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PORTAL AUTOMATION
Automating portal procedures with AI
The agent handles registrations, cancellations, queries and downloads in portals with login and verification, respecting compliance and leaving traceability.
Automating portal procedures with AI
An AI agent for portal procedures matters when you work with portals that require authentication and two-factor (agencies, organisations, suppliers) and need compliance and traceability, not generic browser automation. Before selecting tools, we define journeys, permissions, data and supervision criteria so the agent operates under your company's control.
We work from Barcelona and Madrid and remotely with teams across Spain, Europe, LATAM and the United States. The process combines discovery, access hardening, verifiable releases and operational documentation.
We hand over code, repositories, configurations, skills and documentation in accounts owned by your company. You can audit, rotate credentials or change supplier without lock-in.
The agent handles registrations, cancellations, queries and downloads in portals with login and verification, respecting compliance and leaving traceability. That is why we prioritise a governable, measurable agent ready to evolve without rebuilding its foundations.
THE CHALLENGE
The challenge of automating portal procedures
portals with login and two-factor force manual procedures with no traceability
Portals with changing forms
Each agency updates its website and fields without notice, and scripts stop working overnight.
Recurring filing volume
Uploading files and attachments to several portals repeats every period and consumes full workdays.
Traceability of each filing status
Without a central record, it is hard to know what was filed, when and with what outcome.
APPROACH
How we fix handling registrations, cancellations, queries and downloads with compliance
We move forward with measurable decisions and releases that already add value.
Portal and filing inventory
We catalogue the agencies, forms and attachments the business files on a recurring basis.
Filing rules and exceptions
We define which data goes into each field and which filings require human review before sending.
Automation with double verification
We automate the upload while keeping a person who confirms the send and reviews acknowledgements.
Portal change monitoring
We detect form alterations and adjust flows before they fail in production.
DELIVERABLES
What automating portal procedures leaves ready
We deliver an operational foundation your team can govern and keep improving.
Automated filing catalogue
List of covered filings with their portal, frequency and assigned owner.
Operational filing flows
Automations that fill and upload files to each portal with human confirmation.
Filing traceability log
Record with date, status and acknowledgement of each filed request, queryable at any time.
Form change alerts
Notification system that flags portal alterations so flows are reviewed in time.
TRUST
Technology applied to real operations
We automate portal procedures with authentication and two-factor since 2008, in Barcelona and Madrid and remote. Access and traceability stay under your control.
- Scope, assumptions and risks visible before the deployment is committed.
- Least privilege, secrets and systems of record defined from the design stage.
- A measurable first release before expanding channels or departments.
- Code, configuration and documentation under your company's control.
FAQ
Questions about automate procedures in web portals
Have a project in mind?
Tell us what you need around automate procedures in web portals. We will help you turn it into a clear, viable delivery plan.
