Ready-made automation solutions
Automation Packages for Sales, Finance, HR and Microsoft 365
Deployable workflows for common business processes – fast to go live, clearly documented and flexible to adapt. From automated invoicing and lead capture to AI chatbot, SharePoint approvals and WhatsApp business automation.
- 52 ready-to-deploy solutions
- GDPR-compliant implementation
- Documentation & handover included
AI Solutions
Phone, documents, support and knowledge – Claude & GPT working productively day to day.
AI Document Processing
Automatically extract data from invoices, contracts, and forms with AI support.
AI Chatbot for Customer Support
24/7 customer service powered by AI trained on your own documentation – with seamless handover to the team.
AI Phone Assistant
A voice agent answers your calls 24/7, books appointments and summarizes every conversation for your team.
Sales & Marketing
Capture leads, reach customers and fill your calendar – automatically.
Lead Capture with CRM Integration
Website leads are automatically captured in CRM, qualified, and the sales team is notified.
Email Automation
Personalized email campaigns and follow-up sequences – automatically based on customer behavior.
Appointment Booking & Calendar Sync
Online appointment booking, automatic calendar synchronization, and reminders for customers.
Customer Feedback & NPS
Automatic feedback collection, NPS calculation, and insight reports.
Social Media Automation
Schedule and publish posts automatically on multiple platforms simultaneously.
E-Commerce Automation
Order processing, inventory sync, and customer communication for online shops.
Process & Service
Quotes, inboxes, customer starts and complaints – controlled end to end.
Automated Quote Generation
Connect CRM data, pricing rules, approvals and delivery in one controlled quote process.
Accounts Payable Automation
Capture invoices, validate data, route approvals and prepare accounting or ERP handoff.
Customer Onboarding Automation
Collect data, create projects and coordinate tasks from the sale to a successful start.
AI Email Assistant for Shared Inboxes
Prioritise requests, retrieve context and prepare reply drafts with explicit approvals.
AI Knowledge Base for Business
Search company knowledge semantically and deliver source-backed answers with permissions.
Complaint Management Automation
Capture cases, control deadlines, document actions and analyse recurring causes.
Office & Everyday Work
Simple office time sinks turned into clear, practical automations.
Send contact form enquiries to your CRM automatically
Validate website enquiries, create CRM records and assign the right owner instantly.
Automate callbacks for missed calls
Capture missed calls, acknowledge them and track each callback as a task.
Send appointment reminders automatically
Send email or SMS reminders and process confirmations, cancellations and changes.
Automate Google review requests
Ask for reviews after completed work with consent and suppression rules.
Name and file documents automatically
Detect, name and file documents in SharePoint, OneDrive or a DMS.
Automate meeting notes and action items
Summarise meetings and create reviewed tasks directly in Teams or Planner.
Automate digital leave requests
Connect request, cover, approval and calendar entry in one process.
Automate purchase requests and approvals
Capture purchasing needs, check thresholds and hand complete records to procurement or ERP.
Automate inventory alerts and replenishment
Check minimum stock, bundle alerts and prepare replenishment.
Process email attachments automatically
Validate, assign, name and transfer attachments to storage or business systems.
Create order confirmations automatically
Validate order data and send consistent confirmations with approval controls.
Automate a weekly team digest
Bundle tasks, dates, metrics and risks into a concise weekly digest.
Synchronise spreadsheet data automatically
Validate, match and synchronise Excel and CSV data without copy-paste.
Automate customer data updates
Validate address and contact updates once and apply them across systems.
Automate task reminders and escalation
Prompt due tasks and escalate critical work items through explicit rules.
Finance & Administration
From invoice to dunning – paperwork that takes care of itself.
Automatic Invoice Creation & Sending
Generate invoices from CRM or ERP data and send them automatically via email – including PDF creation.
E-Invoicing Automation
Receive, validate and issue XRechnung & ZUGFeRD invoices – ready for Germany's 2027 mandate, straight into DATEV.
Automated Debt Collection
Track outstanding receivables automatically: payment reminders, dunning levels and escalation without manual effort.
Travel & Expense Management
Snap a receipt, AI extracts the data, one-click approval, booked directly into your accounting system.
Contract Management
Automatic reminders for termination deadlines and contract renewals.
Microsoft 365
Teams, SharePoint & Planner – get more out of the licenses you already own.
Support Tickets in Teams & Planner
Form inquiries are automatically created as tasks in Microsoft Planner and posted in the Teams channel.
SharePoint Document Workflows
Automatic approval processes, versioning, and notifications for your SharePoint documents.
Approval Workflows
Digital approval workflows directly in Microsoft Teams – from vacation requests to investment approvals.
Internal Ticketing System
A complete ticketing system based on SharePoint and Teams – without additional license costs.
Automatic Status Reports
Regular reports from various data sources – automatically compiled and sent via email.
HR & People
Onboarding, offboarding and recruiting – structured instead of scattered.
Automated Employee Onboarding
From contract signing to IT provisioning: Automate the entire onboarding process.
Employee Offboarding
Revoke access, reclaim assets, secure knowledge – the complete exit process, safe and auditable.
Applicant Tracking & Recruiting
Collect applications centrally, pre-qualify with AI and coordinate interviews automatically.
IT & Communication
Connect systems, protect data and reach channels like Slack & WhatsApp.
API Integration
Seamless data synchronization between CRM, ERP, e-commerce, and custom applications.
Backups & System Monitoring
Automatic data backups and 24/7 monitoring with instant alerts for problems.
IT Asset Management
Tracking of hardware, licenses, and maintenance schedules.
Slack Workflows
Approvals, notifications, and data capture directly in Slack – without switching tools.
WhatsApp Business Automation
Appointment reminders, order updates and customer service on the channel your customers actually use.
Nothing Suitable?
We also build custom automations and complete software solutions to your requirements – from web apps to SaaS tools.
