AUTOMATION OF REPETITIVE TASKS
The tasks that come back every week can run on their own
Automating does not replace anyone. It removes unnecessary actions.
A rule written once, which the computer then applies without forgetting.
Before and after
What changes?
Today
- The quote is copied into invoicing, then into accounting
- You look for the latest version of a document in three places
- Reminders are sent when someone thinks about it
- The tracking table is updated once a week, at best
- The company's knowledge resides in two heads
With LYVIA
- Information is entered once and circulates on its own
- Each document has one place, and only one
- Reminders are sent automatically, according to your rules
- Tracking reflects the real state, permanently
- Procedures are written down, and can be filmed if you wish
What an automation actually is
A written instruction that the computer applies without making mistakes. It has three parts.
It prepares, you confirm.
Quote accepted
Project file
Supplier order
Blocked hour
Advance invoice
Example: an accepted quote launches four actions without re-entry, the project file, the supplier order, the blocked hour in the agenda and the advance invoice.
Where to start?
With frequent, boring tasks that require no judgment.
Less human judgment
Rare taskFrequent task
- Filing documentsVery frequent, no judgment required
- Time entry and schedulingFrequent, clear rules apply
- Chasing quotes and invoicesFrequent, except for a client in difficulty
- Internal remindersRegular, deadlines known in advance
- Payroll preparationMonthly, only the mechanical part
- Responding to a complaintRequires tact, stays with you
- Setting a price, granting a discountCommits the company, stays with you
What stays under your control?
The decisions that no rule should make for you. The machine prepares, a human decides.
How does it work?
In four steps, and you validate each one.
Inventory
Who does what, and how often.
Rule in French
You read it and validate it.
Implementation
In your tools, such as Power Automate, Zapier or Make.
New inventory
A few weeks later, we compare.
Where to go next
- Making your software talkOne entry, available everywhere
- Connecting your softwareThe interfaces of eleven Swiss suites, with their sources
- Artificial intelligence that helpsWhere it truly serves an SME, and where it does not
- Your procedures on videoShown once, available to the whole team
- Everything is connectedFrom the picture to the payment, an SME's complete chain
Frequently asked questions
What people ask us
Does automation eliminate jobs?
Almost never. The time saved goes to clients and offers.
Do you need an IT specialist?
No. The rules are in French, and a team member is trained.
What if a rule makes a mistake?
It stops and alerts. Everything starts in test mode, without sending to the outside.
How long does it take?
A few days for the first rules, a few weeks for a complete set.
Do you need to change tools?
Almost never. Microsoft 365, Odoo, Google Workspace and bexio already have what is needed.