Automation & AI

Automation consulting starts by identifying which processes in your business consume time repetitively and which can be connected between tools with no human intervention. Then the workflow is designed and implemented — not just recommended, but built.

• Process audit: identifying which repetitive manual tasks can be eliminated or reduced
• Designing automation workflows with Make.com (no code)
• Tool integrations: CRM, email, forms, Google Sheets, WhatsApp, Notion, HubSpot, and more
• Sales automation: lead follow-up, sales notifications, pipeline updates
• Marketing automation: publishing, reporting, segmentation, nurturing
• AI integration (ChatGPT, Claude) into internal processes: classification, drafting, automated replies
• Documentation and training so the team can maintain and extend the workflows

Any process that repeats the same way more than three times a week is a candidate for automation. These are the most common:

1. 01Acquisition and salesLead from Meta Ads or Google Ads → CRM + WhatsApp notification to the team in under 60 seconds. Contact form → task in Notion + welcome email + automatic follow-up.
2. 02MarketingSocial media content publishing from a spreadsheet. Weekly campaign performance report generated and sent automatically. Automatic lead segmentation by behavior.
3. 03OperationsNew client onboarding: email sequence + documents + access, with no manual steps. Automatic AI-based email classification to prioritize responses.

Make.com (formerly Integromat) is the most powerful no-code automation platform on the market. It lets you connect virtually any tool to another and build complex logic flows visually.

• More flexible than Zapier for complex flows: conditionals, loops, error handling, data transformation
• More competitive pricing for high operation volumes
• Lets you integrate custom APIs with no additional code
• Native connectors for over 1,500 apps: Google Workspace, HubSpot, Notion, Airtable, Shopify, WooCommerce, WhatsApp Business, Slack, ActiveCampaign…

AI isn’t just a chatbot on your website. Integrated into business processes, it can classify information, draft replies, analyze data, and make simple decisions — with no manual intervention needed.

• Automatic lead classification: the AI reads the form text and tags it hot / warm / cold before it reaches the CRM
• Personalized reply drafting: the customer sends an email, the AI generates a context-aware draft so the team only has to review and send
• Feedback analysis: automatically extracting the most frequent themes from reviews or surveys
• Report generation: connecting Analytics, Ads, and CRM data for a weekly AI-generated executive summary with no manual work
• Internal assistants: a bot connected to company documentation that answers team questions without needing support

The most common mistake is trying to automate too much at once. The right starting point is one thing: the most repetitive, most time-consuming process in your business right now.

1. 01Identify the main bottleneckWhat task does your team do by hand more than three times a week that it could stop doing?
2. 02Map the current flowWrite down every step of the process exactly as it happens today, with all the tools involved.
3. 03Design the minimum automationNot the perfect flow, but the one that removes 80% of the manual work with 20% of the complexity.
4. 04Implement, test, and stabilizeBefore adding more automations, make sure the first one runs reliably with no errors.
5. 05ScaleOnce stable, identify the next process and repeat.