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What we build for businesses like yours

This is what we mean by
‘smart automation’

Here’s a real-life example of an automation we’ve already built.
Not always a ready-made product, but a solution tailored to one specific client’s workflow and one we’d be happy to build for you too.

The goal: save time, reduce errors, and create room to grow.

Every business works differently. That’s why this isn’t a blueprint, but a solid starting point.

Curious how much time you could save?
Just click the plus.

Automated briefing flow for sales teams

Instant context for every sales meeting

For many sales conversations, the prep team or account manager spends a lot of time manually gathering information about the lead.

They look up profiles, scan company websites, and search for relevant talking points — often too late, or incomplete.
For a client in the professional services sector, we built an automation that prepares a complete briefing before every meeting.

Based on a name or email address, it pulls information from public sources like LinkedIn and the company’s website.

The result? A clear summary with job title, recent activity, business context and key insights — automatically generated and delivered to the account manager, right on time.


No last-minute scrambling. No wasted prep time. Just smart, structured insight — before the conversation starts.

Walk into every sales call fully prepared, automatically without Googling yourself

Your calendar’s packed, but prep often falls through.
You quickly open a LinkedIn profile, skim the website, and hope you’ve got enough context to show up sharp.

There’s a smarter way.

Imagine getting a clear overview right before every call — who you’re speaking to, their role, company context, and relevant updates. Without having to search for anything.

That’s exactly what we build: an automated prep pack for every sales conversation.


What’s in it?
That depends on your audience, CRM, tools and the types of meetings you have.

We connect it all — so you always get the right info, at the right time.


Not sure what’s possible yet? No worries.

We’ll walk through your sales process, think with you, and build exactly what you need — so you get calm, clarity and control before every call.

Want to automate your prep too?

In our intro call, we explore what follow-ups, summaries or CRM updates can be automated — based on your input or meetings.

Prefer a holistic view on your customer journey?

Curious how to map the entire customer journey in your CRM?

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