Process Automation
Rule-based automation for structured data. No AI needed. Perfect for connecting your systems and eliminating manual data entry.
What is Process Automation?
Process automation handles repetitive, rule-based tasks that follow clear "if-then" logic. When your data is structured and predictable, you don't need AI. You just need reliable automation that connects your systems and eliminates manual work.
This is the most accessible and fastest-ROI type of automation. If you have 3+ disconnected systems and spend 5+ hours per week moving data between them, process automation is your starting point.
Common Use Cases
What we automate
These are the most common process automation workflows we build for growing businesses.
Data Synchronization
Automatically sync customer data between your CRM, email platform, accounting software, and other tools. No more manual exports and imports.
Report Generation
Pull data from multiple sources, combine it into formatted reports, and deliver them on schedule. Daily, weekly, or monthly reports generated automatically.
Lead Routing
Automatically assign incoming leads to the right team member based on territory, product interest, company size, or availability.
Invoice Processing
Extract data from invoices, validate against purchase orders, update your accounting system, and trigger approval workflows automatically.
Appointment Reminders
Send automated reminders via email or SMS before appointments. Reduce no-shows and keep your calendar running smoothly.
Status Notifications
Alert team members when records change status, deadlines approach, or thresholds are exceeded. Keep everyone in the loop automatically.
Our Stack
Technology we use
Primary Tools
- →Custom Python automations for all workflow complexity
- →Direct API integrations for high-volume or custom requirements
- →Webhooks for real-time event-driven automation
- →Full flexibility to integrate with any system
Quality Assurance
Every process automation goes through deterministic testing. We build test scenarios that validate your automation handles edge cases correctly. We don't deploy until we're confident it works reliably in production.
Side by Side
Custom Automation vs Zapier/Make
| Feature | Custom Python (Syntora) | Zapier / Make |
|---|---|---|
| Error Recovery | Custom retry logic, exponential backoff, dead letter queues | Basic retry or manual re-run |
| Conditional Logic | Unlimited branching, loops, cross-system conditionals | Visual builder with nesting limits |
| Execution Limits | No per-execution fees. No timeout caps | Task-based pricing. 30s-5min limits |
| Testing | Unit tests, integration tests, CI/CD | Manual testing in visual builder |
| Maintenance | Git version control. Full diff history. Code review | No version history. Hard to audit |
| Setup Speed | 2-4 week build | Live in hours for simple connections |
Ready to eliminate manual work?
Book a discovery call. We'll analyze your workflows and show you exactly what we can automate and what ROI to expect.
Explore our CRE automation solutions for specific use cases across commercial real estate.