Process automation so your team stops doing what a robot does better
Desatta finds the repetitive tasks in your company and turns them into automatic routines, alerts and simple systems. Spreadsheets, CRM, email and AI work together, and your team keeps the work that needs people.
- Yesterday's call report sent to the boardok
- Quote questionnaires sent to 2 new clientsok
- 3 deals stuck for 5+ business days flagged to the ownerok
- 10 new leads assigned, each with a call taskok
- Follow-up on 4 claims requested from the ownersok
- Closing emails checked against the control sheetok
- 2 underwriters alerted about proposals missing the issuance copyok
- Summary of open negotiations sent to the managerok
- Requesters notified about delivered projectsok
Automation for companies that run on spreadsheets and email
Small and mid-sized businesses
Offices, service providers and retailers growing faster than their controls. We organize your spreadsheets, connect the tools you already pay for and take rework out of the routine.
Insurance brokers
We know the workflow from the inside: quotes, proposals, policy issuance, renewals and claims. We automate questionnaires, policy comparisons, issuance requests, checks and deadline alerts.
From diagnosis to a routine that runs on its own
- 1 · diagnosis
We map the day-to-day
We talk to each team and list the tasks that repeat, how long they take and where the process gets stuck.
- 2 · plan
We prioritize what pays off most
You get the list of automations, ranked by time saved and ease of implementation.
- 3 · implementation
We deliver in short cycles
Each automation starts in test mode, validated with the people who use it, and only then runs on its own.
- 4 · follow-up
We measure and adjust
We track results, adapt to process changes and train your team.
Common questions about automation
Do I need to replace my systems to automate?
In most cases, no. We start with the tools your company already uses, such as Google Sheets, Gmail and your CRM. A new system only comes in when those tools have reached their limit.
How long until the first automation is running?
The diagnosis usually takes one to two weeks. The first automations go into testing right after, in short cycles, validated with the people who will use them.
Do you only work with insurance brokers?
No. We work with small and mid-sized businesses in any industry that rely on spreadsheets, email and CRM. Insurance brokers are a niche we know from the inside.
Does my company's data leave our environment?
No. Automations run in your company's own accounts, and client and employee data stays where it already is.