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5 processes that every company should automate this year

From issuing NF-e to updating records: the most common processes in Brazilian companies and how each can be automated without complexity.

It doesn't matter the size of your company or the sector in which it operates: there are tasks that are repeated every day, take up the time of qualified professionals and are fully automatable. We list the 5 most common ones — and how Dablio Robô resolves each of them.

1. Issuing and sending invoices

Access the tax system, fill in the invoice data, issue it, download the XML and PDF, and send it by email to the customer. This process can be repeated dozens of times a day. With automation, a single flow does all this sequentially, without human intervention.

2. Updating records in internal systems

Receiving new data via spreadsheet or email and manually transferring it to the ERP or internal system is a task that generates errors and wastes time. A robot reads the data and feeds it to the system automatically, validating and logging each record processed.

3. Downloading documents from public portals

Certificates, guides, receipts, statements — numerous documents need to be periodically downloaded from government portals and organized by client or period. Dablio Robô navigates these portals and does the work autonomously.

4. Sending Bills and Reminders

Identify customers with outstanding payments and send reminders via WhatsApp, email or SMS. With automation, this process runs daily based on an updated list, without needing someone to manually review and trigger it.

5. Generation of periodic reports

Collecting data from different systems, consolidating it into a report and sending it to managers is a common task in any company. An automated flow does this work at the time you define — daily, weekly or monthly.

Summary: processes that benefit most from automation
Issuing and sending invoices
Updating system records
Download documents from public portals
Sending charges and reminders
Report generation and distribution
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