Quick workflow
Single automation
Single automation to remove a repetitive step.
- trigger
- 2-3 tools
- test
- docs
Automazioni AI
per ottimizzare il business.
Elimina le attività manuali ripetitive e velocizza il lavoro del tuo team con integrazioni intelligenti e flussi di lavoro autonomi.
Il problema: inserimento dati manuale e colli di bottiglia
Il tuo team passa ore a copiare dati tra software diversi, rispondere a email ripetitive e organizzare lead. Questo tempo sottratto ad attività strategiche riduce l'efficienza e aumenta la probabilità di errori umani.
Cosa possiamo sviluppare insieme
Progetto e implemento flussi di automazione intelligenti integrando i tuoi strumenti tramite API:
Sincronizzazione automatica bidirezionale tra gestionali e CRM
Qualificazione automatica dei lead dai moduli di contatto
Analisi intelligente di documenti e fatture con AI (OCR + LLM)
Generatori di report e invio periodico di aggiornamenti
Esempi pratici e casi d'uso
Stable integrations saving hours of work weekly.
Lead Management automatico
Quando un lead compila un form, l'AI lo qualifica, risponde via email entro 5 minuti e inserisce i dettagli nel CRM aziendale.
Elaborazione fatture ed ordini
I PDF ricevuti via email vengono letti da un modello AI che estrae importi e scadenze e li carica sul sistema di contabilità.
Sincronizzazione dati in tempo reale
Collegamento automatico tra database proprietari, fogli Excel condivisi e piattaforme di terze parti (come Stripe, Shopify o HubSpot).
AI automation offer
Good automation removes repetitive work without removing control.
AI automation works when inputs, decisions, checks and failure paths are clear.
I build workflows for leads, email, reports, invoices, documents, CRM and notifications using APIs, webhooks, AI models and human checks where needed.
Best fit
- Businesses copying data between CRM, email, spreadsheets and SaaS platforms.
- Sales teams that need faster lead qualification and replies.
- Teams producing recurring reports, summaries or documents manually.
Deliverables
- Workflow map and control points.
- Automation with webhooks, APIs, Make/Zapier or custom code.
- Prompts, validation logic, notifications and manual fallbacks.
- Tests with real cases and operational notes.
Risk reduction
- Every workflow has test cases and fallback paths.
- AI is used where it adds value, not where a deterministic rule is safer.
- The workflow stays documented.
Process
One continuous flow from framing to launch: each phase produces decisions and materials for the next.
01
Audit
We estimate time, errors and bottlenecks.
02
Design
We define triggers, conditions, required data and outputs.
03
Implementation
I connect tools, APIs and AI models.
04
Monitoring
We set logs, alerts and exception handling.
Project formats
The right format depends on the connected tools, data quality, checks required and workflow frequency.
Lead automation
Leads and CRM
Lead capture, qualification, reply and CRM handoff.
- form
- AI
- CRM
Operating workflow
Multi-step workflow
Multi-step workflow with documents, data and checks.
- API
- logs
- fallback
- monitoring
Can everything be automated?
No. It is best to automate repetitive and measurable steps.
Do we need Make or Zapier?
Simple flows can use them; complex logic may need custom code.
Can AI read documents?
Yes, with checks and confidence thresholds.
How much time can we save?
We estimate it during audit from task frequency and duration.
Which task do you repeat every week?
Send it to me and I will tell you whether it is worth automating.
Reponse moyenne sous 2 heures ouvreables
Vuoi liberare il tempo del tuo team?
Studiamo insieme come eliminare le attività manuali per far scalare la tua azienda in modo efficiente.
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