Our work
Work that runs itself.
Case study 01 · Financial services · GTM Systems
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 · Fintech and payments · GTM Systems
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 03 · Agency and client services · AI agents
A US agency running weekly status calls across a growing client roster. We built three agents to prepare each call, handle the follow-up, and turn client issues into process improvements.
Claude
Fireflies
ClickUp
Slack
Gmail
Google Drive
The challenge
Client meetings created hours of manual admin before and after every call. Agendas had to be assembled from multiple tools, follow-ups and tasks had to be created manually, and issues raised in Slack rarely made their way back into the agency’s SOPs.
Pre-meeting agenda agent
The agent combines recent ClickUp activity, Slack and email context, and previous Fireflies meetings to draft each weekly agenda. It tags the account lead in Slack for a quick review before the call.
Post-meeting follow-up agent
Claude turns Fireflies transcripts into concise recaps and action items, drafts the Gmail follow-up, and creates tasks in ClickUp. Tasks are automatically routed to the correct client folder using the meeting title and participants.
Incident and SOP agent
Client-reported issues in Slack are captured in a standardized ClickUp incident log. Claude compares them against the agency’s SOPs in Google Drive and proposes updates for the team to review.
Results
Call prep became a quick review, follow-up happened the same day, and tasks landed directly in the right client workflow. The agency also gained a running incident log and SOPs that evolve from real client issues.
Outcome
One consistent system now handles the meeting cycle across the client roster, from preparation and follow-up to incident tracking and continuous process improvement.
Case study 04 · Food and beverage · AI agents
Airtable
Manychat
Sender
Make
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 05 · Fintech and payments · AI agents
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.