AI automation by industry

AI automation for saas

Leads qualified, the CRM true, security alerts triaged while the team sleeps.

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AI automation by industry

The three automations that pay back first

Each one is a small, fixed build. A person stays in charge of anything that leaves the building.

  1. Lead qualification

    Scores and enriches every inbound lead, asks the first questions, and routes the good ones to a person with the context attached.

    Starts when
    A lead arrives from the site, an ad or a referral.
    What you get
    Sales time spent only on leads that fit.
    Works with
    HubSpot, Gmail, Google Sheets
    Lead qualification

    One run, step by step

    1. 00:00Lead from a paid campaign: name, email and a one line note.
    2. 00:04Company size, sector and site stack looked up. Fit score 82 against your profile.
    3. 00:06Two qualifying questions sent by email in your tone.
    4. 11:00Answers in. Budget and timeline confirmed. Score updated to 91.
    5. 11:02Deal created, owner assigned, a call booked from their calendar.

  2. CRM hygiene

    Keeps the CRM honest from what actually happens in email, calls and calendars, so the pipeline report is true.

    Starts when
    Any customer contact your team has.
    What you get
    A pipeline you can forecast from, without anyone typing notes.
    Works with
    HubSpot, Gmail, Google Calendar
    CRM hygiene

    One run, step by step

    1. 00:00A sales call ends. The recording lands.
    2. 00:30Summary written: objections, next steps, the date they want to start.
    3. 00:35Deal stage moved to Proposal. Close date updated. Note attached.
    4. 00:36A follow up task created for Thursday with the three points to cover.
    5. WeeklyStale deals flagged in a Monday digest with a suggested action each.

  3. Security monitoring

    Watches logins, alerts and access changes across your tools, triages what matters and writes the incident note.

    Starts when
    An alert from any monitored system.
    What you get
    Real incidents noticed in minutes, noise filtered out.
    Works with
    GitHub, Google Drive, Gmail
    Security monitoring

    One run, step by step

    1. 02:14Login from a new country on a finance account.
    2. 02:14Cross checked with the travel calendar: the user is not travelling.
    3. 02:15Session revoked, password reset forced, the user and the on call lead messaged.
    4. 02:16Incident note opened with the timeline so far.
    5. 08:30Morning summary: one incident contained, two benign alerts closed with reasons.

Solutions

Where these sit in a bigger build

When one automation is working, these are the systems it usually grows into.

The AI audit

Not sure where to start?

The AI audit maps a normal week in your business, gives you three quick wins and a fixed quote. The report is yours to keep whether or not we build anything.

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