Inquiries and follow-up
An inquiry arrives, is recorded, classified, assigned and produces a draft or next step without losing context.
GEMOS · OPERATIONS
Less administrative work. More processes moving forward.
We organize and automate processes that currently live across email, WhatsApp, documents and spreadsheets. AI helps interpret and prepare; rules handle repeatable work; sensitive actions stay under human control.
Process-based implementation
We start with one concrete operation, not by “adding AI everywhere.”
We choose a repetitive, measurable workflow —such as inquiries, documents, deadlines or collections follow-up— and turn it into a system with status, owners, exceptions and evidence.
01 · WHAT IT SOLVES
Processes we can improve today
We prioritize frequent tasks with clear rules and a verifiable outcome. You do not need to replace every tool you already use.
Documents and case files
Invoices, receipts, forms or contracts are organized, useful fields are extracted and missing information is flagged before human review.
Collections and deadlines
Status, dates, owners and reminders stay visible. The system can prepare notices and escalate exceptions.
Assisted reconciliation
Using CSV files, spreadsheets or exports, we can compare transactions with deterministic rules and leave only exceptions for review.
Internal approvals
Sensitive actions pause until the right person approves, rejects or requests changes.
Status and evidence
Each process can retain its source, owner, date, approval, outcome and proof so the team knows what happened and what comes next.
02 · IMPLEMENTATION
One process. Clear scope. A real test.
We build the minimum that solves the problem first. We expand only when the evidence shows it is worth doing.
Map
We take one real process and define its trigger, outcome, volume, owners and exceptions.
Design
We separate rules, human decisions and the tasks where AI actually adds value.
Connect
We integrate the tools the workflow needs: web, email, official WhatsApp, Drive, spreadsheets, calendar, database or API.
Control
We define permissions, limits, approvals, expected failures and action logging.
Test
We run real cases, measure the outcome and document how to operate and scale the workflow.
03 · CONTROL
Automation does not mean permission to do everything.
Autonomy is defined process by process. We start conservatively and expand permissions only after behavior is proven.
Can be automated
- Receive and organize information
- Create or update records
- Extract data from documents
- Generate alerts, summaries and drafts
- Resolve deterministic matches
Approval by default
- Payments and transfers
- Filings with public authorities
- Signatures, certifications or licensed professional acts
- Sensitive external messages or commercial commitments
- Permission changes or deletion of critical information
04 · DELIVERABLE
A finished implementation, not an AI demo.
Every project leaves a workflow your team can understand, review and operate.
- Process map and agreed scope
- Data structure or source of truth
- Integrations required by that workflow
- Automations and approval points
- Status and evidence record
- Tests, boundaries and operating guide
External services, licenses and API usage are identified separately before implementation.
AI where interpretation is needed. Rules where the answer is exact.
We do not use AI for everything. Classifying free text, extracting information or preparing a draft may need a model. Moving data, validating an amount, checking a date or triggering an alert is usually better handled by deterministic rules. GEMOS designs the workflow and keeps those boundaries visible.
05 · FAQ
Before automating
Do I need to replace the tools I already use?
Not necessarily. We first review your website, email, WhatsApp, Drive, spreadsheets, CRM or current system. We keep what works and integrate only what the process needs.
Can it connect to WhatsApp and email?
Yes, when an official integration or suitable technical access is available. Scope depends on the channel, available permissions and the provider's policies.
Can it perform bank reconciliation?
We can implement assisted reconciliation from files or structured data and escalate exceptions. Direct bank connectivity depends on available APIs and permissions; we do not ask for banking credentials to improvise an integration.
Can it make payments or transfers automatically?
Not by default. We can prepare a payment, validate data, enforce limits and request approval. Financial execution is considered only when the integration, explicit permissions and controls are adequate.
Does GEMOS replace an accountant, notary or lawyer?
No. GEMOS organizes the workflow and prepares information. It does not provide notarial services, issue accounting certifications or replace legal or tax advice. The licensed professional retains judgment, responsibility and signature authority.
What happens when the AI is not sure?
The workflow must be able to stop, flag the exception and route it to a person. Uncertainty is not solved by inventing an answer.
How is pricing defined?
By process, integrations, volume, risk level and ongoing support. Before building, we make clear what is included, what is excluded and which external services carry a cost.
Bring us a process that is wasting your team's time.
We review it and define what should be automated, what should remain under human control and how to measure whether the implementation actually improves operations.