Sans la plateforme
Information about Automation lives in separate spreadsheets, and nobody knows which version is current.
Avec 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.
Le problème et la 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.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Financial Automations and Event Automations update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
Automation shares information directly with other areas of the platform.
Comment ça marche
How information moves through Automation
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
À la une
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.
Voir à l’œuvre- 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
Liste de contrôle
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?
Demandez une démonstration sur vos propres chiffres, sans engagement. Un échange vous aidera à juger si le module répond à vos besoins.