Inside Universal
Business Automation
Lead → qualification → CRM → meeting → proposal → follow-up → reporting. Without a human in between, unless you want one.
Every repetitive process becomes a governed flow with signal-triggered steps: what runs alone, what asks for approval, what gets logged. Connectors to your CRM, calendar, e-commerce, invoicing, Slack, WhatsApp and email. Measured, so you know what the automation actually changed.
What a session here ships
ONE SESSION · 10h- Lead routing, qualification and follow-up automation
- Proposal and document generation
- Meeting scheduling and reminders
- Reporting automation (Excel, Drive, Slack)
- Operational alerts and incident flows
- Approval workflows with audit trail
Where it applies
Agencies · Professional services · Clinics · Logistics · Real estate · SaaS
Proof
Facts, not promises.
- Five scheduled automations run the advertising operations of 12 accounts with no manual step
- Missed-lead watchdog: a cron every 30 minutes in business hours that flags any lead not handled
- Weekly Excel packs generated from live APIs and delivered to Drive folders automatically
Form, chat, call or WhatsApp — captured with source and consent.
trigger: signal · approval: configurable · logged: yesAI asks the three questions that matter; scores intent and fit.
trigger: signal · approval: configurable · logged: yesCreated or updated in your CRM with the full transcript.
trigger: signal · approval: configurable · logged: yesBooked in a real calendar slot; reminders sent.
trigger: signal · approval: configurable · logged: yesGenerated from the qualification; reviewed by you; sent.
trigger: signal · approval: configurable · logged: yesSignal-triggered, not calendar-spammed: opened, unopened, replied.
trigger: signal · approval: configurable · logged: yesWeekly Excel and a dashboard: where leads came from, what closed, what leaked.
trigger: signal · approval: configurable · logged: yesSystems
What a session in this area can ship
- HR · agenciesAI Recruitment AssistantScreens, schedules, keeps every candidate informed.Open →
- Services · B2B · local businessesLead Generation EngineAds → landing → qualification → CRM → follow-up. One system.Open →
- Agencies · marketing teamsAutomated Reporting SystemEvery Monday, an Excel per client, from live APIs, in Drive.Open →
- SMEs · multi-locationBusiness Operations DashboardWhat is broken, stale or waiting — every morning, with confidence.Open →
Related proof
Where it already runs
- Performance marketing agency — 12 client accountsA multi-agent advertising operating system~1,900 → ~180 real leadsOpen the proof →
- Dental clinic, BucharestA dental clinic conversion system with an AI conciergeLCP 11.9 s → Lighthouse 93 / 100 / 100 / 100Open the proof →
- Accounting firm, BucharestA professional-firm site with a quote builder and a verified assistantLighthouse 100 × 4 · 15 end-to-end tests greenOpen the proof →
FAQ
Frequently asked
Which tools can you connect?
Anything with an API: Google Workspace, Slack, WhatsApp Business, HubSpot/Pipedrive-type CRMs, WooCommerce, Shopify, invoicing (e-Factura providers), Google Ads/Meta/TikTok, calendars. Anything without an API gets a browser automation or a form endpoint.
Start
Start Universal
€2,000 a month · 4 focused sessions · one active at a time. This area is included.