Kodex
Technology solutions
We connect processes, systems, and AI agents into a single governed flow. Leadership sees fewer errors and more margin; engineering sees events, queues, MCP, and auditable logs.
How it works
Zapier and scripts help at the tactical level. At corporate scale you need orchestration: one source of truth across ERP, CRM, and agents — with SOP rules and traceability.
Processes that are expensive in hours and fragile in errors — in business and systems language.
Events, queues, and contracts between apps: AI acts where it adds value, with human control where needed.
Logs, retries, and ISO policies: what runs in production is defensible under audit.
Fragile automation
With Kodex
Depth
Three depths. Start where it hurts today and grow without rebuilding the foundation when volume or AI demand it.
01
Nivel 01
Win hours now — with minimal governance
Ideal for teams living on Make/Zapier today that need reliability without a platform project.
Qué incluye
Ideal para · Ops and middle-office that want results in weeks.
Resultado · Less manual work on 1–3 critical processes.
02
Nivel 02
One truth across business systems
Sync and workflows across ERP, CRM, billing, and field tools — with owner, metrics, and runbooks.
Qué incluye
Ideal para · Operations and IT leadership that need scale.
Resultado · Fewer silos, less rework, more predictability.
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03
Nivel 03
RecomendadoEvents, MCP, and decisions under control
Industrial layer: event-driven architecture, agents with MCP tools, and human-in-the-loop policies on high-risk actions.
Qué incluye
Ideal para · Organizations that want executable AI, not demos.
Resultado · Automation defensible before ISO, legal, and the board.
You can start tactical and move up to platform: contract and SOP design avoids rebuilding integrations.
Process engineering
Same architecture, two readings: business outcome above; technical detail below. That is how we align the board and the systems team.
Dual reading
Each layer speaks to business and engineering — without diluting either.
Negocio
Fewer hours on repetitive tasks
Ingeniería
Workers, queues, and scheduled jobs replace manual steps
Negocio
Fewer costly errors in invoices or stock
Ingeniería
Validations, idempotency, and dead-letter queues
Negocio
AI that executes with permission
Ingeniería
MCP agents + human-in-the-loop policies
Negocio
Auditable for ISO / leadership
Ingeniería
Immutable logs, event correlation, runbooks
Operational flow
From stimulus to action: every node has a business owner and a technical contract.
From operating cost to controlled flow
Illustration: how effort redistributes when the process no longer depends on “someone who clicks.”
Casos de uso
01
Business: invoices and contracts classified without an endless queue. Technical: extraction, validation, and links to auditable sources.
02
Business: one truth for customer and stock. Technical: ERP↔CRM sync with contracts, retries, and reconciliation.
03
Business: orders, maintenance, and checks without micromanagement. Technical: agents with MCP tools and risk policies.
A failed trigger is not a notice: at scale it is burned operating capital. Orchestrating reduces human variability where it does not add value.
Business
Less cycle time on critical processes and less rework — visible impact on EBITDA and team capacity.
Engineering
Event-driven architecture with MCP so AI interacts with ERP/CRM in context — with logs and policies.
Illustration · Operational capacity
+32%
illustrative capacity recovered vs manual processes + loose triggers
↓ 48 % vs manual process
↑ 32 pts vs manual process
Process reliability index (0–100)
Illustrative example: reliability rises when moving from manual clicks to orchestration with retries, alerts, and SOPs.
Each lever shortens the time from “work arrived” to “done and logged” — in days for leadership, in SLAs for engineering.
Routine steps stop depending on inboxes and loose spreadsheets.
ERP, CRM, and documents share the same case state.
What the machine cannot decide goes through HITL with full context.
Cycle time, error rate, and live queues to decide with data.
Cycle in days
9d → 2.5d
illustrative time for an orchestrated back-office process
Antes
Con Kodex
Antes
Con Kodex
Antes
Con Kodex
Antes
Con Kodex
Illustrative values. In project we measure your baseline (hours, errors, SLAs) and the post-orchestration delta.
How we deliver
Same Kodex sequence — from the pain map to the flow in production — with clear deliverables for business and engineering.
Fase 1
Where money and time go
We map high-cost, low-value manual processes — with owners, exceptions, and systems touched.
Fase 2
Do not orchestrate garbage
We assess API hygiene, permissions, and data quality before automating decisions.
Fase 3
Visible errors, immutable logs
Flow engine, error control, retries, and audit — with SOPs and runbooks for operations.
Fase 4
When SaaS changes, the flow holds
We adjust integrations and agent policies when external systems change, without stopping the business.
Trust perimeter
Automation is an extension of your security policy — not an ownerless Make. Three folders, one Kodex standard.
Execution
High-risk actions go through human validation or strict rules — AI does not “improvise” in the cash box.
Controlled risk
Compliance
Processes and logs aligned with information security and personal data handling.
Auditable
Operations
Event correlation, alerts, and runbooks so Ops knows what failed and how to recover.
SRE · runbooks
Not necessarily. We can act as a governance layer over your tactical stack — or migrate critical flows to industrial orchestration when volume or risk demand it.
In business: cycle time, error rate, and hours freed. In technical: queue SLAs, retries, log coverage, and failure MTTR.
Yes, by design: MCP permissions, human-in-the-loop on high risk, and a record of every action. Without that, we do not automate sensitive decisions.
It depends on the system map: queues/events, API integrations, orchestrators, and MCP agents. We choose tools by contract and operability, not by fashion.
Filtro de oro
For critical processes, multiple data sources, and error-free execution with expert support.
Book orchestration consultingTo optimize simple tasks or learn to connect basic tools internally.
View DIY automation tutorialsRAG
Sistemas RAG
Base vectorial + citas: menos alucinaciones, más casos cerrados y conocimiento que mueve CRM/tickets.
Ver →MCP
Integraciones & MCP
Puerto MCP: la IA lee y actúa sobre ERP/CRM con scopes y auditoría — sin conectores punto a punto.
Ver →LLM
LLM & asistentes de IA
Puestos aumentados: LLM + RAG + MCP con guardrails — respuestas con evidencia y acciones gobernadas.
Ver →Kodex orchestration: clear outcomes for the board, clear contracts for engineering — and agents only where they add value under governance.