects systems through an interface designed for that purpose. RPA can reproduce interface steps when a suitable integration is unavailable. The choice depends on permissions, portal capabilities and ongoing maintenance.
How much does a project cost and how long does it take?
It depends on scope, available materials and integrations. Send me your idea and a target date so we can review deliverables, schedule and budget. One fixed price cannot cover every project.
Planning your project
Which process should we automate first?
A repetitive task with clear rules and accessible inputs. We review frequency, error points and the effort required to maintain the automation.
Can the bot bypass verification or permissions?
No. Portal access, permissions and verification requirements must be respected. When a decision or verification needs human input, that checkpoint stays in the workflow.
How do we estimate potential savings?
We first measure manual time, frequency and exceptions. Then we compare the pilot against that baseline. We do not promise a number without measuring the actual process.
What should I send to get started?
A summary of the problem, references, existing links or materials, your target date and who will review the work. Do not share passwords or customer personal data in the first message.
Can we work together from different countries?
We can communicate in English or Spanish and coordinate remotely. Reviews and meetings are agreed around our time zones.
Explore a case in detail
Living catalog: product updates
Updating products one by one makes changes difficult to review. Living catalog represents a workflow where the spreadsheet, change comparison and store view are part of the same journey.
Read the caseFrom the first conversation to deliverables
1. Understand the brief
We review your goal, users, available materials and constraints.
2. Agree on the scope
We document deliverables, revisions, schedule, responsibilities and dependencies.
3. Design and review
We work with specific assets or flows so you can review actual decisions, not just a promise.
4. Prepare the handoff
We agree on files, documentation and required checks. Publication, implementation and maintenance depend on the contracted scope.
The professional behind Alto Impacto Visual
I’m Xavier Nava Dávila, a freelance graphic and UX/UI designer. Explore my projects and the scope of each service here. My profile links to my professional background, portfolio and client reviews so you can cross-check them before hiring.
Meet Xavier Nava and explore his professional profilesDesign & visual communication · Remote work · ES / EN
Let’s start with what you need.
Tell me what you want to solve, share your current site or references if you have them, and let me know your timeline. We can use that to define the scope, deliverables and a proposal suited to your project.