Our work
Case study 01 · Financial services · AI agents and automation
The challenge
The client needed to run LinkedIn outreach directly from their CRM, with no manual syncing and no duplicate messaging.
What we built
Triggered outreach from Wealthbox custom fields, synced contacts to HeyReach campaign lists, prevented duplicate messaging, logged replies back as CRM notes, and separated Zap flows for custom messages, reply logging, and list management.
Results
Manual LinkedIn messaging was eliminated outside the CRM. Campaigns now scale while keeping personalization intact. Every conversation and reply is visible inside Wealthbox, with fewer errors from automatic field resets and filters.
Outcome
The client now runs a fully integrated LinkedIn outreach system from Wealthbox. They can send personalized messages or launch campaigns without switching tools, with every reply tracked in the CRM as a single source of truth.
Case study 02 · Food and beverage · AI agents and automation
The challenge
A popular bakery brand with a large social following was spending hours every day on manual order taking and customer questions in DMs.
What we built
ManyChat AI chatbots integrated with a custom CRM in Airtable, automated workflows that guide customers through ordering, instant AI-powered FAQ responses, and a scalable system designed to grow with demand.
Results
Several hours of daily operational time were cut from DM replies. Customers get instant FAQ responses, orders are captured in a structured flow, and the team can handle more demand without adding staff.
Outcome
The bakery moved from reactive, manual customer handling to a streamlined automated system that supports growth and gives customers a faster, more professional experience.
Case study 03 · Fintech and payments · Automation, sales operations, and analytics
Klearly is a fintech startup based in Amsterdam. The work spanned projects across sales operations and analytics, from automating the sales pipeline to building dashboards that informed strategy.
Zapier
Pipedrive
Lemlist
Python
Slack
Tableau
Sales pipeline automation
Automated outbound lead flow between Zapier, Pipedrive, and Lemlist, including automatic deal creation and custom workflows for the sales team. Result: over 200 hours of manual work saved and far more accurate data and reporting.
Churn-risk Slack bot
A Python and Slack API bot that analyzes merchant data, flags accounts at risk of churn, and sends real-time alerts to the right team members so retention work can happen before churn.
Merchant activity dashboard
Tracked customer engagement, retention, and churn KPIs in an interactive dashboard. The insights were significant enough that Klearly created a dedicated Customer Success Manager role off the back of them.
Tableau pricing tool
A dynamic pricing model based on merchant location and category, with clear visualizations so the sales team can offer competitive, tailored pricing fast.
Outcome
Across automation, sales operations, and analytics, the work saved hundreds of hours, improved retention, and directly shaped company strategy.
Case study 04 · Fintech and payments · AI agents and automation
JotForm
Zapier
PDF.co
Google Drive
The challenge
Complex JotForm submissions needed to generate and email a dynamic PDF based on user input, including data from a custom widget that required custom scripting to parse correctly.
What we built
A Zapier workflow triggered on every new JotForm submission, a PDF.co integration to generate personalized PDFs, custom code to parse widget data correctly, and automated emails that deliver each PDF to the respondent.
Results
Document delivery time dropped from hours to seconds. PDFs became accurate and consistent across submissions, even with complex widget data, and the workflow handled higher volume with no extra effort.
Outcome
A hands-free document generation system now delivers fast, accurate PDFs and frees the client from manual document handling.