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Rubén Solano

Process automation

Business process automation

I turn manual, repetitive tasks — moving data between spreadsheets, preparing reports, processing documents, syncing systems — into scheduled, traceable, maintainable workflows.

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Problems it solves

  • Copying and pasting between systems

    The same data is typed into the ERP, a spreadsheet and an email. Every manual step is a chance for error.

  • Reports rebuilt every week

    Someone spends hours gathering data from several sources, formatting it and sending the same summary.

  • Documents that must be read and transcribed

    Invoices, delivery notes or forms arrive by email or as PDFs and someone keys in the data by hand.

  • Processes that depend on one person

    If that person is away, the process stops. Nobody knows exactly how it is done.

Tangible examples, not vague promises

A useful automation is usually small and concrete. For example: every Monday at 7:00 a process downloads the exports from the online shop and the ERP, matches them by reference, calculates stock differences and sends a summary to purchasing. It used to be two hours with three spreadsheets open; now it is an email. The value is not the technology, but that the process no longer depends on someone remembering and not making a mistake.

How I build it

I mainly use Python for its ecosystem for data, spreadsheets, PDFs and APIs. Each automation includes activity logging, validation of input data and a dry-run mode that changes nothing, so you can check the result before going live. As a process grows, I structure it with the same discipline as a data pipeline: separate steps, tests and orchestrated execution.

When it makes sense and when it doesn’t

A practical rule: multiply the time each run takes by the number of runs per year and by the hourly cost; compare it with the effort of building and maintaining the automation and with the cost of the errors it would avoid. If the result is doubtful, the answer is usually not to automate yet, or to automate only part of it. I would rather tell you before we start.

What you get

  • Working automation

    Python scripts or services with scheduled execution (daily, weekly, event-based), activity logs and error handling.

  • API integrations

    Connections between the tools you already use (online shop, ERP, CRM, email, spreadsheets, storage) where they offer an API or export.

  • Validations and alerts

    Checks that the data is consistent and clear notifications (email or message) when something fails or does not add up.

  • Operations documentation

    What each automation does, where it runs, how to restart it and how to change it, written for non-programmers.

How I approach it

  1. 01

    Map the current process

    We write down the real steps, exceptions and who is involved. Exceptions are what shapes the design most.

  2. 02

    Decide what to automate and what not to

    I weigh frequency, time and error cost against the effort of building and maintaining. Some parts stay manual on purpose.

  3. 03

    Build the smallest useful version

    I automate the main path first with real data and run it alongside the manual process to compare results.

  4. 04

    Go live with supervision

    Scheduled execution, a log of every run, failure notifications and a follow-up period.

  5. 05

    Handover

    Documentation and a hands-on session so you know what to do if something changes or breaks.

Concrete examples

  • Spreadsheets that update themselves

    Consolidate several Excel files or exports into one source, apply rules and produce the final sheet ready for review.

  • Automated weekly report

    Pull data from several sources, calculate indicators and send a PDF or sheet to whoever needs it, always at the same time.

  • Invoice and document processing

    Read PDFs and emails, extract amounts, dates and references, compare them with orders and leave a list of discrepancies.

  • Synchronisation between systems

    Keep stock, prices or customers aligned between the online shop, the ERP and working sheets.

  • Reviews and reconciliations

    Match movements against internal records and flag what does not add up for a person to review.

  • Alerts and scheduled tasks

    Reminders, backups of business data or file clean-up following clear rules.

Who it is for

  • SMEs and admin or operations teams that work with Excel, email and several programs that do not talk to each other.
  • Online shops reconciling orders, stock and invoices by hand.
  • Firms and consultancies that prepare the same reports every week or month.

Realistic benefits

  • Fewer hours on repetitive tasks and fewer transcription errors.
  • Reproducible results: the same process, run the same way, every time.
  • More traceability: there is a record of what was done and when.
  • Process knowledge documented instead of living in one person's head.

Limits and honesty

  • I do not automate processes that change every time or depend on human judgement without rules; in that case I propose assisting rather than replacing.
  • If a tool offers neither an API nor an export, the integration can be fragile; I will explain the risks before building it.
  • I do not promise a specific saving before seeing the process. We estimate it together with your data.

Frequently asked questions

Which processes are worth automating?

Those that repeat often, follow reasonably stable rules, take noticeable time and cause errors or delays when done by hand. A simple way to estimate it is to multiply time per run by runs per year by hourly cost and compare that with the cost of building and maintaining the automation.

Do we need to change the tools we already use?

Usually not. I start from what you use (Excel, email, your ERP or online shop) and add the automation around it. Changing tools only makes sense when they are the real bottleneck.

Where do the automations run?

It depends. They can run on a small server or cloud service, on a computer in your office or as scheduled tasks on your hosting. I recommend the simplest and cheapest option that meets the requirements.

What happens if something fails or a format changes?

Each automation logs its activity and alerts on failures. Format changes at the source are the most common cause, and they are documented so they can be fixed quickly — by me or by whoever you choose.

Can I see examples of your work?

You can see my published projects on this site. Client work is always described at a high level, without identifying data, for confidentiality.

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