# 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.

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#### 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:**

- Automatically generating an invoice at project completion and sending it to the correct email address.
- 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

## What types of tasks can be automated?

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

## Do I need to replace my current tools?

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

## How can I make sure automation won’t cause problems?

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

## Is this only for large companies?

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

## What if my processes change in the future?

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