How Pretto uses automation to create a happier company

Pretto, a French mortgage loan brokerage company, has effectively utilized Zapier to automate various business processes, enhancing efficiency and innovation across its operations. Faced with a challenging housing market in 2022, Pretto pivoted to consultancy services, automating key tasks such as contract creation and signature processes, which now contribute to 10% of its annual revenue. The company has also developed a customized customer support feedback system, leveraging automation and AI tools like ChatGPT to streamline workflows, save costs, and provide valuable insights that inform project priorities. Furthermore, Pretto has implemented a complex 63-step Zap to automate data transfers between banks, saving the equivalent of one full-time employee annually. Encouraging all employees to use automation tools has fostered a more efficient, agile, and satisfied workforce, illustrating the transformative impact of automation on the company’s operations and growth.