Projects

Automation Projects Built Around Real Business Work

These are examples of the AI automations we build for companies across real estate, finance, hospitality, legal, retail, ecommerce, and marketing. Every project is adapted to your tools, data, team, and industry requirements.

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Team planning automation workflows

Example automation map

Lead intake, data extraction, AI reasoning, team approval, CRM update, and client follow-up in one connected workflow.

5

Industry solution areas

24/7

Automated client response

Custom

Workflows for each team

Selected Automation Concepts

Clear Solutions for Teams That Need Less Manual Work

Each project can start small, prove value quickly, and then expand into a deeper automation system across departments.

Real Estate

Project 01

AI Property Matchmaker and Viewing Scheduler

A real estate automation that speaks with buyers, renters, landlords, and investors, understands their property requirements, matches them with suitable listings, and books viewings without the team chasing every lead manually.

Website chatCRMGoogle CalendarEmailProperty database

What it solves

  • Qualifies leads by budget, location, property type, move-in date, and urgency.
  • Matches people with relevant properties from your CRM, website, or internal database.
  • Books viewings, sends confirmations, and prepares handoff notes for agents.

How it works

  1. 1A new inquiry arrives from chat, WhatsApp, email, or a website form.
  2. 2The AI collects missing details and checks whether the lead is ready for a viewing.
  3. 3The system searches available properties and suggests the best matches.
  4. 4Calendar invites, follow-up emails, and CRM updates happen automatically.

Finance, FinTech and Accounting

Project 02

Virtual Finance Operations Desk

A finance workflow that turns incoming requests, invoices, receipts, statements, and reporting questions into structured tasks handled by AI assistants, with clear approvals where human review is required.

QuickBooksXeroGoogle SheetsOutlookBank feeds

What it solves

  • Extracts invoice, receipt, and statement data into clean records.
  • Prepares cash-flow summaries, variance notes, and management reports.
  • Routes exceptions, approvals, and missing documents to the right person.

How it works

  1. 1Documents or questions arrive from email, forms, accounting tools, or shared folders.
  2. 2The workflow classifies the request and extracts the key numbers.
  3. 3Specialized AI steps prepare bookkeeping notes, forecasts, or KPI summaries.
  4. 4Finance leaders receive a clear report with source links and approval actions.

Hospitality and Tourism

Project 03

Conversational Travel and Guest Booking Assistant

A booking assistant for hotels, travel agencies, and tourism operators that helps guests compare options, check availability, request upgrades, and receive a complete itinerary with minimal back-and-forth.

Booking enginePMSEmailWhatsAppPayment links

What it solves

  • Handles room, tour, transfer, and package questions around the clock.
  • Checks availability and captures preferences such as dates, budget, guests, and location.
  • Sends booking summaries, payment links, confirmations, and pre-arrival reminders.

How it works

  1. 1A guest asks for a stay, trip, transfer, or experience through chat or email.
  2. 2The assistant gathers trip details and checks available inventory or partner systems.
  3. 3It recommends the best options in plain language and confirms the guest's choice.
  4. 4The workflow creates the booking record and sends the itinerary to the guest and team.

Law and Compliance

Project 04

Legal Intake, Document Review and Compliance Agent

A legal operations workflow that organizes new matters, reviews documents for key clauses or risks, prepares internal summaries, and tracks compliance tasks so legal teams can move faster without losing control.

Document storageEmailCRMTask managerKnowledge base

What it solves

  • Captures matter details, deadlines, parties, jurisdictions, and required documents.
  • Summarizes contracts, policies, regulatory updates, and client requests.
  • Flags missing clauses, renewal dates, risk areas, and approval requirements.

How it works

  1. 1A legal request or document arrives from email, a form, or a shared workspace.
  2. 2The AI identifies the matter type and extracts the important facts.
  3. 3Specialist review steps check clauses, obligations, dates, and compliance requirements.
  4. 4The system creates a structured summary, task list, and escalation path for counsel.

Retail, Ecommerce and Marketing

Project 05

Order, Inventory, Feedback and Campaign Reporting Hub

A commerce automation that connects orders, stock updates, customer feedback, support alerts, and marketing performance reports so teams can make decisions without manually checking every platform.

ShopifyGoogle SheetsSlackGmailMeta Ads

What it solves

  • Syncs orders, inventory changes, low-stock alerts, and fulfillment updates.
  • Collects customer feedback and sends urgent issues to the right channel.
  • Builds recurring marketing reports with spend, revenue, conversions, and next actions.

How it works

  1. 1New order, stock, review, or campaign data is received from connected tools.
  2. 2The workflow cleans the data and updates spreadsheets, ecommerce systems, or dashboards.
  3. 3AI summarizes customer sentiment and marketing performance in client-friendly language.
  4. 4Teams receive Slack or email updates with the actions that matter most.

How We Deliver

Built for Your Process, Not a Generic Demo

We can use the examples above as a starting point, but the final automation is shaped around how your company actually works.

01

Map the Work

We identify the repetitive steps, decision points, tools, data, and approvals that slow your team down.

02

Build the Workflow

We connect your systems, design the AI instructions, add safeguards, and keep humans in control where needed.

03

Launch and Improve

We test the workflow with real scenarios, monitor results, and improve it as your process changes.

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