Resources
Articles about ways to use Patio and where to start.
Articles
How to coordinate projects across teams without losing context
Coordinate projects across sales, operations and administration: share the scope, record changes and resolve blockers with clear responsibilities.
Which business processes should you automate first?
Choose your first process to automate: find delays, repeated work and handoffs between teams. Practical examples and criteria for starting with AI.
What to check before quoting a customer
Current prices, customer agreements and margins: what to review before sending a B2B quote and when to request approval.
What to do when your company has no defined sales processes
How to start defining sales processes: identify decisions, agreements and approvals so work does not depend on one person.
Solutions
Process automation
Free up your team’s time by delegating work with your rules.
Project management
Meet project commitments by coordinating work across teams.
Quotes
Protect margins when preparing and approving quotes.
Sales through WhatsApp
Respond with customer agreements and history at hand.
Sales follow-up
Spot pending work and keep each opportunity moving.
See how your work moves forward in Patio
In 30 minutes, we'll show you an example and talk about the work you want to tackle.
Which process you want to start with.
How your team and AI agents take part.