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AI Agents · AutomationConcept Project
AI Ops Stack
End-to-end AI workflow automation for a professional services firm, replacing 20+ hours of manual work per week.
The challenge
The team was spending significant time on repetitive tasks: qualifying inbound leads, scheduling discovery calls, sending follow-ups, and compiling weekly reports — all manually.
Our solution
We designed and deployed a suite of AI agents: a lead qualifier connected to their CRM, an AI booking agent synced to their calendar, automated follow-up sequences, and a weekly reporting agent that compiled data from five tools.
Deliverables
- AI lead qualification agent
- Automated booking system
- Follow-up email sequences
- Weekly reporting automation
- CRM integration
- Monitoring dashboard
Disciplines
AI AgentsWorkflow AutomationEmail AutomationSystems Integration
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