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Alberto Ortiz logo Alberto Ortiz Data · BI · Automation
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Process automation · Python, Power Automate and AI

Process automation for small business: repetitive tasks that run themselves, with the tools you already have

Invoices that get typed in, data copied between systems, files renamed and filed, emails answered the same way every time. I turn those tasks into workflows that run without intervention, using Python, Power Automate or AI where it genuinely adds value.

  • Automatic reading of invoices, delivery notes and PDFs
  • Workflows between ERP, Excel, email and folders
  • Documented processes your team stays in control of

30 minutes · no obligation · reply within 24–48h · or take the guided quick assessment

Illustration of an automated workflow connecting documents, data and systems

Timeline

2–4 weeks

Price

Fixed

Support

30 days

Does any of this sound familiar?

These are the situations people call me about. If you recognise one, there are hours to be won back.

Invoices and delivery notes someone types in

They arrive as PDFs and a person keys them into Excel or the ERP by hand. Hours every week, and errors that are impossible to avoid.

Data that travels by copy and paste

The order goes into the ERP, then into the tracking spreadsheet, then into the email to the customer. The same data three times.

Files that have to be moved, renamed and filed

Download, sort by client, save in the right folder, notify whoever needs to know. Every single day.

Emails answered with the same template

Confirmations, reminders, sending documentation. They could be triggered automatically from the data you already have.

What you get

No slide decks: concrete deliverables your team uses from day one.

Map of the current process

Before automating, I document how it is done today, step by step, and where the time is lost.

Automated workflow

A Python script or a Power Automate flow that runs the process end to end, on a schedule or triggered by an event.

Document reading with AI

Data extraction from invoices, delivery notes and PDFs with AI models, validated against business rules before anything is saved.

Integration with your systems

ERP, Excel, SharePoint, databases, email. The workflow leaves the data where you need it.

Control and traceability

A log of every run, an alert if something fails and a single place to review exceptions.

Documentation and handover

Your team knows what the workflow does, how to stop it and how to adjust it. 30 days of support after delivery.

A real case

The pattern repeats in almost every project: the process stays the same, it just stops being done by hand.

CETENMA · Energy

From a PDF invoice to data ready for analysis

Before

PDF invoices from which consumption data had to be extracted by hand before it could be analysed in energy-efficiency projects.

After

From the invoice file to analysis-ready data, processed automatically with Python. No manual work and no transcription errors.

More cases by sector on the home page.

How I work

No six-figure projects or long commitments: we start small and measurable.

Step 1

Free diagnostic call

A 30-minute video call: you walk me through the process and I tell you whether it makes sense, how I would approach it and what it would cost.

Step 2

Fixed-price pilot

A first, well-scoped project with a fixed price agreed up front and a result you can measure.

Step 3

Delivery, training and support

Everything documented and your team trained to maintain it. 30 days of support for questions and adjustments.

Calculator

What does that manual task cost you today?

Think of the repetitive task that takes the most time: keying invoices, entering orders, filing documents. Move the sliders and see the annual cost. No sign-up.

20

1 = monthly · 4 = weekly · 20 = every working day

1 h

Include checking, fixing and sending. It is usually more than it seems.

€22

Cost to the company, not net salary. An admin role is around €18–25; a manager, €40–60.

What it costs you today

Hours per month
0 h
Hours per year
0 h
Working days per year
0
Estimated annual cost
€0

Conservative estimate: it leaves out typing errors, delays and review time.

Get the breakdown by email

I’ll send you this detailed calculation plus the checklist “10 signs your Excel has outgrown itself” as a PDF.

No spam. One email with the report and, a few days later, one more. That’s all.

Frequently asked questions

Which processes are worth automating?
The ones that repeat with the same logic, have clear rules and consume hours: invoicing, reporting, data entry, document classification, reconciliations. If a process changes every time, it needs to be standardised first, and I can help with that too.
Do you use artificial intelligence?
Only where it genuinely saves hours: reading unstructured documents, classifying emails, extracting data from PDFs. For everything else, a well-written script is cheaper, faster and more predictable than an AI model.
What if the workflow fails one day?
Every workflow I deliver warns you when something does not add up and keeps a record of what it has done. No data is ever saved without validation. Your team knows how to stop and restart it, and the 30 days of support cover the initial adjustments.
How much does it cost?
We start with a fixed-price pilot on the process that eats the most hours, agreed after the free diagnostic call. If it works, we extend it to other processes. No long commitments and no hidden hours.

The next step is a conversation

Which repetitive task would you like to get rid of?

Tell me about it in a free 30-minute diagnostic call. I will tell you whether it can be automated, how, and for how much. No obligation.

Where should I start?Guided quick assessment · 2 min