Skip to content

Automating
the work that
takes up your time

Weblilo automates repetitive business processes, connects existing systems, and reduces manual work to make everyday operations more efficient

Six ways to less
manual work

Recurring tasks that can be automated reliably. Every solution builds on the systems already in use

InvoiceNo. 4471

Holzwerk Muster AG

Oak parquet, 40 m²Skirting boards, 32 mDelivery
TotalCHF 1'240.50
Extract
SupplierHolzwerk Muster AG
AmountCHF 1'240.50
Due date30.11.2026

Document processing

Capture, read, and prepare invoices and documents for processing automatically

Learn more
Parquet inquiry, apartment
Invoice October
Question about delivery
Bathroom quotation
Inquiry+1
Invoice+1
Support+1

Email automation

Learn more

Detect inquiries, process information, and simplify recurring communication workflows

SalesAccountingHours
Monthly reportSample data

Reports & data

Consolidate business data and generate recurring reports automatically

Learn more
Integration
CRM
ERP
Email
Shop
Sheets
Database

System integration

Connect existing applications and exchange information reliably between systems

Learn more

Custom automations

Tailored workflows for specific requirements and existing business processes

Learn more
Inquiry
CRM
Quotation
Approval
Follow-up

Customer processes

Design efficient workflows from the first customer contact to follow-up

Learn more

An inquiry becomes a quotation

A typical workflow on a living canvas. Keep scrolling to follow every step

Scroll

An inquiry arrives

What happens
A new email is recognized automatically as a customer inquiry and handed to the workflow
Information processed
Sender, subject, and inquiry text
Benefit
No inquiry is left waiting, even on a busy day

The details are extracted

What happens
The key details are marked in the text and transferred into clearly defined fields
Information processed
Service, area, material, and preferred date
Benefit
No retyping, no transcription errors

Rules check the details

What happens
Required fields are checked, the service is matched, and missing details are flagged
Information processed
Required fields, service catalogue, and price list
Benefit
The calculation follows your own rules, without guesswork

The quotation takes shape

What happens
Line items, quantities, and prices from the price catalogue are placed into your own template
Information processed
Customer details, line items, and prices
Benefit
A finished quotation in minutes instead of days

A person approves

What happens
The quotation is presented for review and approved with one click
Information processed
Quotation as PDF
Benefit
Control stays within the business

The quotation is sent

What happens
After approval, the quotation goes to the customer by email
Information processed
Email with PDF attachment
Benefit
Delivery takes care of itself

From inquiry to finished quotation

What happens
All steps are connected and traceable at any time
Information processed
One continuous process instead of six handovers
Benefit
Fewer manual steps and faster turnaround
Customer reference

From a flooring inquiry to a quotation

For Avni Bau GmbH, Weblilo simplifies quotation preparation and the related administration. Details from inquiries are captured in a structured way, quotations are prepared from stored specifications and reviewed before sending

Avni Bau GmbHFlooring installation and related construction servicesAvni Mustafa, Managing Director
View reference

Frequently asked questions

Answers to the most common questions about automation and digital solutions for Swiss SMEs

Still have questions

Not answered here? Just ask

Get in touch

Anything that follows the same pattern on a regular basis: capturing inquiries, preparing quotations, reading invoices, transferring data between programs, creating reports, or informing customers. The starting point is always a concrete workflow that costs time today.

No. Automations build on the programs already in use, such as email, accounting, CRM, or spreadsheets. They connect these systems instead of replacing them.

It depends on the scope. A single, clearly defined workflow costs considerably less than connecting several systems. After an initial conversation you receive an assessment, followed by a quotation with a fixed scope.

Small automations are often in use within a few weeks. Larger integrations are delivered in stages so that the first parts can be used early.

In most cases, yes. Many ERP and accounting systems offer interfaces or import and export functions. Which option makes sense is clarified together at the start.

Especially there. In small businesses, administration often lands on the same people who carry the core business. Even one automated workflow frees up noticeable time.

Yes. Automations are monitored, adjusted when connected systems change, and extended on request. The scope of support is agreed in advance.