The same information is entered repeatedly
A request moves from a form to email and then a spreadsheet. Each transfer takes time and can introduce errors.
Automation & AI
Automate the processes that slow your team down.
Crealytic connects your tools to automate data transfers, notifications and documents. AI can support extraction or classification when the process calls for it.
Application image · Automation & AI
Problems to solve
Follow-ups depend on team memory
Documents, approvals and notifications wait for manual action. Exceptions are not always visible.
A scope that fits your business
Connected tools
Forms, CRM, ERP, email and APIs connected according to their technical capabilities.
Documents and notifications
Document preparation and reminders triggered by explicit rules.
AI within a workflow
Information extraction, classification or retrieval with suitable checks.
Human oversight
Approval of sensitive steps, error tracking and recovery of blocked cases.
Example workflow
An illustrative scenario to adapt to your business rules.
- 01Incoming request
- 02Extracted and checked data
- 03Approval when needed
- 04Record update and notification
Prepare a realistic implementation
Check integration feasibility
Verify APIs, permissions, limits and service costs. WhatsApp and other channels depend on technically available access.
Plan for errors and recovery
Define behavior for missing data, unavailable tools and duplicate processing. Keep exceptions visible.
Set boundaries for AI steps
Agree what information is shared, quality checks and human approval. Evaluate results on representative examples.
Projects related to this need
Project image · KitchPad · Restaurant CRM
Case study
KitchPad · Restaurant CRM
Multichannel bookings and scattered customer context.
A design connecting reservations, tables, customers and communications in one business workflow.
Read the case studyCommon questions
Does automation require AI?
No. Deterministic rules handle many tasks. AI is considered for needs such as extraction or classification, with defined validation criteria.
Can you connect all our tools?
This depends on APIs, exports, permissions and limits of each system. We verify feasibility before committing to an integration.
What happens when an automation fails?
We define alerts, useful traces and recovery procedures in the project scope. Cases requiring human action should remain identifiable.
Can we start with one task?
Yes. We choose a repetitive process with clear inputs and outputs, then validate it before expanding the automation.
Explore our other solutions
Define a useful first scope
Tell us how you work now and what you want to improve. You do not need a detailed specification to get started.