Client meeting into the CRM
After every client meeting the workflow prepares the CRM entry.
AI workflows for agencies and marketing teams.
Once the AI knows your brand, we automate further tasks: recurring routines on your AI system, some of which run on their own.
Every workflow works from your brands and access. Your team checks and approves.
How a workflow runs.
An example: after the client meeting, the entry is in the CRM. The pattern is the same for every task.
Trigger
The client meeting ends and the transcript is ready.
Draft
The workflow writes the summary and tasks, following your rules.
Approval
Someone on your team checks and approves.
Result
The entry and tasks are in the CRM.
Every workflow runs on your AI Delivery System: the current brand, released access and approval by your team.
To the AI Delivery SystemThree examples to start with.
We work out in the conversation which task comes first for you.
LinkedIn draft from a voice note
Your voice note becomes a draft in the brand's tone.
Market radar in the wiki
The workflow reads industry sources and summarises them in your team's wiki.
How your workflow is built.
We build every workflow with your team, on the existing system.
Choose the task
We pick a recurring task with you that takes a lot of manual work today.
Build on the system
We build the workflow with your brands, Skills and access.
Test and sign off
Your team tests it on real cases and signs it off.
Price and scope are set out in the written offer after the conversation. If the first steps do not run automatically for you yet, we start with the AI Delivery System.
Rules for every workflow.
With every workflow
- Your team approves every result before it goes out
- The workflow reaches only approved tools and data
- It works from the current brand in Brand Center
- Every workflow has a named person responsible for it
Who maintains a workflow after acceptance is set out in the offer.
Not the right fit if
- results should go out without approval
- the task only happens once
Frequently asked questions
The short answers. We cover everything else in the conversation.
Do we need the AI Delivery System first?
Yes. A workflow loads your brand and access from the AI Delivery System. If those first steps do not run automatically for you yet, we start there.
Which tasks are suitable?
Recurring tasks with a clear trigger and a clear result that take a lot of manual work today. The examples on this page show a direction.
Does a workflow act on its own?
It can, within the agreed scope. It creates drafts, prepares results and completes steps in approved tools. A person on your team approves whatever goes out.
Where does a workflow run?
In the AI tools and systems connected in the AI Delivery System.
What does a workflow cost?
Price and scope are set out in the written offer after the conversation.
How do we start?
With a 30-minute conversation with Christoph Sauerborn. Bring a task that takes your team a lot of time today.
Where is the bottleneck in your AI Delivery System?
In 30 minutes we look at where things get stuck for your team and which steps the system would take over first. At the end we present the offer that fits.
Book a 30-minute conversation