Without the platform
Information about Automation lives in separate spreadsheets, and nobody knows which version is current.
With 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.
The problem and the solution
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.
Without the platform
A request for a number takes time because someone has to combine data from several places.
With Partiu Formatura
Financial Automations and Event Automations update together, with figures ready for the next meeting.
Without the platform
The process depends on who is working that day, and its history disappears.
With Partiu Formatura
Everyone follows the same workflow, with recorded actions and role-based permissions.
Without the platform
Connecting with other departments means exporting spreadsheets and entering data again.
With Partiu Formatura
Automation shares information directly with other areas of the platform.
How it works
How information moves through Automation
Each step is a real module in this area. Its output moves to the next step without anyone entering the same information again.
Featured
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.
See this in action- 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
Checklist
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?
See a demonstration using your own numbers, with no obligation. A conversation will help you decide whether the module solves your needs.