Re-keying across systems
The same information is typed into the CRM, a spreadsheet and the ERP, and the delay or error shows up in the next step.
Systems integration and validations
AI process automation
Less rework and lower delivery costs.
We reduce manual work across systems and teams to shorten turnaround times and free up capacity. We connect information, automate checks and documents, and route exceptions to the people who decide.
At Engape Engenharia, inspection checklists recorded in the field now generate the technical reports, with more than 90% less time in the 240-unit project. See the report automation.
Order timelineSent to production
09:02Order signedReceived from the CRM with 14 items
09:03Rules checkedAutomatic validationList priceCustomer recordLead timeDiscount
09:03Exception: 12% discount above the 8% approval limitRouted for sales approval
09:20Approved by Sales Manager (fictitious)Justification logged: annual contract
09:21Order sent to the production systemWork order WO-10482 created
Today's exceptions (3)
#10482ApprovedDiscount above approval limitSales Manager
#10479In reviewTax ID mismatch in customer recordMaster data team
#10475DeclinedLead time below minimumPlanning
History: who approved what is logged on every orderOutcome: order in production · exception decided by a person · event trail
When automation makes sense
Manual checks
Documents and records must be checked against rules or official databases before moving on, and those checks depend on analysts.
Documents assembled by hand
Reports and documents are produced manually from data that has already been collected in the field or in another system.
When the process does not fit the existing systems, see custom AI solutions.
What Magical delivers
Workflow and rules mapping
Steps, owners, rules and exceptions of the selected process, mapped before anything is automated.
Integration and validations
Connection between the systems involved, with automated validations in the steps defined in scope.
Documents and exception queue
Documents and reports generated from workflow data, with cases outside the rules gathered for human review.
Automation in published projects
Manufacturing · Profil
In a project delivered by Magical, the interval from a signed order to its handoff to production went from up to 72 hours to minutes.
CRM records, quotes and orders became part of the same workflow, with an app that lets representatives record a sale even without an internet connection. The metric refers to the order handoff, not manufacturing time.
Agribusiness · Openeem
At Openeem, the CRM and ERP integration now validates compliance, issues agronomic prescriptions and sends them to each state's regulator, with fewer manual steps.
Annual exposure to noncompliance fines exceeding R$100,000 was reduced, and 2 analysts were freed for other work during the seasonal peak.
Construction · Engape Engenharia
At Engape, inspection checklists completed on mobile in the field now generate the technical reports, without re-keying each property's information.
More than 90% less time generating reports in the 240-unit inspection project, compared with the previous manual process.
In another project, VExpenses began validating expense invoices against each state’s SEFAZ records, with automated verification of 150,000 tax invoices per month. Applications across different industries
Integration, limits and human review
The automation connects the systems the company already uses, with each one's compatibility verified before it enters the scope. Part of the workflow follows explicit rules and AI enters where it brings a gain; approvals, commercial terms and exceptions stay with the approval levels defined by the company.
| Published project | Systems and data | Workflow |
|---|---|---|
| Profil | Field app, CRM, quotes and orders | From the sales representative's visit to the order's handoff to production |
| Openeem | CRM and ERP | Compliance validation, issuing agronomic prescriptions and sending them to each state's regulator |
| Engape Engenharia | Inspection checklists completed on mobile in the field | Generating technical inspection reports |
| VExpenses | Checks against each state's tax authority (SEFAZ) | Validating invoices for corporate expenses |
Access, data formats and the owner of each system are defined in each project. There is no universal integration with any ERP.
Rules and approval levels
Which validations are automatic, which values or conditions require approval and who approves each type of exception.
Exception queue
Cases that fail the rules stay visible for human review, with the reason shown, instead of moving forward.
Data, access and history
User profiles, permissions in each system and a record of who executed or approved each step. Sources, vendors, hosting and retention are defined in the scope before any sensitive data is shared. Data is used only for the contracted project, never to train models for other companies; access is limited to what the project needs and personal data is handled in accordance with the LGPD.
Data, decisions, evaluation and continuity are also covered on the AI implementation page.
How an automation project starts
We start with a conversation about repeated activities that consume time or cause errors. We assess rules, systems and business impact to define an initial project and how to measure its results.
Questions about process automation
Do we need to replace our ERP or CRM to automate?
Not necessarily. Automation can connect the systems the company already uses, as in the Profil and Openeem projects. When integration is not feasible or the process does not fit those systems, the scope may consider another solution. The decision depends on access, data and the selected workflow.
Where does AI fit in process automation?
In the steps where fixed rules are not enough, for example when cases need to be classified, text needs to be interpreted or information needs to be summarized for decision-makers. Predictable steps follow explicit rules. Each workflow's design sets that split, and not every project needs AI in every step.
What happens to cases that fall outside the rules?
The project defines an exception queue: those cases are recorded with the reason and only move forward after review by a person with the defined approval authority. Exception criteria and owners are set in scope before the workflow goes into use.
Where is manual work costing your company the most?
Tell us which steps depend on re-keying, manual checks or documents assembled by hand. The conversation helps us understand the systems involved and assess where to start.
Talk to a partner
Tell us your business priority. We’ll get in touch to understand the context and assess the opportunities.
Step 1 of 2