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Workflow automation

Workflow automation connects the tools you already use so data moves itself: a new order creates the invoice, updates the CRM and notifies the team; a signed contract triggers onboarding; a payment stops the reminder chain. AI is added only where a person used to read and judge.

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New to this? Start heresocial media and content productionThis turns one piece of raw material a week, a recorded thought, a customer conversation or an old article, into what each channel needs: posts, pictures and short videos, instead of inventing fifteen to twenty posts a week from nothing.

How it runs, in three steps

  1. 1Once a week you hand over one piece of raw material: a fifteen-minute recording, a customer story, or a case you have already written up.
  2. 2The program rewrites it for each channel in that channel's own tone, cuts the three strongest thirty to sixty second clips out of a longer video and burns subtitles on them, and draws the pictures in your own colours with your own logo.
  3. 3The drafts line up for the coming weeks; you read them and approve what can go out, and nothing is published in your company's name without that approval.

A Tuesday morning todayTuesday morning starts by staring at an empty posting screen: the last post went out three weeks ago, and the afternoon set aside for this goes on a customer emergency instead.

The same morning, automatedTuesday morning twelve drafts are waiting from last week's fifteen-minute recording, posts, a swipeable picture set and three subtitled short videos, and approving them takes twenty minutes.

Worth it when: It pays off first where customers look you up before they buy and where somebody will give fifteen minutes of raw material a week: trades, webshops, consultants. With no raw material of your own the drafts come out empty and generic, and below about one post a week it is not worth setting up.

Related questionsHow can a webshop use AI?Is a general AI chat tool enough, or do we need something built for us?How much training does my team need to use it?Related termsAI content repurposingLLM (large language model)Hallucination (AI)ServicesWorkflow automationChat & WhatsApp assistantsReview & reputation automation
  • Zero retyping between systems
  • Self-healing flows that retry, fall back and alert only when a person is needed
  • 30–45% of staff time reclaimed from robot work, per the 2026 report

Start with these

Open this set in the configurator
  1. 01

    Automatic receivables & 40 EUR collection chain

    Tirelessly follows invoices due and overdue with an SMS/email chain; after 15 days it applies the statutory 40 EUR collection fee and late interest.

    3–6 h/week

  2. 02

    Bank statement & fuzzy payment matching

    Identifies transfers over a live bank connection even with a mistyped reference, flips the invoice to Paid and stops the dunning robot instantly.

    3–6 h/week

  3. 03

    Zero-touch employee & client onboarding

    From one form it generates the contract, creates company accounts (email, chat, CRM) and sends scheduled training material.

    3–8 h/week

  4. 04

    Self-healing workflow supervision

    Watches every automation; on failure it attempts self-repair or sends a detailed alert with a one-click fix button.

    1–3 h/week

  5. 05

    Deadline & renewal guardian

    Watches contract end dates, licences, domains, insurance and subscriptions and warns 30, 14 and 3 days ahead with the next step.

    1–2 h/week

  6. 06

    CRM & contact list cleanup

    Finds duplicates, fills missing company data from public registers and standardises names, phones and addresses every night.

    2–4 h/week

Workflows

  1. Accounting prep, cost-category suggestion and approval routingThe AI proposes the cost category from the partner's history (office supplies, fuel, marketing, subcontractor, software).
  2. Accounts receivable autopilot: staged dunning chainDay -3 friendly email with the invoice and a SimplePay/card link.
  3. Real-time bank reconciliationOpen Banking (PSD2) APIs for OTP, Erste, K&H, Revolut Business, Wise, or a daily CAMT.053/CSV.
  4. Supplier price-list and catalogue harmoniserFor traders, webshops and manufacturers receiving 5–10 wholesalers' price lists daily or weekly in wildly different Excel, CSV or XML.
  5. Zero-touch employee and client onboardingClient: after signing, the AI creates the dedicated Google Drive folder, sets the billing profile in the invoicing tool, creates the project card in ClickUp/Asana and sends the personalised welcome pack with the onboarding form.
  6. Monthly recurring billing and retainer invoicesEnds weekend invoicing panic for service firms, landlords, accountants and maintenance companies on monthly fixed or hourly flat fees.
  7. Omnichannel stock and price synchronisationFor firms selling in their own shop (WooCommerce, Shopify), on eMAG, Alza and in a physical store.
  8. Quality and compliance audit robot (compliance guard)Before a quote, technical plan, contract or authority filing leaves the office, the AI runs your checklist: every mandatory attachment present? GDPR and regulatory requirements met? No typos in numbers, missing bank accounts or unrealistic discounts? On a finding it hands the document back to the author with the exact spot marked and a fix suggestion.

Frequently asked questions

Do I have to replace my tools?

Almost never. We connect what you have through its interface, file import or, for legacy software, a browser agent.

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