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AI Workflows & Automations

We design bespoke AI workflows and automations that connect your tools, eliminate manual data entry and transform your business processes into truly data-driven systems.

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This image describes the automation process and the integration of artificial intelligence into business.

Most companies already use powerful tools (CRM, intranet, ERP, e-commerce, messaging, collaborative suites), but much of the work still relies on manual, repetitive, time-consuming tasks :

  • Re-enter leads from a form into a CRM.
  • Copy/paste information between Excel, an internal tool and business software.
  • Manually process simple customer requests.
  • Manually qualify leads, incoming enquiries, and documents.

With our offer AI Workflows & Automations, Evolurise helps you to map, automate and enhance your processes thanks to:

  • The’business process automation (Make, Zapier, n8n, API & connectors).
  • The’corporate AI integration (OpenAI API, ChatGPT, RAG, private LLM, AI agents).
  • Optimisation of CRM, e-commerce, intranet and business processes.

Objective: reduce manual data entry, improve data reliability, and speed up your teams' work… without tying yourself to a proprietary mess.

1. What we address: your specific irritants

We structure this service around four categories of issues.

A. Low value-added tasks

  • Repetitive data entry into a CRM (HubSpot, Salesforce, Pipedrive, etc.).
  • Manual updating of tables, lists, statuses.
  • Copying emails, forms, WhatsApp requests or chat messages to other tools.

Answer:
Digitisation of repetitive tasks via workflow automation (Make, Zapier, n8n), API integration & connectors, elimination of re-entries and complete traceability.

B. Leads, CRM & customer relations

  • Leads lying dormant in an email inbox or Excel file.
  • Salespeople who waste time qualifying requests.
  • No consolidated view of customer interactions across channels (website, WhatsApp, chat, form, etc.).

Answer:

  • Lead management automation : automatic centralisation in the CRM.
  • Automatic data enrichment (industry, size, source, etc.).
  • AI lead scoring to prioritise high-potential contacts.
  • WhatsApp bots and AI chatbots To pre-qualify, answer frequently asked questions, and route to the appropriate teams.
  • Notifications via WhatsApp to inform your teams (new lead, order, incident, etc.).

C. E-commerce & career path

  • E-commerce orders processed manually in other systems (logistics, invoicing, etc.).
  • Fragmented customer journeys (website, payment, confirmation, tracking).
  • No automation of reminders, abandoned carts, or post-purchase follow-ups.

Answer:

  • E-commerce order automation : synchronisation with ERP, logistics tools, accounting.
  • Customer journey optimisation via automated workflows (emails, WhatsApp, CRM, etc.).
  • Content generation (descriptions, standard responses) via automatic content generation AI-assisted, with human validation.

D. Utilisation of AI in documents and knowledge

  • PDF documents, contracts, reports, emails: difficult to use.
  • Knowledge scattered across intranet, Google Drive, SharePoint, Notion, etc.
  • Teams that rely heavily on a few “key individuals”.

Answer:

  • Intelligent document processing (OCR + AI) : extraction, classification, summarisation, automated system updates.
  • Implementation of AI-augmented knowledge bases (RAG – Retrieval-Augmented Generation) :
    • AI for intranet & knowledge base,
    • Virtual assistants that respond based on your content.
  • Deployment of a Private LLM for businesses (dedicated language model) in a secure environment, aligned with your confidentiality requirements.

2. A structured approach: from process audit to deployment

Our AI Workflows & Automations support follows a clear framework, inspired by best practices from Business Process Automation (BPA).

Step 1 – Internal process audit

  • Identification of repetitive, time-consuming tasks with low added value.
  • Mapping of tools (CRM, ERP, intranet, e-commerce, messaging, files, etc.).
  • Analysis of friction points: time wasted, data entry errors, processing delays.

Deliverable: a prioritised vision possible automations, with estimated ROI (time saved, risk reduced, quality improved).

Step 2 – Workflow design & integration architecture

  • Design of automation workflows (triggering events, business rules, conditional branches).
  • Choice of technical bricks:
    • Make, Zapier, n8n, or custom automation depending on your context.
    • API integration & existing connectors (HubSpot, Salesforce, Pipedrive, Slack, WhatsApp Business API, Shopify, WooCommerce, etc.).
  • Defining the role of AI:
    • ChatGPT / OpenAI API implementation for the intelligent part (text analysis, classification, response generation).
    • Or customised AI solutions / Private LLM when necessary (confidentiality, specific to the profession).

Step 3 – Prototyping, testing & security

  • Implementation of workflows in test/sandbox environments.
  • Unit tests and end-to-end tests (from trigger to final result).
  • Verification of the sturdiness (error handling, retry mechanisms).
  • Controls on data quality (avoid duplicates and inconsistencies).

The objective is to deliver automations. reliable, traceable, documented, which truly integrate into your operations.

Step 4 – Deployment, support & data-driven management

  • Gradual deployment into production (by batch, by department, by use case).
  • Training for affected teams (sales, support, back office, management).
  • Implementation of dashboards and indicators:
    • time saving,
    • reduction in manual input,
    • improvement in processing times,
    • impact on the customer journey.

We help you shift from a “DIY tool” approach to a data-driven management and by flows.

3. Where does AI come into play in practical terms?

We avoid the buzzword “AI” to focus on concrete uses.

Virtual business assistants & AI chatbots

  • AI chatbot customer service on the website, WhatsApp, or the intranet.
  • Able to respond from your knowledge base (thanks to the RAG).
  • Capable of router to the appropriate human contacts when necessary.

Autonomous AI agents on targeted tasks

  • AI agents dedicated to lead qualification :
    • reading forms, contextualisation, scoring.
  • AI agents for the intelligent document processing :
    • extract fields, summarise reports, identify actions to be taken.

These agents remain boxed : they operate in controlled workflows, with safeguards in place.

Assisted content generation

  • Automatic content generation for repetitive needs (pre-answers, summaries, fact sheets, suggestions), always reviewed and approved by your teams.
  • Editorial support for marketing, support and sales teams:
    • standard emails, proposals, responses to common objections.

AI is becoming a assistance, not a substitute for human judgement.

4. WhatsApp, SSO & user experience

Messaging services (particularly WhatsApp) have become central to customer and internal relations. We fully integrate them into your workflows.

  • WhatsApp bots and chatbots to qualify, inform, notify.
  • Notifications via WhatsApp For internal teams: new lead, order, ticket, incident, validations.
  • Implementation of SSO journey and simplified logins via WhatsApp or other messaging services where relevant (authentication, secure connection links, magic links, etc.).

Objective: reduce friction, align tools with your users' actual usage patterns.

5. Business benefits: what really changes for you

By structuring your AI Workflows & Automations With Evolurise, you get:

  • Reduction in administrative costs : less manual input, less reprocessing.
  • Business productivity gains : teams refocused on value-added tasks.
  • Customer journey optimisation : faster responses, fewer disruptions, better consistency.
  • Less dependence on “key individuals” for repetitive tasks.
  • Increased visibility on your feeds: who does what, when, with what data.

And above all: an organisation more resilient, capable of absorbing growth without increasing the operational burden.

6. Why entrust your AI workflows and automations to Evolurise?

  • Dual tech and business culture We talk about CRM, funnels, MQL/SQL as much as we talk about APIs, webhooks or n8n.
  • Expertise in open source & SaaS ecosystems (WordPress/WooCommerce, Drupal, Laravel, CRM, no-code/low-code tools).
  • Practical experience on projects where AI is a means, not an end: RAG, document processing, business agents, integration into existing systems.
  • A progressive and documented approach : audit, design, pilot, deployment, governance.
  • Long-term orientation : we build systems that can evolve with your organisation.

Audit your processes and identify your first quick wins

Do you feel that your teams spend too much time entering, sorting and copying data?
Are you wondering how to integrate AI into your intranet, CRM or e-commerce platforms?

Next step:

  • Send us a description of your tools and 2–3 irritating processes. (via WhatsApp or form).
  • We offer you a mini-audit of your internal processes and identify the first quick wins of automation.
  • If the potential is there, we will work with you to build a industrialisation plan AI workflows and automations.

Questions we are often asked on this subject:

Do you already need to use a CRM or structured tools to benefit from this service?

No, but it's a bonus. We can support you based on your current situation (Excel, emails, Drive, etc.) and help you gradually structure your tools and workflows.

Which automation tools are you working on?

We mainly work with Make (formerly Integromat), Zapier, n8n and custom API integrations when a more bespoke approach is required. The choice depends on your technical constraints, your volumes and your budget.

How do you ensure data security in AI workflows?

We favour an architecture where:

  • data is minimised and pseudonymised as much as possible,
  • calls to AI APIs are controlled,
  • The models are configured not to reuse your data for training purposes when an alternative option exists.,
  • for sensitive contexts, we are exploring options for Private LLM or deployment in controlled environments.

How long does it take to implement initial automation?

For one targeted use case, Depending on the complexity (number of tools, volume, business rules), an initial workflow can be designed, tested and deployed in a matter of days or weeks. The important thing is to start with a well-defined scope in order to quickly demonstrate value.

Will AI replace some of our jobs?

Our approach is to relieve teams of repetitive tasks (collection, sorting, data entry, pre-qualification) so that they can focus on:

  • customer relations,
  • the analysis,
  • the decision,
  • creativity.

AI is a lever for productivity and quality, not a brutal substitute.

Do you offer long-term support or only one-off projects?

Both are possible. We can intervene on a specific project (implementation of an AI chatbot, automation of a lead journey) or support you in a ongoing transformation programme of your processes (automation roadmap, governance, continuous improvement).