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AI automation

We automate lead handling, CRM updates, follow-ups and content workflows with the tools you already use — and add AI agents where judgement can be structured.

What is AI automation?

AI automation connects business tools into workflows that run on their own and uses AI models for steps that need understanding — such as qualifying a lead, summarising a request or drafting a reply. The aim is faster response and less manual copying, with people kept in the loop for decisions.

Meridian Grid concept: low macro across etched light channels

Who it's for

  • Teams where leads wait hours or days for a first response
  • Sales processes with manual data entry between forms, inbox and CRM
  • Marketing teams with repetitive content production and approval steps
  • Companies that want to use AI agents but need a safe, controlled setup

What usually goes wrong

Slow response

The first company to answer often wins. Manual lead handling makes response time depend on who's available.

Copy-paste work

The same information is typed into several tools, creating errors and wasted hours.

AI experiments without control

Ad-hoc AI tools touch customer data without clear rules, logging or review.

How we work

  1. 01

    Map the workflow

    We document the real process, where time is lost and which steps shouldn't exist at all.

  2. 02

    Connect the tools

    Forms, inbox, CRM, calendar and ad platforms connected through reliable automation platforms or code.

  3. 03

    Add AI where it helps

    Qualification, routing, summaries and drafts — with clear rules, human approval where needed and logging.

  4. 04

    Hand over & monitor

    Documentation, alerts and a review after launch, so the automation keeps working when things change.

What you get

  • Process mapping and automation plan
  • Lead capture, qualification and routing
  • CRM integration and data hygiene
  • Follow-up and appointment booking flows
  • Content production and approval pipelines
  • Custom AI agents with guardrails
  • Documentation and monitoring

Questions

Which tools do you work with?

Common CRMs, email and calendar systems, form tools and automation platforms such as Make, Zapier or n8n — or custom code where it's more reliable.

Will AI talk to our customers?

Only where you want it to, with rules you approve. Many setups use AI internally — to qualify and prepare — while people send the final message.

Is it GDPR-compliant?

Compliance depends on your setup and contracts. We design for data minimisation and document which services process which data, so your data protection review has what it needs.

What if a tool changes?

Automations are documented and monitored; alerts tell you when something fails.

Start a project

What happens next

  1. 01You send the briefA few lines are enough to start.
  2. 02We read it properlyAnd reply with questions or a proposal for a first call.
  3. 03You get a clear scopeWhat we'd build, how long it takes and what it costs.

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Prefer email? hello@mvxim.pro