Overview

AutomateIQ.ai, a growing global business solutions provider, wanted to streamline repetitive tasks across Finance, Customer Service and Marketing. They wanted to implement AI agents in their processes. Bacancy helped them to implement AI-powered agents using n8n to automate invoice processing, email management, CRM updates, and social media. This enabled them to streamline workflows, reduce overhead, and centralize data visibility.

Technical Stack

  • n8n
  • Klaviyo
  • Later
  • Notion API
  • Webhooks & Custom APIs

    • Industry

    Information & Technology (IT)

  • region

    • Region

    United Kingdom

  • project-size

    • Project Size

    Non- Disclosable

Highlights

Automated Finance workflows: invoice extraction, reconciliation, and transaction tracking

AI-driven email categorization and CRM logging for Customer Service

Integrated scheduling for meetings and follow-ups across teams

Automated social media posting and engagement through Later

End-to-end email marketing automation in Klaviyo

Centralized reporting with Google Sheets and dashboards

Challenges & Solutions

Manual invoice processing consumed significant time in the finance department.

  • Solution: Our AI agent developers built an AI automation agent that pulls invoices from emails and portals, organizes them in Google Drive, and automatically records transactions in Google Sheets.

Overwhelming inbound emails slowed down Customer Service response times.

  • Solution: We deployed an AI-driven agent that categorizes and routes emails. This sends automated replies, logs interactions in Google Sheets, and triggers Google Forms for more in-depth follow-ups.

Managing content and marketing campaigns across multiple platforms was fragmented.

  • Solution: We built an automation agent that pulls content from Notion, schedules social posts via Later, responds to Instagram DMs, and runs email campaigns in Klaviyo. This was done all in one streamlined flow.

Lack of centralized tracking made performance monitoring difficult.

  • Solution: We built centralized Google Sheets dashboards to log transactions, emails, campaigns, and responses, which deliver a single unified view of all automated workflows.

Core Features

  • Invoice scraping and reconciliation automation
  • Email routing, tagging, and CRM-style logging
  • Automated meeting scheduling and follow-ups
  • Social media post scheduling and engagement management
  • Content curation and automated email campaigns
  • Google Sheets dashboards for reporting
  • no.-of-resources

    • No. of Resources

    02

  • time-frame

    • Time Frame

    November 2024 – February 2025

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