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.
AI 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.
Manual hours per month
120Before
34After
Of the process, automated
72%Rest: human reviewed
Days to first result
14
or 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.
Automation Sprint
Duration: 1-2 weeks
You get
One automated workflow running in production.
FDE Lite Implementation
Duration: 3-6 weeks
You get
Integrated system, metrics, documentation and team training.
Continuous Optimization
Duration: Monthly
You get
Prioritized backlog, ongoing improvements, monitoring and support.
Outcome-Based Automation
Duration: 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.
Client testimonial
“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
Who it's for
Built for companies without an in-house IT team
Micro
3-10 people
The founder approves, answers and chases everything. Every hour back is an hour of growth.
Small
11-50 people
Several people and tools, and every area works differently. Nothing connects end to end.
Mid-size
51-150 people
No IT department, or one that only handles support. We start with one department and a contained pilot.
Industries we work with
Automation that follows your client from first quote to final invoice.
Sync inventory, orders and fulfilment without spreadsheet ping-pong.
Guest requests, bookings and vendor payments flow to the right person.
Admissions, scheduling and follow-ups that scale without extra admin.
Real-time tracking, exceptions and proof of delivery in one place.
Lead response, listings and closing tasks that never sit idle.
Project handoffs, approvals and reporting that protect billable hours.
Appointments, claims and patient admin with privacy built in.
Quotes, renewals and claims intake without re-keying the same data.
Briefs, client approvals, revisions and invoicing in a single flow.
Not sure where to start?
Book a free 45-minute process audit. 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.
Our mission
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 a free process audit
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.