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  3. workflows-and-dashboards
> MOD_03 · custom workflows and dashboards

Automation workflows and custom dashboards.

We connect what you already use: Google Drive, spreadsheets, forms and social media. Your data organizes itself and you see a clear dashboard, without copying and pasting between files.

inputDrive · Sheets · forms · social
outputorganized data and a clear dashboard

// illustrative example of what the workflow looks like

~/flujos-y-paneles/what-it-does

From scattered data to a clear dashboard.

Your business information is usually spread across files, sheets and social media. A workflow pulls it together and organizes it on its own.

assistedautomatica person decides
01
assisted

We connect what you already use

We look at where your information lives today: Google Drive, spreadsheets, forms or social media. We start from there.

02
automatic

Your data organizes itself

Every new piece of data lands in its place without anyone having to copy it or sort it by hand.

03
automatic

You see a clear dashboard

What matters is gathered in a single, easy-to-read view.

04
a person decides

You decide with the data

The dashboard shows you how the business is doing. The decisions are still yours.

~/flujos-y-paneles/examples

Workflows that can be built.

General examples. First we look at how you handle your data today and pick a single workflow to start with.

task_01 · formsexample

Forms to a sheet

Form responses land organized in a spreadsheet, ready to use.

connects forms · Sheets
task_02 · filesexample

Files in their place

Documents and files that save themselves to the right Google Drive folder.

connects Drive
task_03 · reportsexample

Reports that build themselves

The information you gather by hand for a report today comes together on its own, ready to review.

output report to review
task_04 · dashboardexample

A dashboard with what matters

Data from different sources, including your social media, in one clear view.

output clear dashboard
~/flujos-y-paneles/how-we-work

Honest automation.

We tell you exactly what the system does on its own, what stays assisted and what each thing costs.

step 1 · step by stepPrepare

One task at a time, backed by evidence

We automate one workflow, measure it with real data, and only then move on to the next one.

step 2 · clear costsReview

You know what's free and what's paid

We separate web tools from paid APIs. No action that costs money runs without your specific approval.

step 3 · you decideDecide

The system prepares, a person approves

The workflow organizes and presents the data. Sending, posting or spending always goes through someone on your team.

~/flujos-y-paneles/questions

Frequently asked questions about custom workflows and dashboards.

Does it work with the tools I already use?

Yes. We connect what you already use, like Google Drive, spreadsheets, forms and social media, so your data organizes itself and you get a clear dashboard.

What is a custom dashboard?

A clear view of the business data that matters to you, built on what you already use, so you don't have to dig through files and sheets.

Do I have to change my tools?

The idea is to start from what you already use. We connect those tools to each other instead of starting from scratch.

How much does it cost to build a workflow or a dashboard?

It depends on the task. We send you a concrete proposal with what to automate first, how, and what it costs, separating which tools are free and which are paid. We reply in under a day.

Where do I start?

Tell us how you handle your data today and which task takes up most of your time. We automate one task, measure it with real data, and only then move on to the next one.

~/contact

Which task takes the most time?

Tell us how your business works today. We'll reply with a concrete proposal: what to automate first, how, and what it costs.

~/services

Other Automatix modules.

MOD_01 · whatsappactive

A WhatsApp that replies on its own

An assistant handles the usual questions, takes orders or bookings and hands the conversation over to you when a person is needed.

see /whatsapp/
MOD_02 · contentactive

Content on autopilot

From idea to reel: script, AI-generated scenes and editing to the beat, ready to approve from your phone.

see /contenido-automatico/
MOD_04 · ai-agentsactive

AI agents that prepare the work

They research, organize references, draft proposals and prepare the work. You review and decide.

see /agentes-ia/