Process Automation
Automate the work that slows the business down.
Process Automation is a Managed Delivery POD engagement for automating internal workflows and operations, including AI process automation.
Our approach
Fix the process before automating it.
Sometimes the answer is an AI initiative. Sometimes it is addressing the data, the architecture, the workflow, or the process first.
A POD led by a senior US engineer or CTO owns the work end to end, with an AI architect on the team to decide where AI belongs in the workflow and where it does not.
What we offer
What Process Automation covers
What it covers
Workflow automation
Automating internal workflows and operational processes.
AI process automation
Automating processes with AI where it creates real value, with evaluation built in.
Systems integration
Connecting the systems your operations run on, with production experience on platforms such as Salesforce, HubSpot, NetSuite, and Zendesk.
How the team is structured
Senior US leadership
A senior US engineer or CTO leads every POD and acts as the single accountable owner for delivery.
A complete delivery team
Each POD includes a product manager, an AI architect, and QA, with senior engineers from the US and Latin America working in your business hours.
End-to-end backlog ownership
Work, handoffs, and coordination run through one accountable unit on a single sprint cadence.
Looking for something else?
How we work
How a POD engagement starts
Every POD follows the same onboarding plan, which targets a first delivery sprint within weeks 3 to 6, depending on backlog and codebase access.
Kickoff
We align on goals, scope, and team configuration, and name the product or engineering contact for backlog alignment.
- Goals and scope
- Team configuration
Codebase and architecture review
The POD lead reviews your codebase, environments, and architecture, and documents any gaps.
- Codebase access
- Architecture review
Backlog assessment
We work through the backlog with you, so grooming and prioritization point at what reaches customers.
- Documented backlog
- Priorities set
Team integration
The POD joins your sprint cadence and works alongside your engineers as one accountable unit, with performance on the same scoreboard as yours.
- Single sprint cadence
- Your business hours
Proof
Shaped by 60+ Client Engagements and 215+ Episodes With Software Leaders.
FAQ
Process Automation FAQs
Process automation uses software to handle repetitive internal workflows and operational processes. At Sonatafy, it is delivered by a Managed Delivery POD and includes AI process automation.
AI process automation applies AI to steps in a workflow, such as summarization or classification. Sonatafy builds it with evaluation in place, so you can see whether the output is correct.
We start by finding the real constraint. Sometimes the answer is automation or AI. Sometimes it is addressing the data, the architecture, the workflow, or the process first. A complimentary Snapshot is the place to start.
Sonatafy engineers have production integration experience with platforms such as Salesforce, HubSpot, Stripe, Twilio, NetSuite, Zendesk, Auth0, and Okta, using webhook, API gateway, and event-driven integration patterns.
The POD's AI architect defines evaluation criteria before launch. Production AI is monitored for accuracy, drift, and edge-case behavior, with human-in-the-loop checkpoints for high-stakes decisions.
You do. The client owns 100% of all code, configurations, documentation, and other work product created under the engagement.
Onboarding covers kickoff, a codebase and architecture review, a backlog assessment, and team integration, and targets a first delivery sprint within weeks 3 to 6, depending on backlog and codebase access.
Fee and scope are set in a scoping conversation. Snapshots are complimentary.
Next steps? You've got options.
Pick the path that fits where you are today.