Business process automation
Five p.m., the team is tidying up. Confirmations have gone out, tomorrow’s reminders are ready, the weekly report will arrive on Monday. No one had to think about it.
This service belongs to behind the scenes.
Déclic automates the repetitive tasks of high-end businesses: emails that go out at the right time, reports that arrive without anyone preparing them, reminders that are no longer forgotten, data that moves between tools with no double entry. Your team keeps its time for what truly needs its judgement.
This page covers automation without artificial intelligence. For chat assistants, request sorting or draft replies, see AI automation.
Signs it’s time
- Someone copies numbers from one tool to another every week.
- A client waits for an answer because a reminder was forgotten.
- The same report is built by hand every Monday.
- A data-entry error has already cost an order or a client.
What happens without being seen
Emails
Confirmations, appointment reminders, follow-ups after a visit.
Reports
Sales, bookings or activity, sent on their own to whoever needs them.
Reminders
An unanswered quote, a late invoice, an incomplete file.
Syncs
A client, an order or inventory updated everywhere at once.
From repeated task to forgotten task
- 01Map the process We note every repeated task, who does it and how often.
- 02Choose what’s worth it Frequent, fragile or tedious tasks come first.
- 03Build With the tools you already use when possible, in custom code when needed.
- 04Launch We test with real cases, then switch over.
- 05Maintain We monitor, fix and adjust as the way you work changes.
Privacy as the difference
Automation moves information from one system to another. We design it under Quebec’s Law 25: only the data needed, limited access, and a privacy impact assessment when the project calls for one.
Hosting and maintenance
We host the automations that need it and maintain them: monitoring, updates, security and support.
Sweep and Déclic
Sweep. Newsletters, emails and reports go out on their own, at the right time, for each user. Sweep’s story Déclic. Our own enquiry process is automated: the form sends a confirmation, offers a 15-minute meeting, then follows up if it isn’t booked.
Frequently asked questions
Do we have to change our tools?
Rarely. We start from the ones you use and only suggest a change if it truly simplifies things.
What if an automation fails?
It’s monitored: if there’s an error, we’re alerted and the task is picked back up.
Where should we start?
With the task your team repeats most. It usually frees up the most time.
Who handles maintenance?
We do. Hosting and maintenance are part of the service.
Does it replace our team?
No. It takes repetitive tasks off their plate so they can focus on clients.