Sales
Market signals and outreach
Spot investments, hiring and changes at target companies. Reach out with a concrete reason.
- Starts with
- Target companies, Web sources, CRM
- Produces
- Signals and tailored messages
AI AUTOMATION
You already use AI.Now put it to work
in your processes.
We connect Claude and ChatGPT to your systems and configure them to carry out tasks following your company’s procedures. Less manual work, more room to grow.
BEYOND THE CONVERSATION
Your AI.More possibilities.
Connect your systems. Define your method. Delegate the work.
THE AI YOU ALREADY USE
ChatGPT
Claude
ChatGPTClaudeReady-made connectors
AI gains access to your context.
We connect documents, email and CRM through available integrations, with the appropriate permissions.
Example
- Your CRM
- Your AI
- Customer brief
Custom integrations
Your internal systems, too.
When there is no ready-made connector, we build the connection to your databases and business systems through MCP or APIs, defining which data and actions are accessible.
Example
- Your system
- MCP / API
- Your AI
Custom skills
Your method becomes reusable.
We bring procedures, templates and checks together in a skill that guides AI through the work, in environments that support it.
Example
- The procedure
- Your skill
- Finished report
AI agents
One goal. Multiple coordinated actions.
We configure or build an agent that uses Anthropic or OpenAI models, skills and tools to carry out tasks, with the agreed controls.
Example
- The goal
- The agent
- The tasks
These capabilities work together, depending on the task.
FIND THE WORK YOU CAN DELEGATE
What would you like to automate
in your business?
Find a task that takes up your time. See how we can automate it and what that could change for your team.
Project management, production and engineering
Project costing and margin analysis
See where you gained or lost money: compare estimates with actuals, department by department.
- Starts with
- Estimates, Department hours, Purchases and revenue
- Produces
- Project variance analysis
Marketing
Lead enrichment
Complete records with industry, company size, roles and business context from web and professional sources.
- Starts with
- Lead list, Company websites, Professional sources
- Produces
- Enriched leads with sources
Management, administration and finance
Monthly and quarterly financial reporting
Turn trial balances into a report on revenue, costs, margins and variances.
- Starts with
- Trial balances, Chart of accounts, Budget
- Produces
- Periodic financial report
Customer service
AI help desk for your customers
From a customer enquiry to a response: AI retrieves context, checks manuals and helps your team handle the ticket.
- Starts with
- Tickets, Manuals, Customer history
- Produces
- Response and ticket actions
HR and organisation
CV analysis and candidate reports
Turn CVs into consistent profiles with experience, stated skills and points to explore in an interview.
- Starts with
- CVs, Job description, Professional criteria
- Produces
- Structured candidate report
Purchasing and logistics
Supplier analysis and selection
Compare price, lead time, quality and terms to choose the supplier that fits your requirements.
- Starts with
- Quotations, Delivery history, Purchasing criteria
- Produces
- Supplier evaluation matrix
Project management, production and engineering
Project diary
Reconstruct daily activities, decisions and open issues from your project information.
- Starts with
- Email, Calendar, Calls and notes
- Produces
- Daily project diary
Project management, production and engineering
Production dashboard with Gantt charts
Projects, teams and deadlines in a tailored dashboard with Gantt charts and work progress.
- Starts with
- Orders, Work stages, Capacity and calendars
- Produces
- Production planning dashboard
Management, administration and finance
Cash flow forecasting
Receipts, payments and commitments in one cash forecast, updated from your schedules.
- Starts with
- Opening balances, Due dates, Commitments
- Produces
- Cash forecast by period
Sales
Commercial proposal drafts
Turn a customer request into a proposal using your templates, with missing details highlighted.
- Starts with
- Customer request, Price lists, Templates
- Produces
- Proposal draft
Sales
Sales follow-ups
Turn meeting notes into a draft email and next steps to record in your CRM.
- Starts with
- Notes, Email, CRM
- Produces
- Follow-up and actions
Purchasing and logistics
New supplier discovery
Turn your specifications into a supplier shortlist with capabilities, sources and requirements to verify.
- Starts with
- Specifications, Volumes, Supply constraints
- Produces
- Supplier qualification shortlist
Marketing
Marketing campaign reports
Bring campaign results into one report with comparisons, anomalies and points to investigate.
- Starts with
- Campaign exports, Spreadsheets, Goals
- Produces
- Marketing report
Sales
CRM updates
Turn emails and notes into proposed updates to contacts, opportunities and tasks.
- Starts with
- Email, Notes, CRM
- Produces
- CRM updates
Marketing
One source, multiple content assets
Turn a workshop, document or interview into drafts for newsletters, social posts and presentations.
- Starts with
- Transcripts, Approved materials, Brand guidelines
- Produces
- Multichannel drafts
Project management, production and engineering
Engineering hours estimated by project
Turn meetings, calls and activities into a proposed allocation of project hours for review and confirmation.
- Starts with
- Calendar, Calls, Activities and timesheets
- Produces
- Proposed project hours
Sales
Custom CRM built with AI
Turn sales spreadsheets and procedures into a simple CRM built around the way you sell.
- Starts with
- Sales spreadsheets, Sales stages, Team rules
- Produces
- Custom CRM
Sales
Sales meeting preparation
Walk into the meeting with a ready brief on the customer, conversations and opportunities.
- Starts with
- CRM, Email, Notes
- Produces
- Customer brief
HR and organisation
Onboarding dashboard
An internal dashboard with a tailored plan, tasks and progress for every new starter.
- Starts with
- Roles, HR plans, Internal documents
- Produces
- Onboarding dashboard
Management, administration and finance
Meeting minutes and action items
Turn notes and transcripts into minutes with decisions, actions and responsibilities.
- Starts with
- Notes, Authorised transcripts, Templates
- Produces
- Minutes and action plan
Management, administration and finance
Order, delivery note and invoice matching
Compare documents and bring discrepancies to the attention of your administration team.
- Starts with
- Orders, Delivery notes, Invoices
- Produces
- Discrepancy report
Management, administration and finance
Sales and management reports
Turn CRM and business-system data into a recurring summary of metrics, changes and open points.
- Starts with
- CRM, Business systems, Spreadsheets
- Produces
- Periodic report
Project management, production and engineering
AutoCAD drawing and schematic updates
Turn customer comments into tracked revisions of mechanical drawings and electrical schematics for approval.
- Starts with
- DWG drawings, Customer comments, Revision rules
- Produces
- Updated drawings and change log
Project management, production and engineering
End-of-project documentation
Manuals, data sheets and certificates organised for the customer, with missing documents highlighted.
- Starts with
- Orders and catalogue archive
- Produces
- Documentation package
Purchasing and logistics
Supplier quotation requests
From the bill of materials to a quotation request, with calculated quantities and gathered drawings.
- Starts with
- BOM, stock, drawings
- Produces
- Request for quotation
Project management, production and engineering
Project kick-off
AI reads the quotation and order and prepares the kick-off communication for every department.
- Starts with
- Quotation, order, estimates
- Produces
- Structured kick-off brief
Marketing
Customer feedback analysis
Bring together comments, surveys and requests to identify recurring themes and improvement opportunities.
- Starts with
- Surveys, Reviews, Authorised feedback
- Produces
- Feedback summary
Customer service
Recurring issue analysis
Turn tickets into an overview of frequent problems, with examples to investigate.
- Starts with
- Ticket history, Product categories, Resolution notes
- Produces
- Recurring issue report
Customer service
Enquiry classification
Organise emails and tickets by topic, urgency and department under your rules.
- Starts with
- Support email, Tickets, Assignment rules
- Produces
- Organised enquiries
Project management, production and engineering
End-of-production checklist
Tasks, owners and deadlines in one shared reference before shipment.
- Starts with
- Project data and emails
- Produces
- Checklist by department
Purchasing and logistics
Transport quotation requests
A packing list, proposed loading plan and quotation request for carriers.
- Starts with
- Packages, dimensions, weights
- Produces
- Transport documents
Project management, production and engineering
Declarations of conformity
Information entered into company templates, ready for review and signature by the responsible person.
- Starts with
- Order, drawings, templates
- Produces
- Declaration for review
Management, administration and finance
Deadline summaries
Bring dates, commitments and owners into an operational summary to review and share.
- Starts with
- Email, Contracts, Calendars
- Produces
- Deadline overview
Your task could be next.
Try another search or tell us what you would like to automate.
TIME BECOMES CAPACITY
More capacity to grow.
With the team you have.
Repetitive tasks absorb hours every week. Automating them can give your people room to handle more customers, requests and projects, without growing headcount at the same rate.
Recover time
Less manual data collection, retyping and preparation.
Empower your people
More attention for customers, decisions and work that needs experience.
Support growth
More operational capacity for higher volumes and new opportunities.
Start with a defined task. Measure time saved and output quality, then expand what works.
Find your first automationAI ENGINEERING
Does your project need
a tailored solution?
When you need dedicated AI agents, proprietary applications or more complex domain logic, we design and build the solution through AI Engineering.
Explore AI EngineeringLET’S START WITH YOUR WORK
What would you like
to automate?
Tell us what you do today, which tools you use and where you lose the most time. We’ll help you identify a concrete first step.
Our first conversation defines the objective, available data and expected outcome.
Or email us directlyinfo@icarex.ai