AI automation

AI automation

Price
from $2,000
Timeline
2–4 weeks
Experience
100+ projects · 10+ years · 9+ countries

AI in your workflows: lead triage, summaries, reply drafts and reports

Tools
  • HubSpot
  • Google Sheets
  • Telegram

Our usual stack. We bring in other tools when the task or the project calls for it.

AI is useful not as a chatbot for its own sake, but where people spend hours on repetitive text work: triaging leads, answering common questions, summarizing calls and writing reports.

We build language models into your processes — CRM, email, messengers and reporting — with clear rules and quality control.

What we automate

  • Classification and triage of incoming leads
  • Summaries of calls, meetings and conversations
  • Reply drafts for your team to review
  • Plain-language daily reports from your data
  • Search across your company knowledge base
  • Data extraction from documents
Challenges

The busywork AI can take over

  • Leads arrive in a jumble and nobody has time to sort them

    The model reads each lead, tags type, urgency and product, fills in the CRM fields and assigns an owner according to your rules.

  • After a call, the rep never logs the outcome in the CRM

    We transcribe the call recording and produce a short summary — agreements, objections, next step — that lands on the deal card automatically.

  • Someone keys in data from invoices and contracts by hand

    We extract company details, amounts and dates from PDFs and scans into a sheet or the CRM and check them against your rules. Doubtful documents go to manual review.

  • Every customer reply gets written from scratch

    The AI drafts a reply from the customer's history and your templates; the rep edits and sends. Tone and required wording are set up front.

  • The internal docs exist, but nobody can find the right section

    We index your internal documents so staff get an answer with a link to the exact section right in the team chat.

Is it for you

When AI automation pays off

A good fit if

  • You handle dozens or hundreds of similar text operations a day
  • You can show with examples what a correctly processed lead or document looks like
  • Your data lives in tools with an API: HubSpot, Pipedrive, Gmail, Google Sheets
  • A mistake at one step can be caught by a check, not discovered by a customer

Not a fit if

Principles

AI with quality control

  1. A measurable task

    We pick a process where you know how much time it takes today, so after launch you can compare and see the effect.
  2. Tested on your examples

    Before launch we run the AI on real leads and emails and refine the instructions until the quality is right.
  3. A human in the loop

    Where mistakes are costly, AI writes the draft and a person on your team sends or approves it.
Process

How we work

  1. 01

    Process walkthrough

    2–3 days

    We go through the process with the people doing it by hand: where data comes from, where decisions and errors happen.

    You get A process map with the steps AI will take over marked
  2. 02

    Prototype on your data

    3–5 days

    We build a first version on real leads, emails or reports and compare it with how your staff handle them.

    You get A prototype and a side-by-side table: where AI did the job, where a person is needed
  3. 03

    Wiring it in

    3–7 days

    We connect the automation to your CRM, inbox and spreadsheets so results show up where the team already works.

    You get An automation that picks up incoming data and drops results into your systems
  4. 04

    Live shadow run

    2–3 days

    We run it alongside the manual work, review every mismatch and tighten the rules.

    You get A mismatch report and updated processing rules
  5. 05

    Handover

    1–2 days

    We switch off the manual duplicate and show you how to edit the AI instructions and where to see errors.

    You get A maintenance guide and a 3-month bug warranty
Getting started

How we kick off automation

What we need from you
  • A description of one or two operations you want to hand to AI
  • A couple dozen real examples along with the correct output
  • Test access to the CRM, inbox or document storage
  • Rules: which fields to fill, who gets assigned, what counts as urgent
  • Your security team's call on what data may go to cloud models
Before we start

A free operation walkthrough

On a 30-minute call we go through the operation step by step: what comes in, what goes out, where people slip up today. Then we send an automation outline, a timeline and an estimate.

AI automation

Hours lost
on repetitive text work?

Lead triage, call summaries, reply drafts, daily reports — we pick one measurable task, test AI on your examples and keep a person in the loop.

I'm interested in...
Project Budget

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FAQ

Questions & answers

Contact us

It can, so important actions keep a human in the loop, and we track quality on real examples.

From $2,000. The total depends on the volume and variety of incoming data (emails, leads, documents, scans), how many systems the AI writes results into and how many examples we need to test quality. Model usage is estimated separately. We send an estimate after walking through the process on a call.

We choose the provider and settings to match your requirements: business plans that don’t train on your data, or models on your own server.

Model usage is usually small compared to the time saved. We estimate it on your volumes before launch.

With one process that has the most manual text work. We run a pilot, measure the effect and scale.

We are a world-class team of industry-leading professionals, who constantly push new technology