03 / 03 · AI automation
AI agents & business automation
For companies that lose time or opportunities to repetitive sales and operations work. I design, build and test automations with clear rules, and a person decides on exceptions and strategy.
What it’s used for
- 01Sales prospecting: finding, researching and contacting companies that fit
- 02Answering and qualifying incoming inquiries
- 03Following up quotes under defined rules
- 04Preparing orders against catalogue, prices and stock
- 05Internal assistants that answer from your own documents
- 06Repetitive administrative tasks
How a project runs
- Diagnosis
- We map the process, its volume and its exceptions, and choose one workflow where automation is worth it.
- Pilot
- A defined scope, connected to the tools you already use wherever integration is possible.
- Testing
- Real cases reviewed with your team before anything acts on its own.
- Improvement
- Follow-up, adjustments and extension to new processes once the first one works.
The aim is to free up your team’s hours and reduce the staff cost of repetitive work. How much depends on the process: we estimate it in the diagnosis and measure it in the pilot, with no promised figures. The budget is also set after the diagnosis.
Real process · fictitious companies, properties and data
ValerIA, Kinfire’s prospecting bot
Kinfire, which I founded, offers outdoor kitchen programmes for hospitality, events, golf clubs, residential communities and corporate spaces. ValerIA finds those businesses, researches them, discards the ones that don’t fit and writes to the people responsible.
- Sources
- Each business’s website and pictures, as a sign of fit; the contacts, from Apollo.
- Process
- Six steps: prospecting, research, qualification, contacts, sending and control.
- A person decides
- The rules, the sending authorisations, the exceptions and the strategy.
- Output
- An email written for each property, sent autonomously within those rules.
- Never contacts
- Private homes and venues that don’t fit: they are discarded with their reason.
- Stops
- If the responsible person’s email is missing or unverified: nothing is invented or guessed.
- Asks for review
- Exceptions and strategy decisions go to a person, who follows the operation on Telegram.
One fictitious property that fits, one that is discarded
- Research: its website and pictures suggest an outdoor space. It is a hypothesis.
- Sending: an email written for that property, within the configured rules.
- Result: one property contacted and one discarded, with its reason.
InteractiveChange a condition and see how ValerIA’s six steps change.
The venue
The responsible person’s email
1 · Prospecting
Businesses with shared spaces
- Hotels, golf courses, wedding venues, communities and HOAs, developers, architects, designers
- Left out: private homes
- On the list: a coastal hotel (fictitious)
2 · Research
Hypothesis: a terrace by the pool
- Source: its website and pictures
- A picture suggests a fit; it confirms no permits, budget or intent to buy
3 · Qualification
Goes through
- Reason: the right kind of business and a likely outdoor space
4 · Contacts
Person responsible found
- Role: food and beverage director (fictitious)
- Email found and verified with Apollo
5 · Sending
Email sent
- Written for this property: it mentions its terrace
- Sent autonomously, within the configured rules and authorisations
6 · Control
Followed on Telegram
- The operation is followed on Telegram
- A person steps in on exceptions and strategy
A replay with fictitious companies, properties and data: this demo sends no emails and contacts no one.
Other automations I design
InteractivePick a case, then change its condition below the columns.
An inquiry at 10:47 pm
Input
10:47 pm · form, message or call
- “I'd like to replace the 100-litre water heater in my flat at 12 Colón Street. How much is it, and can you come this week?”
Check
Against approved information
- Service offered: yes
- Coverage area: yes
- Address: complete
- Phone: not given
- Price for this case: no approved rate
Proposal
Lead prepared
- Service: replace 100 l water heater
- Urgency: this week
- Owner: morning sales rep
- Reply: acknowledgement asking for a phone number, no price or date
Exception
Not decided on its own
- Price and visit need human confirmation
Person
Sales rep (fictitious)
- Confirms the price and offers a visit in the morning
The inquiry has
People stay in charge
- Human oversight
- Agents work within rules you approve, and sensitive actions can require a person’s confirmation.
- Exceptions go to your team
- When a case falls outside what the agent should handle, it goes to the right person with the context already collected.
Simple websites, when they help
Sometimes an agent needs a place to live: a landing page, a booking page or an inquiry entry point. I build simple websites as part of these projects, not as a separate web agency service.
What I won’t promise
- Full autonomy: some decisions should stay with people.
- Zero errors: agents make mistakes, so the design includes review and correction.
- Integration with any system: it depends on each tool’s access, and we check it during the diagnosis.
- Guaranteed financial results: we agree on what to measure and review it together.
How we start
- 01A conversationYou tell me your situation and what you want to achieve. I tell you whether I can help and what the first step would be.
- 02Scope in writingI propose what we will do, what I will deliver and who takes part. We adjust it before you approve it.
- 03Agreed executionI work on what we agreed, with the specialists it needs, and we review progress at the agreed points.
Please don’t include passwords, system access or sensitive data.