ULeads Tech
05Automate

Process automation, integrations and AI assistants

One manual process replaced by a working system, with the hours saved measured.

Timeline
3–6 weeks
Flagship
Automate one process
process-map · one process, automated

01Who it is for

  • 01

    Teams copy data between systems by hand every day.

  • 02

    Reports are built in Excel and are out of date by the time they are sent.

  • 03

    Your CRM, ERP and payment systems do not talk to each other.

  • 04

    You want AI working on a real process, not in a demo.

02What’s included

  • Business process automation

    One manual process mapped, rebuilt as a system and measured in hours saved.

  • CRM / ERP / payment integrations

    HubSpot, SAP, Odoo, Stripe and others connected, with retries and alerts.

  • Internal tools & admin panels

    Back-office tools your operations team actually wants to use.

  • AI assistants & agents

    LLM-based assistants for support, documents and internal knowledge, with guardrails.

  • Data pipelines & reporting

    Data from your systems in one place, with dashboards that update themselves.

03How it runs

Bar length shows how long each stage usually takes.

  1. 01

    Map

    The process as it runs today, timed step by step.

    1 week
  2. 02

    Design

    The target process and system, signed off by the process owner.

    3–5 days
  3. 03

    Build

    Integrations and tools, tested on real data.

    2–4 weeks
  4. 04

    Measure

    Hours saved and error rate, reported.

    2 weeks after launch

04What you get

  • Process map before and after
  • Working integrations with monitoring and alerts
  • Training for the people who use the new system
  • Report on hours saved per week

Ways to start

  • Automate one process3–6 weeks
    • Process mapping
    • Build and integrations
    • Measured result
  • AI assistant pilot4–6 weeks
    • Use case and data review
    • Assistant with guardrails
    • Evaluation on real questions

05Technologies

HubSpotSAPOdooStripen8nClaude

06Questions

Which process should we automate first?

The one that repeats most often, follows clear rules and costs the most hours. We help you pick it in the first week.

Do you use no-code tools or write code?

Both. Simple flows run on tools like n8n; critical integrations are written as code, with tests and monitoring.

How do you keep AI assistants safe?

Answers are grounded in your own documents, sensitive data is filtered out, every conversation is logged, and a person can take over at any point.

What if one of the connected systems changes?

Integrations have alerts, retries and logs. Under a support retainer we fix breaks within the agreed response time.

Who owns the automation after launch?

You do. We document it and train the team, or keep running it under a retainer.

Start

Tell us about the task.
We reply within 1 business day.

  1. 01An engineer, not a sales rep, reads your request.
  2. 02NDA before the first call, if you need one.
  3. 03A 30-minute call with an architect, in your time zone.
--:-- CET

Discuss a project

Step 1 of 3
What do you need?

Next: budget & timeline → contacts, NDA option, file up to 20 MB