Which processes can be automated with AI?

Any repetitive workflow with clear rules, or any information someone looks up by hand today: enrollments and account creation, answers to students and customers, employee onboarding, resume screening, training expirations, certificate issuance, support tickets, invoicing, collections, reports, and data reconciliation between systems (LMS, ERP, CRM).

What is a RAG virtual agent?

An AI assistant that searches the organization's own sources (regulations, manuals, calendars, courses, policies) before answering, and replies citing that information. RAG stands for Retrieval-Augmented Generation: the AI does not make things up; it retrieves verified documents and writes from them.

How long does an automation take?

A RAG virtual agent over existing documents is live in 2 to 4 weeks. A workflow with integrations (LMS, ERP, CRM, WhatsApp) takes 3 to 8 weeks depending on the number of systems. We always deliver in phases, with the first useful automation in production within the first month.

What about data security?

Documents are indexed in a private vector database owned by your organization, with role-based access control; AI models are not trained on your information, and conversations are logged for auditing. We can run in your cloud or ours, in Mexico or the United States.

AI Automation

AI process automation

Q: Do I need to replace my current systems?

No. We integrate with what you already use: Moodle and other LMSs, ERP, CRM, Google Workspace, Microsoft 365, WhatsApp Business, Teams, Slack, and your own databases. The automation connects through APIs or each platform's connectors.

We automate the workflows that eat your team's hours today: enrollments, answers to students and customers, employee onboarding, certificates, tickets, invoices, and reports. We do it with virtual agents connected to your own sources (RAG) and integrations with the systems you already use, so the AI answers with verified information and the process runs on its own.

AI process automation: enrollment, HR, invoicing, reporting and support workflows connected by artificial intelligence

What we automate and how

We start with the process that costs you the most time and turn it into a workflow: the AI receives the request (chat, email, form, or WhatsApp), checks your documents and systems, performs the action (enroll, generate, notify, record), and leaves an audit trail. Where human judgment is needed, the workflow escalates to a person with all the context ready. No generic chatbots: every agent is fed exclusively with your institution's or company's verified sources.

Three fronts where AI removes manual work

The same principles, applied to the processes of your school, your HR department, or your operations.

Education workflows

Virtual agents that answer students with the regulations, the calendar, and course content; automatic enrollment; at-risk student alerts; assisted feedback; and certificates and micro-credentials issued without manual work.

HR workflows

Onboarding that triggers itself when the contract is signed: system accounts, ID badge, induction course, and checklist. Resume screening and summaries, answers about benefits and policies, mandatory-training expiration control (DC-3, NOM-035), and automated climate surveys.

Business workflows

Customer support and tickets classified and answered from your knowledge base; invoice capture, reconciliation, and collections; report and dashboard generation; contracts and documents from templates; data sync between LMS, ERP, and CRM.

Catalog of workflows we automate

If your process is not listed here and it is repetitive, it can almost certainly be automated too: tell us about it in the assessment.

RAG virtual agent

A chatbot that answers from your regulations, manuals, courses, and policies, citing the source. Web, Moodle, WhatsApp, and Teams.

Enrollment and registration

From form or payment to LMS enrollment, welcome message, and student calendar, with no manual data entry.

Student follow-up

Detects inactivity, low grades, or late submissions and triggers reminders, tutoring, or alerts to the instructor.

Certificates and micro-credentials

On completion, the DC-3 certificate or verifiable badge is generated and sent; the record is audit-ready.

Employee onboarding

System accounts, badge, induction, and signed documents in a workflow that starts on its own with the hire.

Assisted recruiting

Reads and summarizes resumes against the job profile, schedules interviews, and answers candidates.

Mandatory training

DC-3, NOM-035, and certification expirations tracked with automatic enrollment in the renewal course.

Customer support and tickets

Classification, knowledge-base answers, and escalation to a human with the full context.

Invoicing and collections

Invoice capture, validation, reconciliation, and payment reminders with WhatsApp or email follow-up.

Reports and dashboards

Reports that build themselves from LMS, ERP, and CRM data, delivered in the format and on the date you choose.

Documents and contracts

Generated from templates with system data, assisted review, and electronic signature.

Integrations

Moodle and other LMSs, ERP, CRM, Google Workspace, Microsoft 365, WhatsApp Business, Teams, Slack, and your own databases.

Educational virtual agent checking regulations, curriculum, and calendar to answer a student

RAG agents

Virtual agents connected to your sources (RAG)

The difference between a chatbot that makes things up and an agent you can trust is where it gets its information. Our agents first retrieve your organization's official documents and write the answer from them, citing the source.

Answers only from documents verified by your institution
Cites the regulation, manual, or class the answer came from
Escalates to a person when the question is out of scope
Role-based access: everyone sees only what applies to them

See educational virtual agents

Process

How we automate with you

Step 1

Process mapping

We document the current workflow step by step, measure how much time it takes, and define what to automate first and what stays with a person.

Step 2

Design and integration

We connect the systems, index your sources for the agent, and build the workflow with escalation rules and evidence logging.

Step 3

Operation and improvement

We launch with support, measure time and accuracy, and tune the workflow every month with the cases it could not solve alone.

From manual chaos to a workflow that runs itself

First automation in production within the first month
Integrates with the systems you already use, no migrations
Every action is logged for auditing
The same team that implements provides support

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Before and after automating with AI: from piles of paper and phone calls to an automatic workflow with documents captured, processed and sent

What changes when the workflow runs itself

Ranges we see in automation projects with agents and integrations; in the assessment we estimate yours.

Requests resolved without human intervention

80 %+

80%

With a well-fed RAG agent, most frequent questions from students, employees, and customers are resolved instantly; the rest reach a person with the context ready.

Reduction in manual data entry

70 %

70%

Enrollments, accounts, certificates, and reports are no longer typed: data travels between systems through integrations and stays traceable.

FAQ

Frequently asked questions

Which process costs you the most time?

Tell us and we will let you know, in writing and at no cost, whether it can be automated, how, and how long it takes. Same-day reply.

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