AUTOMATITZACIÓ IA

Automatitzacions i integracions amb IA

Automatitzem feina repetitiva, connectem eines i mantenim el seguiment en marxa, sense necessitar un equip tècnic.

Per a fundadors, vendes, recepció, operacions i back-office. Execució visible: routing més net, millor seguiment i menys leads perduts, amb eines que qualsevol equip pot gestionar.

Reservar trucada d'automatització Veure un exemple real

Per a vendes, operacions, recepció i fundadors, no només per a direcció

Workflow en pràctica

Execució visible des del primer contacte fins al seguiment.

01 Entra el lead

02 La IA qualifica

03 CRM i tasca

04 Responsable assignat

Prequalificació de leads i reunions

Creació de CRM, tasques i seguiment

Tria d’inbox, alertes i handoffs interns

Casos reals

Què automatitzem de veritat, en qualsevol sector

Exemples reals de clíniques, consultores, serveis B2B, agències i equips d’operacions. Cada cas estalvia hores de feina manual cada setmana.

▼ Fes clic a cada cas per veure l abans / despres

01 Weekly reports that write themselves Admin / Ops ~3h/week recovered per manager

Abans

Every Monday, the ops manager spends 3 hours pulling data from 4 different tools (sheets, CRM, email, accounting) to build the weekly status report.

Després

Report auto-generated every Sunday night. Arrives in inbox at 8am with KPIs, alerts, and decisions needed — one page, ready for the Monday meeting.

02 Instant first response to any inbound Reception / Inbox First response under 5 min, 24/7

Abans

A prospect, client, or patient sends a WhatsApp or email. It sits unanswered for 2–4 hours. By the time someone replies, they have moved on.

Després

Message classified in seconds. Immediate acknowledgment sent. Routed to the right person with context. Response time under 5 minutes, 24/7.

03 Appointment reminders and patient follow-up Clinics / Services No-shows cut by ~60%, dormant clients reactivated

Abans

A clinic, dental practice, or beauty salon loses 15% of bookings to no-shows. Inactive clients are never re-contacted because no one has time to call each one.

Després

Automatic appointment reminder 24h before (WhatsApp + email). After-visit follow-up message. Inactive clients get a personalized re-activation message at 3 and 6 months.

04 Outbound prospecting with real context Business Dev 2 days/week of manual search removed

Abans

A business developer spends 2 days a week searching LinkedIn, company sites, and directories to find and qualify decision-makers in a target segment.

Després

AI scans sources daily, extracts structured contact info, enriches with company context (recent news, size, tech stack), and drops a qualified list into the CRM ready for outreach.

05 Quote follow-up without chasing B2B Services +20–40% quote-to-close rate

Abans

A services firm sends 30 quotes a month. Half go silent. The team intends to follow up but nobody owns it — and deals die in the inbox.

Després

7 days after sending: automatic personalized follow-up with a soft nudge. 14 days: a second variation. Every reply routed back to the right person. Conversion +20–40%.

06 Meeting summaries + next actions Any team ~45 min per meeting recovered

Abans

A 1h call. Someone takes rough notes. Action items are lost, owners unclear, and the same topics resurface in the next meeting.

Després

The recording is transcribed, summarized, and turned into a clean note with decisions, owners, and deadlines — posted to Notion/Drive/Slack and emailed to participants in under 10 minutes.

Reservar trucada d'automatització

TOOLS & PLATFORMS