Automation that works in everyday business
Weblilo connects existing systems, takes over recurring work steps, and makes sure information arrives where it is needed
Where time gets lost every day
Typical situations where automation makes the difference
Data is entered more than once
The same details end up in email, spreadsheets, and accounting, every time by hand
Inquiries are left waiting
Quotations take days because information has to be gathered first
Systems do not talk to each other
CRM, ERP, and accounting hold different versions of the same data
Reports cost hours every month
Evaluations are compiled manually from several sources
Knowledge depends on individuals
Workflows are undocumented and stop when someone is absent
Errors are noticed too late
Missing or contradictory details only come to light at the customer
What gets automated
Six areas where recurring work can be taken over reliably
Document processing
Invoices, delivery notes, forms, and contracts are captured, read, and turned into structured data. Filing happens automatically in the right place
- Read incoming invoices and prepare them for accounting
- Match delivery notes with purchase orders
- File documents by customer and project
Holzwerk Muster AG
Email automation
Incoming messages are detected, classified, and forwarded with the necessary information. Standard replies and confirmations go out automatically
- Detect inquiries and add them to the CRM
- Send appointment confirmations and reminders
- Hand invoices from the mailbox to accounting
System integration
Existing applications are connected through interfaces so that customers, orders, and documents are the same everywhere
- Synchronize customer data between CRM and accounting
- Transfer web shop orders into the ERP
- Connect time tracking with payroll
Reports & data
Data from several sources is consolidated, cleaned, and prepared as recurring evaluations
- Generate and distribute the monthly report automatically
- Keep open items and liquidity continuously updated
- Show key figures in a simple dashboard
Customer processes
From the first contact through quotation and approval to follow-up, the steps run in order without anything being forgotten
- Capture an inquiry and prepare the quotation
- Obtain approval and trigger delivery
- Follow up automatically after deadlines
Custom automations
Workflows that fit no category are assembled from individual building blocks: triggers, checks, calculations, and actions
- Industry-specific calculations and checks
- Workflows with several participants and approvals
- Connecting specialized applications
Three workflows in detail
Each example shows what happens technically and what it brings in everyday business. Approval of important steps stays with the people in the company
An email inquiry is captured, checked, and presented as a finished quotation for approval
Detect inquiry
- What happens
- The mailbox is monitored, new inquiries are detected and handed to the workflow
- What it brings
- No inquiry gets lost
Existing software stays
Automation does not replace proven programs. It connects them. Where no interface exists, exports, imports, or a lightweight bridge help
Email and calendar
Microsoft 365, Google Workspace, and classic mailboxes
Accounting and ERP
Systems such as bexio, Abacus, and others through interfaces or exports
CRM and customer data
Existing customer databases, contact lists, and industry solutions
Spreadsheets and documents
Excel, Google Sheets, PDF documents, and templates
Web shops and forms
Orders, bookings, and inquiries from website and shop
Specialized applications
Industry software through interfaces, databases, or file exchange
How implementation works
A clear path from the first conversation to live operation
- 1
Conversation and analysis
Which workflow costs time, which systems are involved, where are the exceptions
- 2
Concept and quotation
The workflow is documented step by step, with a clear scope and a fixed price
- 3
Implementation
The automation is built and tested with real examples from daily work
- 4
Rollout
The people involved get to know the workflow, adjustments are incorporated directly
- 5
Operation and support
The automation runs under monitoring, changes to systems are followed up
Hosting, monitoring, and maintenance
An automation is only as good as its operation. That is why hosting, monitoring, and maintenance are part of it from the start
- ›08:42 Inquiry detected
- ›08:42 4 details extracted
- ›08:43 Rules checked, 1 note
- ›08:43 Quotation 2026-0147 generated
- ›08:51 Approved and sent
- ›08:51 Run completed
Hosting
Operation on Swiss infrastructure or within the company's existing environment
Monitoring
Every run is logged. Errors trigger a notification before anything is left behind
Maintenance
When connected systems or workflows change, the automation is adjusted
Data protection
Data stays with the company. Access is limited to what is necessary and documented
Questions about automation
Short answers on workflow, approvals, software and data
In business process automation, software takes over the recurring steps of a workflow: capturing information, checking it, transferring it between programs and passing it on. Decisions that need judgement, such as approvals, stay with the people in the company. The result is less manual work, fewer typing errors and a traceable workflow.
Every run is logged. If information is missing or something does not match the defined rules, the automation stops at that point and flags the case for review instead of silently processing it. Which exceptions occur is recorded during the analysis.
The responsible person in the company. The automation prepares quotations and invoices but only sends them after approval. Which steps need a review is defined for each workflow.
Often, yes. Where there is no interface, exports and imports, file-based data exchange or a lean intermediate solution can help. Analysing the specific program shows whether an option is reliable enough.
Depending on the project, on Swiss infrastructure or in the company's existing environment. The data stays with the company, and access is limited to what is necessary and documented. The option is agreed before implementation.
Which workflow costs the most time
A short conversation shows whether and how a process can be automated in a sensible way