Case Studies
Real business processes we automated, from a single form-to-CRM link to systems with five tools and an AI agent.
Web form to CRM sync
New website form submissions are added to the CRM automatically.
Email to spreadsheet log
Incoming emails are logged into a shared sheet with sender and topic.
New order Slack alert
The team gets an instant Slack message whenever a new order comes in.
Instant enquiry reply
Every new enquiry receives a personalised confirmation within a minute.
AI lead qualification
An AI agent scores each lead and routes it to the right salesperson.
Support ticket triage
Tickets are classified by topic and urgency, then assigned to the right team.
Invoice data extraction
Invoice PDFs are read, validated and pushed into the finance system.
Smart booking assistant
A chatbot checks availability and books meetings straight into the calendar.
Multi-system customer sync
CRM, billing and support data stay consistent across five connected tools.
Finance reconciliation pipeline
Bank, billing and ERP records are matched and exceptions flagged for review.
Legacy data migration
Years of historical data are cleaned and moved into a modern platform.
AI agent with escalation
An AI assistant handles requests end to end and hands off to a human when needed.
Have a process like this?
Tell us what your team repeats every week. We'll show you what can be automated and what it would save.