Automation
Signal
0 h → 32 h given back to the team every month
- Field
- Automation
- Result
- 0 h → 32 h
- Related service
- Automation & AI agents
- Role
- Process analysis, automation, AI agent
01.Context
A service company handled its inbound requests, quotes and follow-ups by hand, between the inbox, a spreadsheet and the CRM.
02.The problem
Hours lost every week to retyping, forgotten follow-ups, and errors that ended up in the quotes themselves.
0 h
given back to the team every month
03.The approach
Time the tasks
One day with the team to list each repetitive task, how often it happens and what it really costs.
Connect the tools
Every request lands in the CRM directly, complete and without retyping, as soon as it is sent.
An AI agent for triage
An agent reads incoming emails, sorts them, drafts a quote and hands it to the team for approval.
Automatic follow-ups and tracking
Follow-ups go out on their own at the right time, and a tracker shows the hours given back each month.
04.Measured result
Before : 0 hAfter : 32 h
given back to the team every month
- given back every month
- 32 h
- given back to the team over a year
- 384 h
05.Stack
- n8n
- AI agent
- CRM API
- Google Workspace
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