AI and process automation

Less retyping. More completed work.

Automate enquiries, documents and reporting. AI assistants use agreed sources, access controls and approval for consequential actions.

What you receive

Review of repetitive processesAutomation workflows and API integrationsAssistant with access to the right dataMonitoring, exception handling and quality evaluation

Discuss my project See the work

The challenge

The same information is copied between email, CRM and reports every day.

Who it is for

Sales, customer service, administration and operations teams.

Review of repetitive processes
Automation workflows and API integrations
Assistant with access to the right data
Monitoring, exception handling and quality evaluation

Where to start

Process automation audit

Small and medium businesses with repetitive administrative work.

from 790 PLN net

Review of three selected processes
Assessment of effort and automation potential
Integration map and implementation priorities

After the audit

Automation and integrations from PLN 2,500 net. Tool subscriptions and AI usage are defined in the scope.

Explore the scope

Starting prices for a limited scope. The final quote depends on processes, integrations and data. Scope, timing and third-party costs are agreed before work begins.

Case studies

International network · strategy and operations

Procedures, CRM and marketing data in a shared management model.

Delivery map

Processes and procedures
CRM / Bitrix
Meta · Google · CRM
KPIs and BI prototype

What was built

Products

Planerix Biuro

A clearer month. For both sides of the desk.

A shared workspace for accounting firms and their clients: documents, finances, deadlines and communication.

Explore the product

Demo screens from my own products. Implementation scope is agreed for your business.

Discuss my project

Tell me about your business

How does the process work today, which tools do you use and what needs to change? This gives us a basis for the first step.

DiscoveryA map of current processes, problems and data sources.
StrategyThe target operating model and change priorities.
ArchitectureRoles, modules, integrations and acceptance criteria.

Before we start

Does the audit commit me to an implementation?

No. You receive the agreed findings and recommendations. Implementation is a separate scope you can evaluate before deciding.

Do we need to replace all existing systems?

Not necessarily. We first review APIs, exports, data quality and constraints, retaining tools that already work well.

How are timing, hosting and support agreed?

After defining the scope, we agree stages, dependencies and acceptance criteria. Hosting, code rights, licences and support are set out in the proposal and contract.