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Automation & AI

Automation on your data. Systems built on the CRM, the documents and the tools you already run, not a chatbot bolted onto the homepage.

pipelinen8n · Zoho · HubSpot
Formn8nCRM
record.source = "google / cpc" · carried to CRM ✓

every lead arrives with a source

who

Who it is for. Teams losing hours to manual handoffs between systems, companies whose lead data arrives incomplete or late, and organisations sitting on years of documentation nobody can search.

connect

What we do

CRM and lead operations

  • CRM implementation and cleanup (Zoho, HubSpot, Pipedrive)
  • Form to CRM pipelines carrying full source attribution, not just a name and an email
  • Lead routing, assignment rules and deduplication
  • Custom fields, layouts and pipeline design
  • Scheduled sync jobs that repair records the real time push missed
  • Migration between CRMs without losing history

Workflow automation

  • n8n development, self hosted or cloud
  • Zapier and Make where they are genuinely sufficient
  • Multi step workflows across marketing, sales and operations tools
  • Scheduled reporting, alerting and escalation
  • Approval flows and internal notifications
  • Data enrichment and validation between systems

Operational automation

The unglamorous work that removes recurring incidents.

  • Deployment, cache and backup routines
  • Automated site health and integrity checks
  • Recurring campaign and content workflows
  • Monitoring with alerts that reach a person, not a log file

Integrations

  • API integrations with Google, Meta, LinkedIn and platform specific endpoints
  • Custom middleware and webhook handling
  • Data pipelines between marketing, sales and finance systems
  • Building against APIs that have no ready made connector
ai

AI on your data

A generic chatbot answers from the public internet. These systems answer from your documents, your CRM and your history.

Connecting your knowledge

Most of the value is already written down somewhere. The work is making it reachable.

  • Notion, Obsidian, Confluence, SharePoint, Google Drive
  • Slack and email archives
  • ClickUp, Asana, Jira
  • CRM history and support tickets
  • Contracts, policies and internal documentation

Document processing

  • OCR and parsing of PDFs, scans and forms
  • Extraction from contracts, invoices and structured documents
  • Classification and routing of incoming documents

Assistants and agents

  • Internal assistants over your own documentation, using retrieval and vector search
  • Knowledge search across repositories, past work and institutional memory
  • Lead qualification and support assistants connected to your CRM, with real customer context
  • Custom agents for defined repetitive tasks
  • MCP integrations, connecting your internal systems to the AI tools your team already uses

Where it lives

An assistant nobody opens is not a deliverable.

  • Slack apps and bots
  • Web interfaces and internal dashboards
  • Telegram and WhatsApp Business
  • Email automation and inbox triage
hosting

Cloud or self hosted

Where your data is allowed to go decides the architecture. We build for both.

Hosted models

When speed and quality matter most and the data permits it. Claude and OpenAI.

Open weight models

When data cannot leave your infrastructure, or when cost at volume makes it the better choice. Llama, Mistral, Qwen, Hermes, running on your own servers.

Hybrid

Where sensitive content is processed locally and everything else uses hosted models.

We will tell you which one your case actually needs, including when the answer is the cheaper one.

approach

How we approach AI

We start with the data, not the model.

If lead sources are wrong and the CRM is half empty, an AI layer will produce confident nonsense. We usually fix the plumbing first.

We build what has a measurable job.

Hours saved, errors removed, response time reduced. If we cannot name the number, we will say the project is not worth doing.

We measure whether the AI is actually right.

Answer quality is evaluated before anything reaches production, and traced afterwards, with full visibility on cost per workflow. The same standard we apply to analytics.

Your data stays yours.

Self hosted where it matters, clear boundaries on what is sent where, and no training on your content.

Nothing is a black box.

Documented, and buildable by another team if you ever move on.

start

Where this usually starts

Most automation work begins as a smaller problem:

  • Leads arrive in the CRM without a source
  • Two systems hold different versions of the same customer
  • Someone rebuilds the same report every month
  • A team keeps answering questions that are already written down somewhere
  • Documents pile up faster than anyone can read them

Any of those is a good first conversation.

engage

How we work

EngagementScopeTimeline
Automation AuditMap current workflows, identify what to automate first5 days
CRM IntegrationForm to CRM with attribution, routing, sync2 to 3 weeks
Workflow BuildScoped automation across your systems2 to 4 weeks
AI AssistantDiscovery, data preparation, build, evaluation4 to 8 weeks
Automation RetainerMonitoring, changes, new workflowsmonthly
  • Automation Auditfrom 900 EUR
  • CRM Integrationfrom 2,500 EUR
  • Workflow Buildfrom 3,000 EUR
  • AI Assistantfrom 6,000 EUR
  • Automation Retainerfrom 500 EUR per month
stack

Stack

n8nZapierMakeZohoHubSpotClaudeOpenAIopen weight models (LlamaMistralQwenHermes)OllamaMCPQdrantpgvectorNeo4jVoyage AILangfuseFastAPINodePostgresSupabaseDockerCloudflare WorkersDigitalOcean

contact

Tell us what your team keeps doing by hand