Sin la plataforma
Information about Automation lives in separate spreadsheets, and nobody knows which version is current.
Con Partiu Formatura
3 modules share the same class, graduate and event records.
Platform and intelligence · Automation
200+ automated jobs working 24/7
While you sleep, our system is working. Payment reminders, NFS-e issuance, bank reconciliation, backups, reports and much more, all automatic.
El problema y la solución
What changes when Automation works inside the platform
This is connected information about classes, graduates and events across 3 modules, replacing scattered spreadsheets and messages.
Sin la plataforma
Pedir un dato tarda porque alguien tiene que juntar información de varios sitios.
Con Partiu Formatura
Financial Automations and Event Automations update together, with figures ready for the next meeting.
Sin la plataforma
El proceso depende de quién esté ese día y su historial se pierde.
Con Partiu Formatura
Todos siguen el mismo flujo, con acciones registradas y permisos por rol.
Sin la plataforma
Conectar con otras áreas obliga a exportar hojas de cálculo y volver a teclear datos.
Con Partiu Formatura
Automation shares information directly with other areas of the platform.
Cómo funciona
How information moves through Automation
Cada paso es un módulo real de esta área. Lo que produce pasa al siguiente paso sin que nadie vuelva a teclear la misma información.
Destacado
The system working while the team sleeps
Billing generated and sent, due date reminder triggered, payment reconciled, email and WhatsApp at the right time, confirmation and analytics of the event, database backup. These are routines that run on their own, every day, without anyone needing to remind them.
Ver esto en acción- Billing, reminders and reconciliation without human intervention
- Automatic reminders, confirmations and analytics per event
- Email, WhatsApp and notification triggered at the right time
- Automatic backup of the bank and files
Financial Automations
Billing, reminders and reconciliation without human intervention.
- Automatic generation of monthly charges
- Staggered reminders (D-7, D-3, D-1, D0, D+2, D+3)
- Bank reconciliation and daily PIX
- Automatic credit card billing
- Interest and late fines update
- Automatic generation of PIX 5 days in advance
- Automatic NFS-e issuance
Event Automations
Automatic reminders, confirmations and analytics for each event.
- Reminders 1h, 3h and 1 day before the event
- Automatic attendance confirmation
- Automatic generation of input QR Codes
- Post-event thank you email and WhatsApp
- Presence synchronization and analytics
- Dress code reminder for graduations
Communication Automations
Emails, WhatsApp and notifications sent at the right time.
- Weekly email report to commission
- Automatic WhatsApp of current and upcoming events
- Rehearsal and photo shoot notifications
- Sales opportunity alerts (CRM)
- Scheduled Report Distribution
- Automatic database backup and uploads
Lista de verificación
Everything included in Automation
All 19 features in this area, grouped by module so you can compare systems item by item.
- Automatic generation of monthly charges
- Staggered reminders (D-7, D-3, D-1, D0, D+2, D+3)
- Bank reconciliation and daily PIX
- Automatic credit card billing
- Interest and late fines update
- Automatic generation of PIX 5 days in advance
- Automatic NFS-e issuance
- Reminders 1h, 3h and 1 day before the event
- Automatic attendance confirmation
- Automatic generation of input QR Codes
- Post-event thank you email and WhatsApp
- Presence synchronization and analytics
- Dress code reminder for graduations
- Weekly email report to commission
- Automatic WhatsApp of current and upcoming events
- Rehearsal and photo shoot notifications
- Sales opportunity alerts (CRM)
- Scheduled Report Distribution
- Automatic database backup and uploads
Want to see Automation in your operation?
Pide una demostración con tus propios números, sin compromiso. Una conversación te ayudará a decidir si el módulo resuelve lo que necesitas.