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Business automation

AI process automation for business

Meteor connects AI agents to WhatsApp, CRM, ERP, e-commerce, payments and logistics to run complete processes with controls and human escalation.

What is AI process automation?

AI process automation combines agents, rules and integrations to run a business task from start to finish: quoting over WhatsApp against live inventory, collecting on overdue invoices or pushing a catalog to a marketplace. It goes beyond answering like a chatbot: it checks systems, runs authorized actions, records the outcome and hands exceptions to a person with the full context. There are 45 automations published in English today, across 34 integrations and 257 verified steps.

Plenty of them never involve a conversation. A scheduled task reconciles price and stock overnight, a webhook accepts an incoming order in seconds, a record moving to Approved publishes the post. Meteor is business automation with AI, so the work runs whether or not somebody is chatting.

Every one of them can run today: each step fires a tool the product already has connected, not one that is on the roadmap.

Processes

What a company can automate with Meteor

Start with a concrete outcome and keep a person at the points where risk, exceptions or business judgment matter.

Sales

Qualify prospects, quote against live data, follow up and hand the conversation to a person when the negotiation requires it.

See sales automation →

Customer service

Resolve common requests, check orders or schedules and escalate exceptions with the contact’s full context.

See service automation →

Marketing

Turn campaign and conversation signals into measurable content, qualification and follow-up tasks.

See agents by team →

Finance and collections

Check status, remind customers and record outcomes without replacing team approvals or financial rules.

See collections automation →

Logistics

Quote shipments, receive documents, send updates and connect conversations to the systems that govern the operation.

See logistics automation →

Onboarding

How to build an AI agent for your company: 8 steps, guided from start to finish

We do not hand you a tool and wish you luck. We walk you through it until Meteor runs on its own.

01

Discovery

We map your operation, current channels, message volume and commercial goals.

02

Channel setup

We connect WhatsApp, Instagram and wherever else your customers are.

03

Flow design

We build the sales, support and follow-up flows around how your business actually works.

04

AI training

We feed the agents your catalog, your brand voice and your key answers.

05

Integrations

We wire Meteor into your e-commerce, CRM, logistics and internal tools.

06

Testing

We validate every flow against real scenarios before your customers see it.

07

Launch

We go live with the Meteor team monitoring alongside you.

08

Continuous tuning

We measure, adjust and improve the results month over month, on data.

Customer evidence

Real operations behind this solution

First-person customer stories, with the source and the limits of each case kept visible.

Health and beautyPublic authorized video · spoken in Spanish

Sanity: 24/7 AI service and booking

Ana, CEO of Sanity, explains how Meteor supports 24/7 service, booking, payments and customer follow-up.

Ana· CEO of Sanity

Read the customer case
Logistics and transportFirst-person video · YouTube publication pending

Mega Alfa Trans: logistics on WhatsApp

Mega Alfa Trans explains how it uses Meteor agents over WhatsApp for notifications, documents and operational information.

Mega Alfa Trans team· Transport operation

Read the customer case
E-commerce and fragrance retailFirst-person video · YouTube publication pending

Moon Parfum: AI customer service

Darwin Hernández explains why Moon Parfum chose Meteor to structure customer service and the e-commerce sales journey.

Darwin Hernández· Founder of Moon Parfum

Read the customer case

Operating catalog

Automations that can run today

Every page documents the trigger, steps, connected tools, requirements and limits. We do not publish an automation if its tools do not exist in Meteor yet.

9

Sales and quoting

Sales and quoting

Qualify a new lead and hand it to the right rep

How do I get every new lead to the right rep already qualified?

Sales

Starts:
when the customer writes
Steps:
6, with 14 real tools
Needs:
Meteor CRM

Sales and quoting

Quote over WhatsApp against live Alegra inventory

How do I quote over WhatsApp without having to open Alegra?

Finance and operations

Starts:
when the customer writes
Steps:
5, with 12 real tools
Needs:
Alegra · Meteor CRM

Sales and quoting

Quote over WhatsApp with Odoo

How do I quote over WhatsApp with Odoo without opening the ERP?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Odoo

Sales and quoting

Create or update a Dynamics 365 lead from WhatsApp

How do I create or update a WhatsApp lead in Dynamics 365 without duplicating it?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Meteor CRM · Microsoft Dynamics 365

Sales and quoting

Create a Shopify quote and share its payment link

How do I create a Shopify quote over WhatsApp and share its payment link?

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Shopify

Sales and quoting

From the question to a signed quote, without leaving WhatsApp

How do I send a customer a formal Siigo quote over WhatsApp without opening the system?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Siigo · Meteor CRM

Sales and quoting

Show listings over WhatsApp and leave the viewing booked

How do I handle property enquiries over WhatsApp without a sales agent glued to their phone?

Customer service

Starts:
when the customer writes
Steps:
6, with 19 real tools
Needs:
Wasi · Meteor Scheduling · Meteor CRM

Sales and quoting

Record WhatsApp leads in Google Sheets and leave a traceable follow-up

How do I record WhatsApp leads in Google Sheets while reducing duplicate rows and leave a clear follow-up?

Sales

Starts:
when the customer writes
Steps:
6, with 9 real tools
Needs:
Meteor CRM · Google Workspace

Sales and quoting

Answer "can I sell this?" with live data from the SIESA ERP

How do I check stock, price and credit limit in the ERP without opening SIESA?

Finance and operations

Starts:
when the customer writes
Steps:
6, with 16 real tools
Needs:
SIESA · Meteor CRM

8

Collections and receivables

Collections and receivables

Charge inside the conversation with a Mercado Pago link

How do I charge over WhatsApp without sending people to another app or asking for card details?

Sales

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Mercado Pago · Meteor CRM

Collections and receivables

Collect overdue invoices over WhatsApp without chasing anyone by hand

How do I collect overdue invoices over WhatsApp without reviewing the ledger by hand?

Finance and operations

Starts:
at a set time
Steps:
5, with 8 real tools
Needs:
Alegra · Meteor CRM

Collections and receivables

Collect by PSE and Nequi from WhatsApp with Wompi

How do I collect by PSE or Nequi from WhatsApp with Wompi?

Sales

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Wompi · Meteor CRM

Collections and receivables

Create an Alegra sales invoice draft with human approval

How do I create an Alegra sales invoice draft after reviewing it?

Finance and operations

Starts:
when someone asks for it
Steps:
6, with 8 real tools
Needs:
Alegra

Collections and receivables

Create a draft customer invoice in Odoo with approval

How do I create and review a draft invoice in Odoo before posting it?

Finance and operations

Starts:
when someone asks for it
Steps:
7, with 11 real tools
Needs:
Odoo

Collections and receivables

Create a Siigo electronic invoice with approval before sending it to DIAN

How do I create an electronic invoice in Siigo without sending it to DIAN before review?

Finance and operations

Starts:
when someone asks for it
Steps:
6, with 6 real tools
Needs:
Siigo

Collections and receivables

Issue an electronic invoice, track it at the SRI and record the payment

How do I issue an electronic invoice in Contifico and know the SRI really authorized it?

Finance and operations

Starts:
when someone asks for it
Steps:
7, with 8 real tools
Needs:
Contífico

Collections and receivables

Recover the WooCommerce orders that were left unpaid

How do I recover the orders in my store that were left pending payment?

Sales

Starts:
at a set time
Steps:
6, with 12 real tools
Needs:
WooCommerce · Mercado Pago · Meteor CRM

8

Orders and fulfillment

Orders and fulfillment

From a WooCommerce order to an Aveonline shipping label

How do I move orders from my store into Aveonline without retyping them one by one?

Starts:
at a set time
Steps:
6, with 13 real tools
Needs:
WooCommerce · Aveonline

Orders and fulfillment

Accept, prepare and close Rappi orders without living on the tablet

How do I stop losing Rappi orders because nobody accepted them in time?

Starts:
when the outside system calls
Steps:
6, with 10 real tools
Needs:
Rappi

Orders and fulfillment

Quote a Chilexpress shipment over WhatsApp

How do I quote a Chilexpress shipment over WhatsApp without calculating the rate myself?

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Chilexpress

Orders and fulfillment

Quote a TCC shipment from WhatsApp

How do I quote a TCC shipment from WhatsApp?

Finance and operations

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
TCC · Meteor CRM

Orders and fulfillment

Create a Shopify order over WhatsApp for cash on delivery

How do I take a Shopify order over WhatsApp and leave it marked for cash on delivery?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Shopify

Orders and fulfillment

Create a WooCommerce order over WhatsApp for cash on delivery

How do I create a WooCommerce order over WhatsApp and mark it for cash on delivery?

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
WooCommerce

Orders and fulfillment

Ship end to end with Skydropx, from the quote to the pickup

How do I ship an order end to end without going into the carrier's panel?

Starts:
when the customer writes
Steps:
6, with 12 real tools
Needs:
Skydropx PRO · Meteor CRM

Orders and fulfillment

Take a table's order and send it to the kitchen from chat

How do I send a table's order to the kitchen without retyping it into the POS?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Fudo

2

Marketplaces

7

Customer service and scheduling

Customer service and scheduling

Book optometry appointments over WhatsApp with Softix

How can patients book an optometry appointment over WhatsApp at the right location?

Customer service

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Softix

Customer service and scheduling

Book a Cal.com meeting on the right calendar

How do I make sure a meeting booked from chat lands on the right person's calendar?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Cal.com

Customer service and scheduling

Book, remind and reschedule appointments over WhatsApp

How do I let customers book over WhatsApp without double-booking anyone?

Customer service

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Meteor Scheduling · Meteor CRM

Customer service and scheduling

Reserve a vehicle over WhatsApp with HQ Rental

How do I reserve a vehicle over WhatsApp using live HQ Rental availability?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
HQ Rental Software

Customer service and scheduling

Answer "where is my order?" for Mercado Libre sales over WhatsApp

How do I answer the status of a Mercado Libre order without opening the seller panel?

Customer service

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Mercado Libre · Meteor CRM

Customer service and scheduling

Answer a Shopify order-status question over WhatsApp

How do I answer where a Shopify order is without exposing another customer's order?

Customer service

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Shopify · Meteor CRM

Customer service and scheduling

Answer what is booked and what a guest owes without opening LobbyPMS

How do I answer what is booked and what a guest owes without opening LobbyPMS?

Customer service

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
LobbyPMS

6

Content and publishing

Content and publishing

Build a complete Google Ads search campaign

How do I build a complete Google Ads search campaign and review it before it spends?

Social

Starts:
when someone asks for it
Steps:
10, with 13 real tools
Needs:
Google Ads

Content and publishing

Build a Meta Ads campaign that moves the conversation to WhatsApp

How do I build a Meta Ads campaign that opens WhatsApp without assembling each part separately?

Social

Starts:
when someone asks for it
Steps:
7, with 8 real tools
Needs:
Meta Ads

Content and publishing

Publish to Instagram and Facebook the moment somebody approves the piece

How do I publish to Instagram and Facebook without scheduling every piece by hand?

Social

Starts:
when a record changes state
Steps:
5, with 11 real tools
Needs:
Facebook and Instagram · Replicate

Content and publishing

Publish a Webflow article with human review and approval

How do I publish a Webflow article without duplicating it or taking it live before review?

Social

Starts:
when someone asks for it
Steps:
6, with 9 real tools
Needs:
Webflow

Content and publishing

Publish a WordPress article with its image, its metadata and its schema

How do I publish to WordPress without half an hour of pasting blocks and filling metadata?

Social

Starts:
when someone asks for it
Steps:
6, with 16 real tools
Needs:
WordPress · Google Trends · Google Search

Content and publishing

Publish a Shopify product listing in Webflow with human approval

How do I publish a Shopify product in Webflow without duplicating it or copying data I cannot keep current?

Social

Starts:
when someone asks for it
Steps:
6, with 11 real tools
Needs:
Shopify · Webflow

5

Operations and reporting

Decision questions

Before automating a process with AI

The best candidates contain repeatable work, known rules, accessible data and a result the team can verify. If the process includes a sensitive or exceptional decision, Meteor hands that step to a person with the context needed to decide.

No. A chatbot is a conversational interface. An automation may start in WhatsApp, but it can also start on a schedule, from a webhook or when a record changes, then run steps in CRM, ERP, calendars, payments, e-commerce or logistics.

Yes, when an integration, MCP or API provides the required permissions. Before building, the team verifies what each system can read or write and which actions must keep human approval.

Meteor documents the process, connects systems, designs the flows, tests real scenarios, defines limits and escalation, and then launches with monitoring. Tuning continues with operating data.

It depends on channels, volume, integrations and autonomy. Platform plans are published on the pricing page, while implementation is quoted against the actual operating scope.

Evaluate a real process in your company

Tell us what needs to happen, which systems are involved and where a person should step in. We will tell you what can run today and what still needs to be connected.