Manual hours per month
120
Before34
AfterAI process optimization for growing companies
Automate your team's repetitive work
Not everything can be automated, and not everything should be. We find the processes that are worth it, put them into production with AI and keep a person reviewing anything sensitive. No in-house technical team needed.
Serving SMBs across the US, the UK and Latin America
Impact
The numbers, plainly
Example of a typical automated process. Your numbers come out of the diagnostic.
Of the process, automated
72%
Rest: human reviewed
Days to first result
14or less
Annualized ROI target
2x+on first use cases
Method
Six steps from manual chaos to a process that runs itself
- 01
Map the real process, free of charge
We start with a free mapping of how the work actually happens today. You get your current process as a diagram and in writing, with the findings and a proposal of what can be automated.
- 02
Redesign before automating
Automating a bad process makes the mess faster. We simplify the steps first, then add technology.
- 03
Build a thin slice in production
One narrow workflow, live with real data, in days. Value first, scale later.
- 04
Integrate and secure
Your tools connected, with least-privilege access and a human in the loop wherever risk requires it.
- 05
Measure against a baseline
We record the before, so the after is a number: hours saved, errors avoided, capacity gained.
- 06
Turn what works into reusable assets
Documentation, templates and training so your team keeps improving without us.
Services
Offerings with clear scope, starting free
Pick the entry point that matches your urgency. Every engagement ends with something running, not a report.
Free
Process diagnostic and map
Duration: 3-5 days
You get
Free: a diagram of your current process, a written report with the findings, and a ranked proposal of what to automate first. Yours whether you continue with us or not.
Automation Sprint
Most popular1-2 weeks
You get: One automated workflow running in production.
FDE Lite Implementation
3-6 weeks
You get: Integrated system, metrics, documentation and team training.
Continuous Optimization
Monthly
You get: Prioritized backlog, ongoing improvements, monitoring and support.
Outcome-Based Automation
Custom
You get: Fee tied to an agreed, measurable metric. We win when you win.
Every engagement starts with a diagnostic and a proposal with closed scope and price.
Cases
Processes we automate, case by case
First, a real project delivered with the client's permission and what the client says about working with us. Below it, three processes we see over and over and what changes once they are automated: those are illustrative cases, not client stories.
“Jaime and the Process AI team took Thrive Wealth Club from an idea to a live platform. The AI tools, member sign-up, payments, our course library and the CRM now all work together, so we can focus on the property side of the business. Clear communication and on-time delivery made the whole process fast and easy.”
Tom Mills
Co-founder, Thrive Wealth Club
Illustrative case
Quotes were built by hand across email, spreadsheets and WhatsApp. With intake, pricing rules and drafting automated, a quote can leave the same morning.
~40 hours a month freed
Quoting and follow-up
B2B services · 20-40 people
Latin America
Illustrative case
Exceptions logged three different ways meant nobody trusted the error rate. One automated capture-and-routing flow creates a single source of truth.
Goal: 60% fewer manual errors
Delivery exceptions
Logistics · 50-100 people
United Kingdom
Illustrative case
Month-end reconciliation lived in a fragile spreadsheet. Automatic matching with a human check on anomalies can be live in under two weeks.
First value in ~12 days
Invoice reconciliation
Retail · 30-80 people
United States
Who it's for
Built for companies without in-house IT
Micro
3–10people
The founder approves, answers and chases everything. Every hour back is an hour of growth.
Small
11–50people
Several people and tools, and every area works differently. Nothing connects end to end.
Mid-size
51–150people
No IT department, or one that only handles support. We start with one department and a contained pilot.
Industries we work with
Not sure where to start?
It starts with a 45-minute call. You walk away with a diagram of your current process, a written report with the findings and a ranked proposal of what to automate first, at no cost and with no commitment.
About us
We diagnose, redesign and automate your processes
Process AI looks at how your company actually works today, finds where hours and money are lost and automates that work with AI: quoting, invoicing, customer replies, reporting, data entry and everything else still done by hand.
We connect the tools you already use — email, WhatsApp, spreadsheets, your CRM or accounting system — and leave the process running in production, measured against a baseline and documented so your team can own it. We work embedded in your operation instead of handing over a report, and we stay until the process runs on its own.
Give teams back the hours they lose to manual work, with automations you can explain, audit and switch off.
How we work
Measurable results
Every engagement starts with a baseline and ends with a number.
Process before technology
We simplify first and automate second.
Responsible AI
Least-privilege access, full traceability and a person overseeing anything sensitive.
Your team stays in charge
Documentation and training so you never depend on us.
Who leads Process AI
A compact, senior leadership team that pairs engineering with hands-on operations experience. Security, legal and data specialists join when a project needs them.
- markets: LATAM, US and UK
- 3markets: LATAM, US and UK
- languages: Spanish and English
- 2languages: Spanish and English
- remote-first delivery
- 100%remote-first delivery
Jaime Dorado
CEO
Industrial engineer with more than 20 years of experience in technology and processes in the United States and the United Kingdom. He combines business judgement and technical depth to design automation and AI solutions that hold up in day-to-day operations.
- Industrial engineering
- Automation and AI
- 20+ years in the US and UK
Francisco Gallo
CTO - US Ops
Leads Process AI's technical delivery in the United States. He designs the architecture behind each integration and automation, makes sure it fits the tools a business already uses, and keeps systems secure and maintainable after launch.
- Technical architecture
- Integrations & automation
- US operations
Jay Munoz
Business Development - UK Ops
Chartered civil engineer turned entrepreneur, with 20+ years investing and building businesses in the UK. At Process AI he helps UK companies find where AI will actually pay off, and guides them through implementation so the change sticks with their teams.
- UK operations
- AI implementation
- Business development
Winny Restrepo
Business Development - LATAM Ops
Specialist in processes, operations and customer experience, with more than 12 years leading teams and improving how work gets done. Her focus is understanding how each business runs, spotting the opportunities to improve and turning them into clear, workable solutions.
- Processes and operations
- Customer experience
- 12+ years leading teams
Penelope Sloan
Forward Deployed Engineer (FDE), Visual Creator, Brand Strategist & Designer
Multidisciplinary creative and systems builder with 15+ years leading a full-service creative agency for founders and global businesses. At Process AI she embeds with clients, applies design thinking to map how their business really runs, and makes sure every automation carries the same clarity and craft as the brand.
- Design thinking & brand strategy
- Graphic, spatial & 3D design
- 15+ years in creative direction
FAQ
Questions we get before the first call
Get started
Book your free diagnostic
Tell us where the time goes. We map your current process, send you the findings in writing and propose the first automation worth doing. Free, with no commitment.
- No commitment. We reply within one business day.