AI Workflow Automation
AI-assisted document processing connected to an existing CRM.
All projects- Client
- Financial consultancy
- Service
- AI & Automation
- Year
- 2025
Scope
- AI Automation
- Integrations
- Workflow
The problem
Staff spent hours every week reading incoming documents, copying details into the CRM and sending the same follow-up emails.
Our solution
We built an automation pipeline that extracts key details with AI, routes anything uncertain for human review, updates the CRM and drafts follow-ups automatically.
AI extraction
Key fields read from documents and emails automatically.
Human review
Low-confidence results flagged for a quick manual check.
CRM sync
Records created and updated without copy-paste.
Automated follow-ups
Personalised emails drafted and queued for approval.
- Python
- OpenAI
- Node.js
- AWS
- CRM API
- Hours of repetitive data entry removed from the weekly workload
- Faster response times for new client enquiries
- Connected tools with a clear audit trail for every automated step
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