Solution · Sales and communication

Sales that knows who to contact and why.

Sales automation connects public registers, your own lists and your CRM. AI adds context to each contact, scores it and drafts outreach directly in Outlook. You manage campaigns, segments and content publishing from one place. In the pilot, we verified time savings of 90 minutes a day.

Typical complexity level Level 2 · Standard · from 2,490 EUR excl. VAT

When it makes sense

  • Your contacts are spread across several spreadsheets and your CRM at the same time
  • Salespeople spend hours looking up information about companies
  • Preparing campaigns means manual work in several tools
  • You don't know which contacts have the greatest potential

How it works

  1. 01

    We connect registers, lists and your CRM.

    Public registers (such as the Czech business register ARES), your own lists and your CRM.

  2. 02

    Data is enriched and duplicates removed.

    n8n enriches and merges the data and removes duplicates.

  3. 03

    AI rates contacts and suggests outreach.

    AI prepares a reasoned score for each contact and a suggested approach.

  4. 04

    Sales get an overview and email drafts.

    A prioritised overview in the CRM and draft emails in Outlook. A person always confirms before anything is sent.

What we build on

n8n, PostgreSQL, Claude API, Microsoft Graph and Outlook, HubSpot or another CRM. Sign-in via Microsoft Entra ID; emails remain drafts until they are approved.

In practice · Working with information

Better input for sales and the team

AI adds context to contacts, suggests priorities and prepares briefings. Internal information is available in a shared application.

Pilot completed

−90 min a daytime saved in sales and internal tasks

Starting point

Information about contacts sat in several sources. The team researched and processed other internal tasks manually.

Goal: Find relevant opportunities faster and reduce repeated information searches.

Solution

Automation connects public sources with company lists, fills in information and prepares prioritised material for outreach. A separate internal application brings together information, training and feedback.

Results

  • Sales received prioritised contact lists with added context.
  • Internal information and related tasks were brought into a shared application.
  • Two pilot users confirmed time savings across sales and internal tasks.

After a six-week pilot, the client commissioned a wider rollout.

Technology

  • n8n and PostgreSQL
  • Claude API
  • Microsoft Graph and Outlook
  • TypeScript web application

Security and data

  • Microsoft Entra ID and team roles
  • Run log for every automation
  • Emails stay drafts until approved

Operations

  • Scheduled runs and runs on demand
  • Runs in the customer's environment
  • Handover of workflows, code and documentation

This case study is anonymised. We do not name the company or its industry.

In practice · Communication automation

Contacts and campaigns in one place

One overview for contacts, email sequences and content publishing. The team approves drafts and follows the entire communication flow.

In daily operation

3 tools 1contacts, campaigns and content in one place

Starting point

Contacts were scattered across spreadsheets and the CRM. Preparing campaigns and publishing content required manual work in several tools.

Goal: Bring work with contacts and campaigns into one environment and reach each group more relevantly.

Solution

A central application connects the CRM, topic segments, email sequences and content publishing. AI prepares text variants that the team approves before use.

Results

  • Contacts and their topics are managed in one environment.
  • The team prepares and evaluates all communication without switching between separate tools.
  • Documents linked to a specific event are generated automatically from a template.

One application connects the contact journey from first interest to follow-up communication.

Technology

  • Web application and API integrations
  • CRM as the main source of contacts
  • Claude / GPT for text drafts
  • Document generation from templates

Security and data

  • Permissions for the team and management
  • Consents and the option to unsubscribe
  • Content approval before use

Operations

  • Day-to-day operation and regular evaluation
  • Segments update based on contact responses
  • Option to add more channels

This case study is anonymised. We do not name the company or its industry.

Frequently asked questions

Does the AI send emails on its own?

No. The AI prepares a draft, and a salesperson always confirms before it is sent.

Will it work with our CRM?

We connect to HubSpot, Microsoft Dynamics and other CRMs with an API, as well as to custom databases. We verify the specific integration during the assessment.

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