The same report, rebuilt again
You collect updates, check spreadsheets against each other and format the weekly or monthly summary by hand.
Workflow automation & AI consulting
Make your everyday work easier to run.
Quintera helps small teams connect apps, fix unreliable automations and use AI for tasks such as reading requests and preparing drafts.
Start with one process. Agree what needs to change. Build from there.
A clearer Monday morningExample workflow
Bring the updates togetherOne agreed workbook or list
Check what needs attentionMissing owners, dates, and status changes
Weekly operations summary Ready for review
On track12
At risk3
Blocked2
See progress, problems and next steps in one place.
Example design with made-up data. Your workflow will be planned around your team.
Choose tools around the work
ZapierMaken8nPower AutomatePower AppsAPIs & AI tools
A good place to start
When the process works.
But takes too much work.
For business owners and operations leads in professional services and small internal teams with a recurring problem to fix.
Every request needs a chase
Approvals live in email. Ownership is unclear. Someone has to ask what happened next.
A different answer in every tracker
Your team needs a shared view of priorities, overdue work, and the decisions that need attention.
Ways to work together
Choose one problem.
Agree the first project.
Before building, we agree what you will get, what access is needed and how we will check that it works.
Understand the bottleneck
Workflow review
Get a practical plan for a recurring problem before committing to a build.
$300 USD
One process · written recommendations
- A 60-minute working session
- A map of the current workflow
- What could be automated and what might get in the way
- A clear next step with an estimate
Connect apps and fix workflows
Workflow automation
Connect forms, email, CRM, spreadsheets and project tools around one repeatable process.
Priced by proposal
Zapier · Make · n8n · Power Automate · APIs
- One agreed build or repair
- Field mapping and duplicate checks
- Failure handling and a way to retry
- Instructions and team handover
Read, research and prepare drafts
AI workflows and agents
Use AI for a defined task, with approved tools, sample checks and a person to review the result.
Priced by proposal
Start with one task and a small pilot
- Inbox triage and draft replies
- Document fields and internal research
- Human review before agreed actions
- Quality, failure and usage checks
For a recurring report
Reporting sprint
Make one recurring report easier to produce, check, and hand over.
from $1,750 USD
One source · one report · one owner
- One agreed Excel or SharePoint source
- A repeatable preparation or refresh workflow
- One agreed report layout and review round
- A walkthrough to check the result and a how-to guide
Improve a larger process
Power Apps builds
Bring requests, owners, approvals and progress together in one agreed process.
Priced by proposal
Project stages agreed around your process
- Request intake and approval flows
- Shared tracking with clear ownership
- Views or dashboards to track the work
- Documentation and team handover
Prices are a guide and are in USD. Before work begins, a written proposal confirms what is included, timing, fees and any taxes. Software subscriptions, AI usage, hosting, extra data sources, major data cleanup and ongoing support are agreed separately.
What this could look like
Three practical use cases.
See the problem, one way to solve it and how we would check the result.
Example 01 / Professional services
Prepare the weekly client delivery report.
An operations lead rebuilds a status summary from an Excel tracker every Friday. Missing updates and inconsistent labels slow the review.
Possible buildUse consistent fields in the source, flag missing information and prepare a report for someone to review.
What you getOne report layout, a process to refresh it, checks for problems and a short how-to guide.
How we checkCheck the report against an agreed sample, then have the person responsible run the next report.
From source data to a finished report
- 1Agree one source and a reporting cut-off
- 2Check missing owners, dates, and updates
- 3Refresh the agreed report layout
- 4Review flagged issues and share the summary
What we measure: time spent preparing the report, corrections needed and whether the process works across agreed reporting cycles.
Example 02 / Internal operations
Give every request an owner and a next step.
A team handles service requests by email. People chase updates, and it is hard to tell which requests were approved and which are still waiting.
Possible buildA shared intake list with ownership, an approval step, and reminders using approved Power Automate connections.
What you getRequest fields, rules for who handles each request, a status view, steps for handling problems and instructions for the administrator.
How we checkWalk through accepted, rejected, overdue, and failed requests with the people who own the process.
An example request journey
- 1Capture the request in one shared place
- 2Assign the responsible owner
- 3Send the decision to the right person and handle problems
- 4Make the outcome visible to the team
What we measure: requests without an owner, overdue approvals and time spent chasing updates.
Example 03 / Portfolio coordination
Bring priorities and blockers into one view.
Several trackers describe the same work differently. Team meetings are spent sorting out conflicting updates instead of making decisions.
Possible buildAgree the fields and who updates them, then create a shared view using SharePoint, Power BI or Dataverse where it fits the work.
What you getAn agreed set of tables and fields, views of priorities and problems, a way to refresh them and a record of who is responsible.
How we checkCheck definitions and totals, test who can access what and try the view in a real team meeting.
Bring the work into one view
- 1Define status, priority, and ownership
- 2Agree the source of each field
- 3Show overdue work and blockers
- 4Use the view to assign next actions
What we measure: missing information, matches with source records and whether the view helps people make decisions.
These are examples of possible projects, not client case studies or measured results. The tools and results depend on the agreed work, data quality, licensing and access.
How we work together
Know what is included.
See progress. Know how to use the result.
You work directly with Felipe, from the first conversation to the final walkthrough.
01 / DISCUSS
Find the right first problem
Start with a free 20-minute call. We discuss the process, who is responsible and what you want to improve.
02 / DEFINE
Agree what is included
A written proposal confirms what you will get, the licenses and approvals needed, anything the work depends on, the price and how we will check the result.
03 / BUILD
Try a working version
Build a small working version, review it together, and complete the agreed changes against sample data.
04 / HAND OVER
Make it usable by your team
Walk through the finished workflow, document how to run it, and agree any support separately.
Beyond one platform
Start with the handoff that slows you down.
Possible first projects with made-up scenarios. We agree the exact tools and checks before a build.
A request reaches the right owner
A form creates or finds the right CRM record, adds one task and notifies its owner. Repeated submissions need a duplicate check.
An inbox becomes a review queue
AI suggests a category, flags missing details and prepares a draft. A person reviews the source and reply before it is sent.
A failed run has a next step
Check what actually reached the destination before retrying. Give the owner enough information to recover without creating extra records.
The person behind Quintera
Practical help, directly from the person building it.
I'm Felipe Quintana. Quintera is my independent consulting practice for workflow automation, app integrations, reporting and practical AI projects. The starting point is the work you need to improve, whether your team uses Microsoft tools or a mix of other apps.
I start by understanding the work, choose a solution that fits the problem and leave your team with something it can use and maintain.
Felipe QuintanaIndependent consultant · Quintera
- One agreed process and a named owner
- Agree data access, human review and who maintains the workflow
- Write down decisions, how to handle problems and how to run the process
Before we start
A few useful answers.
The first conversation helps us decide whether the project is a good fit.
Do you only work with Microsoft tools?
No. Quintera offers workflow projects across Zapier, Make, n8n, Power Automate and custom integrations. We check the exact actions, permissions and running costs before choosing a tool. Power Apps and reporting remain available as focused services.
Can you build AI agents?
We can plan a small AI workflow or agent pilot for one defined task. The proposal covers approved data and tools, checks, cost limits and where a person must review an action. The existing public demo shows Power Apps, not an AI agent.
Do I need new software or a connector?
We first review the tools and licenses you already have. Some solutions may need additional licensing or approved connections. Those requirements are identified before a build is agreed; consulting does not bypass your IT or security approval process.
What fits in the reporting sprint?
One agreed Excel or SharePoint source, one recurring report, one process owner, and one review round. Extra sources, substantial data cleanup, custom integrations, or a wider application are estimated separately.
How long does a project take?
The reporting sprint is a small project. We agree a delivery window after reviewing the source, the report you need, access and your availability. Larger projects are split into agreed stages.
Will I work directly with you?
Yes. You work directly with Felipe from the first discussion through the build and handover. We agree availability and meeting times when we plan the project.
What happens after handover?
Your team receives the agreed working files, instructions and a walkthrough. Maintenance and new requests are agreed separately. The proposal explains any support period and how issues will be handled.
What should I share in the first email?
A brief description of the process, your current tools, and what you want to improve. Please avoid sending confidential records, passwords, or customer data. We can arrange an appropriate way to review sample material if needed.
Start with one workflow
What's the task you keep doing by hand?
Tell me a little about it. We'll use a free 20-minute call to see whether I can help with a small project.
No presentation needed. A clear description is enough to start.
Let's make the first email easy.
- What do you do repeatedly?
- Which tools or files are involved?
- What would a better result look like?
Prefer a guided start? Build your project brief
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