Service 02 · Process digitization

Fewer repetitive tasks. More time for what matters.

We spot what wastes your teams' time, then deploy AI tools and automations built around the way you work. Concrete, jargon-free, with training until your teams run it on their own.

Approach
Diagnostic, prototype, rollout
Integration
With your current tools (CRM, Sheets, email…)
Goal
Self-sufficient teams

What we do

AI tools that work for you.

We don't sell AI for show. We start from your real tasks and build what saves you time.

Quick diagnostic

We map your processes and spot the tasks worth automating.

  • Interviews with your teams
  • Mapping of repetitive tasks
  • Prioritized by time saved

Automations

Your tools finally talk to each other, and repetitive tasks run on their own.

  • Automatic follow-ups
  • CRM, Sheets, email and ERP sync
  • Notifications and alerts
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Internal AI assistants

An assistant connected to your documents and data, that answers, drafts and summarizes.

  • Answers drawn from your documents
  • Drafting emails and content
  • A customer assistant available 24/7

Document generation

Quotes, meeting notes, reports: generated in seconds from your templates.

  • Quotes and sales proposals
  • Meeting notes
  • Reports and summaries

Automated reporting

Dashboards that update themselves, so you can steer without losing a morning.

  • Multi-source dashboards
  • Reports sent automatically
  • Alerts on your key metrics

Rollout & training

We set up the right tools and train your teams so they actually use them.

  • ChatGPT or Claude for the whole team
  • A library of business prompts
  • Hands-on workshops and documentation

Before / After

What actually changes?

  • Before

    Your sales rep follows up with leads by hand, when they remember to.

    After

    Follow-ups go out on their own, personalized, at the right time.

  • Before

    Monday's report eats up someone's whole morning.

    After

    The report builds and sends itself, every Monday at 8am.

  • Before

    Quotes are retyped from customer emails.

    After

    The quote is generated from the form, ready to send.

  • Before

    The team answers the same questions a hundred times.

    After

    An assistant answers from your documents, 24/7.

How it works

Four steps, zero guesswork.

  1. 01

    Diagnostic

    We talk with your teams and identify the tasks that waste the most time.

  2. 02

    Prototype

    We build a first version on a real case, so you see the result before going further.

  3. 03

    Rollout

    We integrate the tools into your environment, test them and go live.

  4. 04

    Training & follow-up

    We train your teams, document everything and stay available to fine-tune.

Deliverables

What you get.

No vague promises: here's, in black and white, what you get.

  • A map of your processes and the potential gains
  • Tools and automations deployed and tested
  • Clear documentation for every tool
  • Training for your teams
  • Accounts and access in your name

The tools we deploy

ChatGPTClaudeGeminin8nMakeZapierAirtableNotionGoogle WorkspaceMicrosoft 365HubSpotOdoo

Who it's for

Made for you if…

SMEs

You're growing, but your processes haven't kept up. We bring order and automate.

Sales & marketing teams

Less data entry, more time to sell and create.

Founders & executives

You want to get started with AI without picking the wrong tool or wasting time.

Your questions about this service.

How much time could your teams get back?

During the discovery call, we identify together the tasks to automate first. Free, no commitment.

Book my free call

or email us at amine.elasri@shiftlabconsulting.com