AI • Automations • Operations Systems

We help SMBs bring clarity, structure, and efficiency to their operations. We streamline, automate, and connect their tools and knowledge into a single, coherent operating system. Giving them full visibility, control and intelligence.

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In a market full of AI promises, we lead with use cases, identifying where the real impact is, scoping only what's worth building, and delivering systems that work.

AI & Automations

We automate your repetitive tasks, reduce manual work, and give your team instant access to the information they need, with a layer of AI intelligence on top.

Audit

Before we build anything, we map what's actually slowing your team down. We analyze your current workflows, tool stack, and manual processes to identify where automation and AI would have the fastest, highest-impact return.

  • Full workflow and tool stack review
  • Identification of manual tasks that can be automated
  • AI opportunity map with prioritized recommendations
  • Effort and impact evaluation per opportunity
  • Roadmap report

AI Agents & Automations

Automations execute predictable tasks. AI agents think, decide, then act, within your rules. We build both, saving your team hours of manual work.

  • Full process audit with a prioritized deployment plan
  • AI agents that know the context, analyze, decide, and act across your entire tool stack
  • Automated workflows handling every repeatable task in the background
  • Ongoing monitoring and fine-tuning so your systems keep performing

Company's Brain

We set up a centralized knowledge base that knows your business, understands your processes, and answers your team's questions instantly.

  • Audit of all existing knowledge sources and content gaps
  • AI fed by your documents, SOPs, data, and external tools
  • Chat interface always in sync with all your sources, surfaces insights and connects the dots across your knowledge base
  • Voice agent for real-time meeting assistance, brainstorming support, and instant knowledge retrieval
  • Long-term memory that retains context, decisions, and conversations over time

Custom Applications

Off-the-shelf tools don't always fit, and their monthly fees add up. We build lightweight applications designed around your exact process.

  • Discovery session to map your exact requirements and use cases
  • Custom features and interface built around your workflow, not the other way around
  • Integrations with your existing tools and data sources
  • User testing and refinement before final delivery
  • Documentation and training for your team

Dashboards & Reports

Your data is scattered and underused. We connect all your sources into one intelligent dashboard that surfaces patterns, flags issues, and drives better decisions.

  • Custom dashboard design built around your KPIs
  • Live data connections across all your tools and databases
  • Automated report generation and delivery on your schedule
  • AI-powered anomaly detection and recommendations turning your data into clear insights

AI used to be something you added to your operational system.
Now, the infrastructure that wins treats them as one.

Operations Systems

The operations landscape evolves constantly. Our job is to make sure you're getting the most out of what's possible today.

Audit & Consulting

We run a structured audit of your current operations, applications, and workflows, and recommend the right solutions with a clear, prioritized action plan.

  • Review of your current workflows, tool stack, and team processes
  • Identification of bottlenecks, gaps, and inefficiencies
  • Research and recommendation of the most suitable digital solutions
  • Implementation roadmap with prioritized next steps

ClickUp Migration

A structured migration from your current tool, not just a data transfer, but a full structural clean-up.

  • Full migration from Asana, Monday, Jira, Trello, or Notion
  • Hierarchy remapping, task transfer, and dashboard rebuild

ClickUp Implementation

A full workspace build designed around your real workflows and operations.

  • Workspace hierarchy: Spaces, Folders, and Lists
  • Custom KPI dashboards and reports
  • SOPs embedded directly inside task templates
  • Tool integrations connecting ClickUp to your other tools
  • Support and maintenance

ClickUp Optimization

Already on ClickUp but the workspace has grown messy? We audit what you have, clean up what isn't working, and restructure everything.

  • Full workspace audit with a prioritized fix list
  • Removal of duplicate statuses, fields, and views
  • Dashboard and reporting rebuild for real visibility
  • SOP and template clean-up for one clear way to work
  • Follow-up optimization for all structures we built

ClickUp AI Brain & Agents

We configure ClickUp's native AI layer and connect custom agents to your entire stack.

  • ClickUp Brain and Super Agent configuration
  • Custom AI agents for intake triage, task routing, and status summaries
  • AI workflows and automations
  • Deadline risk alerts and automated reporting
  • And more…

Case Studies: Operations Systems

Real work, real results. Every client project starts with the same constraint: the system has to work for the people who use it every day.

Implementation

Building an Operational Foundation from Scratch

Americacryo — USA

The Problem: A fast-growing US medical company had no centralized project management system. Tasks were tracked across emails, spreadsheets, and verbal updates. Nothing was documented, nothing was visible, and the team was constantly reactive. They needed a proper operational structure built for their industry's complexity.

What We Did

  • Phase 1 — Discovery & Process Mapping: We ran a structured discovery session to understand their service delivery process, team roles, and operational priorities. We mapped every workflow before designing anything.
  • Phase 2 — Workspace Architecture: We designed a full ClickUp hierarchy — from top-level Spaces down to task templates aligned to their departments and delivery stages.
  • Phase 3 — Build & Configuration: We built the entire workspace: custom statuses, fields, dashboards, KPI views, and SOPs embedded directly inside task templates — not buried in a Drive folder.
  • Phase 4 — Training & Handover: We delivered role-based training so each team member knew exactly what they owned inside the system. Recorded sessions were provided for future onboarding.

The Result: A fully operational ClickUp workspace built around the realities of a medical environment — structured, scalable, and adopted by the full team from week one.

Optimisation

Turning a Messy Workspace into a System That Works

LibertyTech Agency — France

The Problem: A French app development agency had been on ClickUp for over a year but the workspace had become a problem in itself. Statuses were duplicated, folder structures were inconsistent, and no two team members were working the same way. The system was technically there but nobody trusted it.

What We Did

  • Phase 1 — Full Workspace Audit: We reviewed every Space, Folder, List, status, field, and view in the workspace. We identified what was working, what was redundant, and what was actively causing confusion.
  • Phase 2 — Prioritized Action Plan: We delivered a clear fix list — ranked by impact — so the client knew exactly what would be tackled first and why.
  • Phase 3 — Restructure & Clean-Up: We removed duplicate statuses, consolidated conflicting fields, rebuilt dashboards for real visibility, and restructured the hierarchy to match how the dev teams actually deliver projects.
  • Phase 4 — SOP & Template Standardization: We cleaned up all task templates and embedded SOPs directly into the workflow — giving the team one clear, consistent way to work.

The Result: A ClickUp workspace the team could finally trust. Less time spent navigating the system, more time spent shipping products.

AI Agents

Intelligence Layer & Automated Operations

Americacryo — USA

The Problem: After implementing the ClickUp structure for this US medical client, it became clear that several operational workflows were still eating up significant manual time — task routing, internal status updates, and weekly reporting all required human input that could be automated. The foundation was solid. It was time to make it intelligent.

What We Did

  • Phase 1 — Automation Mapping: We identified the highest-ROI processes to automate first — focusing on repetitive, time-consuming tasks with clear inputs and outputs.
  • Phase 2 — AI Agent Configuration: We configured ClickUp's native AI Brain and built custom agents to handle task routing, status update summaries, and deadline risk alerts — all running inside the workspace they already knew.
  • Phase 3 — Workflow Integrations: We connected ClickUp to their existing stack via automation workflows — syncing task updates, triggering notifications, and eliminating manual data entry across tools.
  • Phase 4 — Testing & Handover: We ran full end-to-end testing across all agents and automations, documented every workflow, and walked the team through what was running and how to manage it.

The Result: A significant reduction in manual operational work. The team now spends less time updating systems and more time focused on patient-facing work. The AI layer runs quietly in the background, keeping everything moving without anyone having to chase it.

Case Studies: AI & Automations

From sales analysis to document generation, every AI project starts with a real operational problem, not a technology in search of an application.

Sales Intelligence

AI Sales Call Analysis

AmericaCryo — United States

The Problem: AmericaCryo's sales reps were closing calls without debrief. Managers didn't have the bandwidth to review recordings, and reps had no way of knowing what was working and what wasn't.

What We Built

  • Phase 1 — Automatic Transcript Capture: The moment a sales rep ends a call in GoHighLevel, Zapier picks up the transcript automatically. No manual uploads, no copy-pasting — the trigger fires and the process starts without anyone touching it.
  • Phase 2 — AI-Powered Call Analysis: The transcript is sent to a custom OpenAI assistant trained on a sales methodology knowledge base. It doesn't just summarize the call — it evaluates it: objection handling, talk-to-listen ratio, discovery quality, closing technique, and missed opportunities. The output is a structured report with specific, actionable coaching points.
  • Phase 3 — Instant Slack Delivery: The report lands in the rep's Slack DMs within minutes of the call ending. No waiting for a manager review. No end-of-week debrief. Real feedback, while the call is still fresh.

The Result: Every sales rep now gets a personal coach after every single call, automatically. Managers spend less time on reactive feedback and more time on strategy. The reps who engage with the reports improve faster. The system runs 24/7 without any humans in the loop.

Recruitment

AI Recruitment Application — Without the Manual Work

Thaleria — Belgium / Portugal

The Problem: Thaleria's recruiting team was drowning in LinkedIn lists. The head recruiter would identify a pool of candidates, then spend hours distributing names manually, chasing status updates, and trying to keep track of who had reviewed whom. Individual recruiters were evaluating candidates inconsistently with no shared criteria, no unified view, and no way to compare progress across the team.

What We Built

  • Centralized List Sharing & Delegation: The head recruiter uploads a LinkedIn candidate list directly into the application and assigns segments to individual recruiters in a few clicks. No spreadsheets passed around over email.
  • Automated Candidate Profile Creation: For each candidate on the list, the system automatically builds a complete structured profile, pulling and organizing the relevant information so recruiters never start from a blank page.
  • AI Evaluation Against Job Requirements: Each profile is analyzed and scored by AI based on the specific requirements of the role. It surfaces information, interprets it, flags strengths, identifies gaps, and produces a relevance rating for every candidate.
  • Recruiter Workspace & Pipeline Tracking: Recruiters can sort, filter, and move candidates through recruitment stages inside their own workspace. Each decision is logged.
  • Head Recruiter Monitoring Dashboard: The head recruiter has a live dashboard showing exactly how far each recruiter has progressed through their assigned list — who has been reviewed, who is pending, and where bottlenecks are forming.

The Result: A recruiting operation that runs with the coordination of a large team and the consistency of a single reviewer. Candidates get evaluated faster, more fairly, and against the same criteria every time. The head recruiter leads the process instead of managing the chaos.

Document Generation

From Manual Paperwork to One-Click Document Generation

Thaleria — Belgium / Portugal

The Problem: Thaleria's recruitment operations run on paperwork. Contracts, NDAs, purchase orders, codes of conduct — up to 15 different document types, each with their own variations depending on the candidate, the client, or the context. Every document was being handled manually. It was hours of administrative work every week with significant room for error and inconsistency.

What We Built

  • Phase 1 — Document Mapping: We started by mapping every document type Thaleria works with and identifying all their variations — different contract structures, employee statuses, purchase order formats by client, and so on. Every edge case was accounted for before a single workflow was built.
  • Phase 2 — A Single Unified Form: Instead of navigating a library of templates, the team now fills out one simple form. They select the document type they need, and enter the required information. One form. Every document. No template hunting.
  • Phase 3 — Automated Generation Workflows: The moment the form is submitted, a Power Automate workflow fires. It pulls the correct template from SharePoint, automatically populates every field with the submitted information, generates the final document, names it specifically and saves it directly into the designated folder.

The Result: What used to take several manual steps and careful copy-pasting now takes seconds. Documents are generated consistently, filled correctly, and always built from the right template. The team spends their time on recruitment, not administration.

Ready to build something that works?

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