Digital Product

Automation

Automation allows you to delegate to machines what your employees do not like to do: copy-pasting data, manually creating reports, sending follow-up emails... Trinary helps you detect these tasks and automate them intelligently, while preserving the fluidity of your operations.

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Gain productivity through automation

Eliminate repetitive tasks. Automate what can be automated.

What is process automation?

Automation involves delegating manual, repetitive, or error-prone tasks to digital tools—without human intervention. This can include anything from sending emails to generating reports or syncing databases.

Use cases

1

Automatic Data Extraction from PDF or Excel Files

What it is:

This process automates the extraction of information from structured or semi-structured documents like PDF invoices, statements, Excel tables, or forms. With scripts, smart OCR, or automation tools, data is read, cleaned, and transferred into your internal systems without human input.

Application examples:

  • Extracting amounts and dates from hundreds of supplier invoices in PDF format to import into an accounting system.
  • Automatically detecting and capturing specific fields from scanned forms.
  • Reading a monthly Excel file to update performance metrics.

Benefits:

  • Time savings for accounting or admin teams.
  • High-volume processing, even continuously.
  • Standardized and traceable extracted data.
  • Elimination of manual data entry errors.
2

Automatic Generation of Performance Reports

What it is:

This involves automating the creation and distribution of reports from raw data collected in your tools (CRM, ERP, timesheets, web platforms, etc.). Reports can be generated on a set schedule or on-demand, in predefined formats (PDF, Excel, Tableau, Google Slides, etc.).

Application examples:

  • Automatic export of web stats into a Google Slides report.
  • Monthly billing hours report generated from timesheets.
  • Weekly generation of a sales dashboard by rep.

Benefits:

  • Continuous visibility on key performance indicators (KPIs).
  • Always up-to-date reports delivered on time.
  • Less manual data handling = fewer errors.
  • Frees analysts from repetitive tasks.
3

Automatic Notifications on CRM Status Changes

What it is:

Automation can send alerts or trigger actions when specific events occur in a CRM (e.g., a lead changes status, an opportunity is created, a contract is signed, etc.).

Application examples:

  • Slack or email alert sent to a manager when an opportunity moves to the “Negotiation” stage.
  • Automatic task creation in a project tool when a lead becomes a client.
  • Notification to the production team when a new project is signed.

Benefits:

  • Better inter-team coordination (sales, production, invoicing).
  • Less reliance on manually checking the CRM.
  • Improved team responsiveness.
  • Standardized follow-ups.
4

Automated Invoicing and Client Follow-up

What it is:

This process automates the generation of invoices, sending to clients, payment reminders, and balance follow-ups using your project, CRM, or ERP data. It can include PDF generation, email dispatch, integration with accounting tools, and automatic reminders.

Application examples:

  • placeAutomatically generating an invoice at project completion and sending it to the correct email address.holder
  • Integration with QuickBooks or Acomba to sync payments and account statements.
  • Automatically reminding a client 7 days after the due date.

Benefits:

  • Reduced time spent on accounts receivable follow-up.
  • Smoother, more professional client experience.
  • Faster billing cycles = improved cash flow.
  • Fewer missed or delayed invoices.

Methodology

  1. Task Identification: pinpointing repetitive or low-value actions.
  2. Tool Selection: Servo, N8N, scripts, or APIs depending on your needs.
  3. Scenario Design: defining automation logic, rules, and conditions.
  4. Testing & Validation: ensuring robustness, consistency, and handling of exceptions.
  5. Training: knowledge transfer and support for adoption.

FAQ

Anything repetitive, predictable, and rule-based: sending emails, data entry, reports, alerts, tool syncing.

Not necessarily. We often build automations around your existing tools (via API, Zapier, Make, custom scripts).

We implement validation mechanisms, logging, and sometimes testing in a restricted environment to ensure reliability.

No. Automation is often even more valuable for small teams looking to save time without hiring.

Automation scenarios can be easily adjusted. We provide clear documentation so you can evolve them as needed.

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