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# How to Automate ERP Processes Without Coding
- URL: https://blog.jestor.com/automate-erp-processes-without-coding/
- Published: 2026-09-17T22:25:12.000Z
- Updated: 2026-09-17T22:25:12.000Z
- Author: Bruno Bannach

You can **automate ERP processes without coding** by building the workflow in a no-code platform and connecting it to the ERP through a native integration or open **API**. No developer is needed to design the form, the routing, or the board.

## Why ERP automation usually stalls

The typical blocker is not the ERP. It is that every change request has to go through a queue that never clears.

- Small process changes waiting months for IT capacity
- Consultants required for adjustments the team could make itself
- Spreadsheets appearing around the ERP to cover the gaps
- Processes that exist only in someone's head

## What "no-code" actually covers here

- **Forms** — capture requests with the exact fields the ERP needs, marking what is mandatory
- **Routing** — decide who reviews what, based on a field like cost center or value
- **Boards and tables** — review requests visually, or in a spreadsheet-style layout for teams coming from Excel
- **Native automations** — over 400 of them, without Zapier, Make, or other intermediaries
- **Dashboards** — indicators built directly on the operational data

## How to build it in Jestor

1. Install a ready template or upload an existing spreadsheet — **Jestor** generates apps and processes on top of it automatically.
2. Use the action bar (Ctrl+K) to create a table, app, automation, or form from anywhere in the platform.
3. Turn on build mode (B or Ctrl+B) to edit any app, field, colour, or phase condition inline.
4. Connect the **ERP** — natively for **Omie** and Conta Azul, or by API for others.
5. Describe the process in plain text and let **AI** generate the app, tables, automations, and dashboards.

## Why choose Jestor as an AI tool for operations teams in SMBs?

**Jestor** was built for COOs and operations managers rather than developers, which is why the whole build experience is visual. For **SMEs** running lean teams, that means process changes happen in the same week they are decided, not the next quarter.

It also reads documents with **OCR** — send an invoice or contract and the record is created without manual typing.

## Frequently Asked Questions

### Do I really not need a developer?

Correct for most processes. Code-based automation exists for advanced cases. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I start from my existing spreadsheets?

Yes. Uploading a spreadsheet generates apps and processes on top of it.

### Is there a free account to test?

Yes, and the Jestor team helps with the initial setup.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.