AUTOMAÇÃO IA

Automatizações e integrações com IA

Automatizamos trabalho repetitivo, ligamos ferramentas e mantemos o seguimento em andamento, sem precisar de uma equipa técnica.

Para founders, vendas, receção, operações e back office. Execução visível: routing mais limpo, melhor seguimento e menos leads perdidos, com ferramentas que qualquer equipa pode gerir.

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Para vendas, operações, receção e founders, não apenas para a direção

Workflow na prática

Execução visível desde o primeiro contacto até ao seguimento.

01 Entra o lead

02 A IA qualifica

03 CRM e tarefa

04 Owner atribuído

Pré-qualificação de leads e reuniões

Criação de CRM, tarefas e seguimento

Triagem de inbox, alertas e handoffs internos

Casos reais

O que automatizamos de verdade, em qualquer setor

Exemplos reais de clínicas, consultoras, serviços B2B, agências e equipas de operações. Cada caso retira horas de trabalho manual por semana.

▼ Abra cada caso para ver o antes / depois

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

Antes

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

Depois

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

Antes

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.

Depois

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

Antes

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.

Depois

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

Antes

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

Depois

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

Antes

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.

Depois

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

Antes

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

Depois

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.

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TOOLS & PLATFORMS