Let’s talk about your workflow ↗
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AUTOMATION & AI

Fewer repetitive tasks.
More time for the work you do best.

Copying contact details, passing on the same information, setting reminders. We connect your tools so you can spend less time on the tasks that come up every day.

Let’s talk about your day-to-day work

Workflows are designed around your tools and how you work. Setup is quoted separately.

EXAMPLE WORKFLOWFROM ENQUIRY TO FOLLOW-UP
An enquiry comes inFrom your site
A contact is createdIn your existing tool, if compatible
A follow-up is scheduledA reminder for the right person
MEANWHILE, YOU CAN…Advise your customers.
Move your projects forward.
Example workflow. You stay in control of decisions.
WHAT CHANGES DAY TO DAY

Information moves between your tools.
You only enter it once.

A TYPICAL DAY…

One enquiry.
Several manual steps.

  • Read the incoming message
  • Copy the contact details
  • Let a colleague know
  • Make a note to follow up
WHAT WE CAN AUTOMATE

One enquiry.
The next steps happen automatically.

Compatible tools create the contact record, share the details and set a reminder.

You check what matters and focus on replying to the customer.

This is an example. We decide what to automate and where to add checks based on your business.

YOUR TOOLS, CONNECTED

Enter the information once.
Let your tools take it from there.

We look at where the information comes from, where it should go and who needs it. We define with you who receives the information and what action should follow.

We plan how to detect a failed send and resume the task without losing the thread.

EXAMPLE · SUBJECT TO COMPATIBILITY
FormEmailShared file
Your tracking tool
  1. RecordThe enquiry is logged in your tracking tool.
  2. ShareThe right people are informed.
  3. CheckYou can check the result.
THREE STARTING POINTS

Which tasks come up
every week?

New enquiries.

Send contact details from a form to your tracking tool without entering them twice.

Deadlines.

Set reminders for cases or tasks that need attention.

Sharing information.

Synchronize data or prepare a document, with the planned checks.

WHERE AI FITS

Read, summarize, prepare.
AI can support you.

To move information, a simple rule may be enough. To read a document or prepare an answer, an AI function can provide help.

We agree on the data used, the limits of the workflow and what a person needs to check.

  1. Map how you work.

    What starts the task, what your tools do and what you check.

  2. Connect and test.

    We check compatibility, access and what happens when things go right or wrong.

  3. Show you how to use it.

    How to check the result, resume a task and ask for help.

SAVE TIME ON SALES OUTREACH

What about
sales follow-ups?

Our outreach service covers targeting, messaging and follow-up.

Explore outreach

Are you looking for automated prospecting? Find the presentation and its conditions on the dedicated page.

FREQUENTLY ASKED QUESTIONS

Before you start.

Can my tools be connected?

We check their compatibility, access and conditions of the services before proposing a scenario. Not all connections are possible.

How do we know if we are saving time?

We can compare the operation before and after implementation: avoided manipulations, necessary interventions and actual time spent. No number of hours is announced without measurement.

What happens if a connection stops?

We agree on tests, checks and recovery steps. Your quote sets out maintenance, support and subscription costs.

YOUR WORKDAY

What would you like
to stop doing every week?

Show us a task that you repeat. We will see what can be simplified and what deserves to remain in your hands.

Let’s talk about your day-to-day work