AI process automation

    Business process automationwith artificial intelligence

    Sentria automates operational workflows with AI: document entry and validation, reconciliations, reporting, reviews, and analysis that take hours of manual work today. We are based in Guadalajara, Mexico, and work remotely and on-site with teams in other countries, at a fraction of typical U.S. consulting rates. Every automation is measured against the time and errors of the original workflow.

    Measured results
    bank reconciliation
    1 day → 2 hrs
    for 40–50 certificates
    4–6 min
    faster loss reporting
    5x

    Which workflows can be automated with AI?

    Six types of workflow where AI tends to save the most time, with examples of what we have already automated.

    Extract data from documents

    Turn PDFs, images, or emails into structured information.

    Example: Bank reconciliation from PDF statements.

    Validate and cross-check information

    Compare files against reports and flag errors or discrepancies.

    Example: Validating attendance records against reports.

    Generate reports and analysis

    Go from scattered data to ready-to-use reports in minutes.

    Example: Loss and shrink reports by store.

    Review documents against criteria

    Apply a checklist or expert judgment consistently.

    Example: Clause-by-clause contract review.

    Forecast and recommend

    Anticipate demand or outcomes with more variables than a spreadsheet can handle.

    Example: Sales forecasting with weather data by ZIP code.

    Research and summarize information

    Pull information from multiple sources and deliver a clear analysis.

    Example: Location analysis for new stores.

    Before and after automation

    Real workflows we have taken into production, identified by industry.

    Financial services

    Bank reconciliation

    Before1 full day

    AfterAbout 2 hours

    Insurance & benefits

    Certificate processing

    BeforeManual, one at a time

    After40 to 50 certificates in 4 to 6 minutes

    Specialty retail

    Loss and shrink reporting

    Before1 report in 2 days

    After5 reports in 8 hours

    Human resources

    Attendance record validation

    BeforeManual review

    After1 hour saved every day

    Medical products retail

    Financial statement analysis

    Before5 manual hours a month

    AfterFully automated

    How is this different from traditional automation?

    Traditional automation follows fixed rules on clean data. AI adds the ability to read, interpret, and apply judgment.

    Traditional automation

    • Needs structured data, such as tables or fixed forms.
    • Follows exact rules defined in advance.
    • Breaks when an exception or a new format shows up.

    AI-powered automation

    • Reads PDFs, emails, images, and free text.
    • Applies judgment the way an experienced person would.
    • Handles variation and flags what needs human review.

    In practice, the best automations combine both: rules where everything is predictable, and AI where interpretation is needed.

    Three levels of automation

    Not every workflow needs new software. We start with the simplest level that solves the problem.

    01
    Inside your tools

    Skills and scheduled tasks

    Your team turns repetitive tasks into reusable skills and automatic reports inside ChatGPT or Claude.

    Explore training
    02
    In your workflows

    AI Adoption Program

    We embed AI into 3 workflows in parallel, with production-ready tools in 4 to 6 weeks.

    Explore the program
    03
    With your systems

    Custom AI Solutions

    Software built for your operation, integrated with files, databases, ERP systems, or APIs.

    Explore custom solutions

    Not sure which workflow to automate first?

    Use our six signals and the quick self-assessment to identify the workflows with the biggest opportunity.

    Go to the opportunity assessment

    Companies that trust Sentria

    More than 50 companies, 100 workshops, and 160 AI implementation projects delivered through our methodology.

    Tierra y Armonía
    Dolphy Helados
    Verde Valle
    Vivo 47
    Grupo Tenerife
    Divemex
    Notaría 74
    Ambito Atelier
    Tracto
    Market 5201
    Colmenares
    Cloe
    Grupo Corey
    Grupo Pretorian

    AI process automation FAQ

    Who can automate business workflows with AI?

    Sentria, based in Guadalajara, Mexico, automates operational workflows with AI and works remotely and on-site with teams in other countries. We work on workflows such as document entry and validation, reconciliations, reporting, contract review, and forecasting, and we measure every automation against the time and errors of the original workflow.

    Which workflows should we automate first?

    Repetitive workflows that involve documents or data, follow rules or clear judgment, take up hours from key people, and produce a measurable result. If you are not sure where to start, a 30-minute assessment call helps prioritize.

    Will AI replace my team?

    No. AI replaces tasks, not people: it handles data entry, validation, or the first draft, while your team reviews, decides, and handles exceptions. High-stakes decisions always go through human review.

    Can the automation connect to our systems?

    It depends on the path. In training and the AI Adoption Program, we automate inside the AI tools your team already uses, such as ChatGPT or Claude, connected to email and folders. When a workflow needs to integrate with files, databases, an ERP, or APIs, we build a custom solution.

    How long does it take to automate a workflow?

    With the AI Adoption Program, workflows are production-ready in 4 to 6 weeks, working on 3 workflows in parallel. Custom solutions are planned in phases once the business case and scope are defined.

    How are savings measured?

    Before building anything, we measure the current workflow: time, errors, volume, or capacity. At handoff, we compare against that baseline and deliver an impact report.

    Tell us which workflow you want to automate

    We will give you our honest read: whether AI can automate it, how much time it could save, and the best way to get there.

    • A personal reply, not an autoresponder.
    • No obligation.
    • Your details are only used to prepare the proposal.

    Prefer to talk first?