Case Studies

REAL
WORKFLOWS.
REAL
OPERATIONAL
IMPACT.

We build AI systems that solve practical business problems — the kind that slow teams down, create admin bottlenecks, lose revenue, or stop good leads from being handled properly. These case studies show what that looks like in practice.


How We Work

CUSTOM AI, BUILT AROUND
HOW THE BUSINESS
ACTUALLY WORKS.

Every business has processes that look manageable on paper but break down in real life.

A team leaves site and forgets to log a change.
A lead comes in, but no one qualifies it properly.
An onboarding process eats up hours of admin that should never have been manual.

Our work sits in that gap.

We design AI systems that fit into the way teams already operate — through WhatsApp, chat, CRM, shared records, and structured workflows — so important information gets captured, routed, and acted on without relying on memory, manual chasing, or duplicated admin.

01
Find the workflow that's breaking Not where AI could theoretically help — where the actual process is failing right now.
02
Build around existing tools WhatsApp, CRM, spreadsheets, forms. The team keeps working the way they already work.
03
Measure what changes Information captured. Admin removed. Time recovered. Revenue that was previously missed.
04
Expand from there One working use case becomes the foundation for the next one.

Case Study 01

KABILO

Using AI and WhatsApp to capture project changes in real time, update shared records, and keep pricing, scheduling, and deadlines aligned.

Project Overview
Property renovation & development
WhatsApp-based AI workflow
Shared spreadsheet integration
AI lead qualification into CRM
Real-time site-to-office sync
What Changed
Scope changes captured on-site, not after
Project record always up to date
Pricing reflected actual work completed
Schedule and deadline alignment improved
CRM lead data quality improved
Less dependence on individual memory
Technologies Used
WhatsApp Business API
AI chatbot workflow
Google Sheets integration
CRM automation & enrichment
The Challenge

Kabilo had a common operational problem that becomes expensive over time. When the team returned from site, they still needed to update the job specification with anything that had changed during the day — extra requested work, small scope changes, project adjustments, timeline implications, or details that affected pricing and scheduling.

In theory, those updates were meant to be added later. In reality, people were busy, tired, moving to the next task, or simply forgot. The problem was not bad intent. It was that the process depended too heavily on people remembering to do admin after the work was already done.

  • Project changes were not always logged properly or on time
  • Pricing could become outdated — work done but not reflected in the record
  • The team schedule was no longer fully aligned with what had happened on site
  • Project deadlines could drift without the central record being updated
  • Important details lived in someone's memory instead of inside the workflow
What They Needed

Kabilo needed a way for project updates to be captured immediately, in the easiest possible format, using the tools the team already used day to day. They did not need more complexity. They needed less friction.

The goal was to make updates happen while the information was still fresh, then push those updates into a shared system the wider team could rely on later.

The Solution

We built an AI chatbot workflow through WhatsApp that allowed the team to record site updates in real time. Instead of relying on someone to remember everything later and manually update the job specification, team members could simply send the update through WhatsApp as part of the normal flow of work.

How It Worked
01
Update Captured on Site
As soon as a change happened, the team could send it via WhatsApp — no logging in, no desktop required, no waiting until they got back to the office.
02
AI Structured the Information
The chatbot helped turn raw, conversational updates into usable project data — categorised, timestamped, and ready to be recorded.
03
Shared Spreadsheet Updated Automatically
The central record reflected the latest job information without waiting for someone to return and remember later. One source of truth, always current.
04
Operational Impact Carried Through
Where relevant, the workflow supported updates to:
  • Total project pricing
  • Team schedule
  • Project timing and deadlines
05
The Wider Team Had One Current View
Admin, planning, and project oversight were no longer dependent on scattered messages or memory. The field-to-office handoff became clean and reliable.
Why It Mattered

This solved more than just "note-taking." It improved the way project information moved through the business. Instead of site changes being captured late, partially, or not at all, they became part of a structured operational workflow.

That meant better visibility, cleaner handoff between field and office, and fewer gaps between what happened on site and what the business believed was happening.

Additional Automation: AI Lead Qualification into CRM

Alongside the operational workflow, we also built AI lead qualification into Kabilo's CRM. Rather than every enquiry being handled manually from scratch, the system helped capture and qualify incoming leads, then push them into the CRM in a cleaner, more structured format.

  • Faster response to new enquiries
  • Better organisation and prioritisation of incoming leads
  • Less manual admin for the team — less time sorting and retyping
  • Cleaner lead data inside the CRM
  • More consistency in how enquiries were handled from the start
  • The team focused on leads worth progressing, not processing
Outcome Summary
Site updates easier to captureFewer details missed or forgotten after leaving the job
Shared record became reliableProject pricing stayed closer to reality, always current
Schedule and deadlines improvedCentral record reflected what was actually happening on site
Lead qualification cleanerCRM data quality improved, team spent less time on manual entry
Less reliance on memoryThe process worked whether or not everyone remembered to do it
Cleaner field-to-office handoffAdmin and project oversight had one structured live view

Case Study 02

FINSTRIDE

Guiding clients through onboarding in a structured and consistent way, reducing manual admin, and giving the team more time to focus on higher-value work.

Project Overview
Financial management company
AI chatbot for client onboarding
Structured information capture
Repetitive admin reduction
Consistent client experience
What Changed
Onboarding consistent from first contact
Clients guided clearly without team input
Key info collected automatically
Repetitive admin removed from team
Staff focused on higher-value work
Process scalable beyond current headcount
Technologies Used
AI conversational chatbot
Structured data capture
CRM integration
Automated task routing
The Challenge

Finstride, a financial management company, had a process that was valuable but time-consuming: onboarding new clients. Like many service businesses, the onboarding stage required a lot of repetitive communication — explaining next steps, collecting key information, asking the same qualification questions, and guiding clients through the process clearly and consistently.

That work mattered, but it also consumed a large amount of team time. The more time spent manually guiding clients through the same early-stage process, the less time the team had available for deeper, more valuable work elsewhere in the business.

  • Explaining the same next steps to every new client, every time
  • Collecting key information through manual back-and-forth
  • Asking the same qualification questions repeatedly
  • Chasing documents or details that hadn't been provided
  • Guiding clients through the process inconsistently depending on who handled it
What They Needed

Finstride needed a way to make onboarding smoother, more consistent, and less dependent on manual back-and-forth. They wanted clients to feel guided, supported, and clear on what to do next — but without requiring the team to personally handle every step of the same onboarding journey over and over again.

The Solution

We built an AI chatbot designed to guide clients through the onboarding process. The chatbot acted as a structured first layer, helping clients move through the key stages clearly, while reducing the amount of repetitive work required from the Finstride team.

Instead of relying on staff to manually repeat the same onboarding instructions and collect the same information every time, the chatbot standardised that experience.

How It Worked
01
Client Begins Onboarding
The AI chatbot becomes the first point of guidance in the onboarding journey — available immediately, no waiting for a team member to be free.
02
Structured Guidance Provided
Clients are walked through the relevant steps in a clear and consistent way — the same quality of explanation every time, regardless of which team member is available.
03
Key Information Captured
The chatbot collects the information needed to move the process forward — no chasing, no repeated requests, no information lost between conversations.
04
Repetitive Admin Reduced
The team no longer has to manually handle every routine part of onboarding. The chatbot covers the structured, repeatable steps — freeing up human time for what matters more.
05
Staff Time Freed Up
The business can focus more energy on higher-value work that actually needs human attention — client relationships, advice, decisions — not repeating the same instructions.
Why It Mattered

For Finstride, the value was not just speed. It was consistency, clarity, and time recovery. A well-designed onboarding chatbot makes sure every client gets a smoother experience, while also removing unnecessary pressure from the internal team.

Fewer repeated explanations. Less manual coordination. More available time for the work that drives deeper value for the business. And a client experience that doesn't vary depending on who happens to pick up the task.

Outcome Summary
Onboarding more structuredConsistent process every time — not dependent on individual team members
Clearer client guidanceClients received the same quality of direction from the very first interaction
Repetitive workload reducedTeam no longer manually handling every routine part of the same onboarding journey
Manual admin cut downInformation collected automatically, not chased through back-and-forth
Staff time recoveredTeam focused on higher-value work instead of repeating the same steps
Process more scalableOnboarding capacity no longer constrained by team availability

The Pattern

DIFFERENT BUSINESSES.
SAME PATTERN.

These two projects solved very different problems, but the underlying pattern was the same.

In one case, the issue was operational updates being missed after site work. In the other, it was too much team time being consumed by repetitive onboarding.

In both cases, the opportunity was to remove friction from a workflow that mattered.

That is where custom AI works best:

  • When something important is happening repeatedly and inconsistently
  • When information is getting lost, delayed, or handled differently each time
  • When skilled people are spending too much time on work that should already be systemised
Kabilo
Operational Updates
Important information was being generated on-site but not reliably making it back into the system. The gap between field and office was costing money.
Finstride
Client Onboarding
Valuable team time was being spent repeating the same structured process. That time had a real cost — and a better use elsewhere in the business.
Both
The Same Fix
Reduce the friction. Capture what matters. Make the process work consistently — whether or not everyone remembers to do it manually.

How We Approach Projects

WE START WITH THE
BOTTLENECK, NOT
THE BUZZWORD.

We do not start with "where can we add AI?" We start with "where is the workflow breaking down?" Then we design around that.

That might mean capturing updates through WhatsApp, qualifying leads into a CRM, guiding customers through a process, or syncing information across internal tools so the next step always happens.

The goal is simple: build something the team will actually use, and that creates measurable operational improvement from day one.

💬
Capturing updates through WhatsApp — where the team already works
🎯
Qualifying leads into a CRM automatically before human follow-up
🤖
Guiding customers through a structured process without manual effort
🔗
Syncing information across internal tools so nothing gets lost
📋
Reducing follow-up admin so the next step always happens
📈
Replacing spreadsheet-driven processes with live structured workflows

Next Step

IF THERE'S A WORKFLOW
CAUSING DRAG,
THAT'S USUALLY THE
PLACE TO START.

Bring us the process that people keep chasing, forgetting, duplicating, or patching together manually. We will map the bottleneck, identify what should be automated, and design a system that fits the way your business already works.