Case study CRM automation

Remove three minutes of manual work from every record.

A simple daily workflow was taking more than 60 hours a month. The team built an agent that moves the straightforward cases and keeps exceptions human.

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60+ hrsof repetitive work created each month

The challenge

Make the important work easier to carry.

The team processed around 50 records or orders every day, and each one took roughly three to four minutes of manual work. That adds up to around three hours every working day, or more than 60 hours each month. The task was small, but the accumulated cost was not.

The workflow reads incoming information, validates it against business rules, updates the right system, and sends questionable cases to a human. Straightforward work moves automatically; exceptions keep their place in the process.

The workflow

Incoming record → read → validate → update CRM → human review for exceptions

What changed

A CRM that stays current without asking the team to babysit it.

The goal is not to save 30 seconds here and there. It is to remove hundreds of repetitive operations from the month.

01 / Context02 / Action03 / Review

Your turn

Start with the process your team knows by heart.

We will help you find the first useful version.

Book a demo

Bring one workflow you want to automate.

Tell us what your client keeps doing by hand and we'll show you what the first version looks like.

We use this to reply to you. Nothing else.