All MACCASY BRICKSMACCASY BRICK · 07KI & Automatisierung
KI & Automatisierung
Pack
Smarter arbeiten. Schneller skalieren.
Automate the work that slows your business down.
We identify the workflows where AI and automation can create practical value, then design and connect the systems needed to make them work reliably.
KI-AssistentenKI-AutomatisierungenCRM-IntegrationenIndividuelle WorkflowsInterne Tools
5Disciplines combined
13Deliverables
Desired outcome
Automatisieren Sie repetitive Aufgaben, verbinden Sie Ihre Systeme und steigern Sie die operative Effizienz mit KI.
Business challengeThe friction
The friction
this pack removes
Teams repeat the same administrative work every day, tools stay disconnected, leads are followed up inconsistently, and AI is discussed without a clear business use case, so automation either never starts or starts without governance.
- Reduced repetitive manual work
- Faster internal workflows and lead response
- More consistent customer communication
- Connected systems and data flows
- Clear human approval points
- Measurable automation roadmap
- Practical AI adoption linked to real business needs
- Stronger digital maturity without unnecessary rebuilds
Who it is for
Built for teams with a clear ambition
Businesses using several disconnected tools
Marketing and sales teams handling repetitive tasks
Customer service teams managing recurring questions
Companies needing better lead qualification and follow-up
Organisations with inefficient internal workflows
Businesses wanting to integrate AI into existing digital platforms
E-commerce businesses needing automated customer journeys
Teams spending too much time copying, checking, sorting or updating information
Companies that want practical AI adoption without rebuilding everything
Connected expertise
Disciplines that belong together
AI and automation only create value when connected to a real business process. This pack links strategy, process mapping, UX, AI, automation, development, CRM and analytics, with human oversight on important decisions. The goal is not to automate everything. The goal is to automate the right steps while keeping people in control.
KI-Assistenten
KI-Automatisierungen
CRM-Integrationen
Individuelle Workflows
Interne Tools
Inside the pack
Featured capabilities
Key skills connected in this mission, scoped after discovery.
- 5disciplines
- 9capabilities
- 8journey stages
- AI and automation discovery workshop
- Business process audit and workflow mapping
- Automation opportunity assessment
- AI use-case prioritisation
- Chatbot and virtual assistant design
- CRM, email and marketing automation
- API and platform integrations
- Human approval workflows
- Analytics, monitoring and optimisation
Built from services
Services included
This pack combines these Maccasy disciplines around one goal.
Recommended framework
Typical deliverables
Indicative building blocks. Final scope is defined after discovery and adapted to your objectives.
Discovery workshop and business process inventory
Current workflow map and automation opportunity matrix
AI use-case shortlist with impact and effort prioritisation
Risk and dependency assessment
Recommended automation roadmap
Solution architecture and data-flow diagram
Tool and integration recommendation
Conversation flow or assistant prototype where relevant
CRM workflow configuration and automated notification flows
Lead routing logic with human approval points
Exception-handling rules and analytics setup
Internal documentation, handover and testing report
Post-launch optimisation plan
So arbeiten wir
Recommended project journey
01
Audit
Review objectives, repetitive tasks, customer journeys, tools, CRM, data sources and operational pain points.
02
Prioritise
Rank use cases by impact, feasibility, risk and maintenance, not by whether they use AI.
03
Architect
Define triggers, rules, AI-supported steps, integrations, human review points and monitoring.
04
Prototype
Validate conversation, automation or CRM flows with realistic data and real scenarios.
05
Integrate
Connect platforms, APIs, webhooks, automation logic, approvals, dashboards and fallbacks.
06
Validate
Test happy paths, errors, escalations, tone, accessibility and AI output quality.
07
Launch
Roll out with documentation, ownership, monitoring and clear escalation processes.
08
Optimise
Review usage, time saved, failures and feedback, then refine workflows and expand carefully.
Extend the mission
Optional add-ons
Strengthen the core pack with strategic extensions, selected after discovery, never forced into a fixed bundle.
Custom chatbot or website assistant
Internal knowledge assistant
WhatsApp automation exploration
CRM implementation or migration
Marketing automation platform setup
E-commerce or ERP integration
Custom web application or dashboard
AI governance framework
Team training
Long-term monitoring and optimisation retainer
Opportunity
Where is your team losing time?
Repetitive data entry and administrative work
Slow or inconsistent lead follow-up
Disconnected platforms and manual data copying
Manual reporting preparation
Repeated customer questions answered by hand
Approval delays and scattered internal requests
Incomplete or outdated CRM information
AI discussed internally without a clear use case
Use-case explorer
What could be automated?
Explore practical categories. AI is only recommended where it adds real business value.
Category
Customer experience automation
Improve response speed and customer self-service without removing human support.
Example workflows
- Website chatbot and FAQ assistant
- Service guidance and request triage
- Appointment or consultation routing
- Order-status assistance
- Escalation to a human agent
- Knowledge-base search
Prioritised after discovery, by impact, feasibility and maintenance, not by whether it uses AI.
Discuss this use caseWorkflow transformation
From friction to flow
Before
- Manual
- Repeated
- Disconnected
- Delayed
- Difficult to track
After
- Connected
- Automatisiert
- Reviewed
- Measurable
- Scalable
Connected systems
One workflow across the tools you already use
We connect platforms where APIs, webhooks or integration options allow, and validate compatibility during discovery.
Human oversight
Control stays with people
Automated actions
Reliable, rule-based steps that run without intervention when conditions are met.
AI-assisted actions
AI supports interpretation, drafting or search, with review where quality matters.
Human-approved actions
Important outputs or decisions require explicit human approval before continuing.
Human-only decisions
Sensitive, unclear or high-impact cases stay with people and clear ownership.
Responsible by design
Support people. Keep control.
Final governance and compliance requirements are defined with you based on the data, market, platform and use case.
People stay accountable
AI supports decisions. Important calls keep human oversight.
Outputs stay reviewable
Automated results can be checked, logged and improved.
Customers can escalate
Sensitive or unclear cases route to a person, with clear disclosure where needed.
Data stays minimal
Least-privilege access, fallbacks when systems fail, and continuous quality checks.
Scope clarity
Not automatically included
Third-party and extended requirements are scoped separately after the discovery phase.
- Third-party software subscriptions and AI model usage fees
- CRM licensing and automation platform fees
- WhatsApp conversation fees and external API fees
- Cloud infrastructure costs
- Legal, regulatory or data-protection legal review
- Cybersecurity certification
- Large-scale data migration or historical data cleaning
- Continuous human customer support
- Long-term maintenance and continuous prompt optimisation
- Custom AI model training or fine-tuning
- Hardware, voice telephony and certified translation verification
- Paid media and content production unless separately scoped
Project formats
Typical ways to engage
Automation opportunity auditAI use-case roadmapCustomer service chatbotWebsite assistantInternal knowledge assistantLead automation systemCRM automationMarketing automationE-commerce automationContent workflow automationReporting automationInternal operations automationCustom integration projectAutomation optimisation programmeOngoing AI and automation partnership
FAQ
Quick answers
Straight answers on scope, AI use, data and how we work with your team.
Is this pack only for large companies?
No. The pack can be adapted for smaller organisations, especially where a limited number of repetitive processes create clear operational friction.
Do we need to replace our current software?
Not necessarily. The first priority is to assess whether the existing systems can be connected and improved before recommending replacement.
Does every automation require AI?
No. Many valuable workflows only require clear business rules and system integration. AI should only be used where it adds practical value.
Can Maccasy build a chatbot?
Yes, where the use case, platform and data support it. The chatbot should be designed around real customer needs, clear escalation and reliable knowledge sources.