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Where AI Automation Delivers 40–70% Time Savings

Published 2025 • 5 min read

1) Lead Capture → CRM → Outreach

Automate web/LinkedIn lead capture into your CRM, enrich profiles, and trigger WhatsApp/email sequences with calendar booking. Measure reply rates and time-to-meeting.

2) Document Parsing & Reconciliation

Extract tables from PDFs (TB, invoices, contracts) and reconcile to ERP/GL. Auto-flag mismatches, duplicate invoices, and missing documents.

3) Diligence Copilots (RAG)

Ask natural-language questions across contracts, policies, and customer data. Cite sources and export answers to diligence notes.

4) Dashboards & Alerts

Pipeline operational data to BI; schedule daily/weekly jobs and anomaly alerts. Move teams from reactive to proactive.

Pilot playbook (2–4 weeks)

  1. Scope & baseline manual time / ROI.
  2. Build workflow with a small dataset; validate with users.
  3. Harden, add alerts, write SOPs/runbook.
  4. Go-live + 14-day hypercare.
40–70% time saved 2–4 weeks
See our approach →