The first automation step
In 30 minutes, we’ll discuss your systems and whether we recommend automations or AI agents.
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Case study
AI-powered sales quoting platform integrated with Entersoft ERP for catalogue and stocks,…
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Why automate
Data is entered manually in several systems
The company copies the same information between IT platforms and documents.
Orders or requests arrive by email, PDF or Excel
Consolidating requests in a single location increases the company's efficiency.
The processes involve ERP, CRM and other platforms
A continuous workflow allows for a rapid response and control over information.
Rules and intelligence
Some stages are deterministic, while others benefit from AI context.
Rapid customer interaction
Time is spent on repetitive tasks and clients won't wait.
You want AI agents, but also control
You need approvals, limits, auditing and security for AI actions.
What we have automated recently
- Quoting: AI integration with Entersoft cut quoting time by 68%.
- Invoicing: HubSpot + EasyBill cut invoicing process time by more than 50%.
- Automated distribution: a system that assigns tens of thousands of legal tasks to lawyers.
- HubSpot app: SMSIt! adds automated actions and SMS delivery directly inside workflows.
- Ticketing: We synchronized 100,000+ tickets for a Tel-Aviv sports club in CRM.
A controlled AI workflow separates the AI proposal from business rules, human approval and audit.
What we deliver
Workflow automation
End-to-end processes with defined phases, rules and exceptions that require approval.
API / ERP / CRM integration
We connect the systems from which the automation will read or to which it will write.
Document AI & extraction
We extract structured information from emails, PDFs and images.
AI assistants & RAG
Search and answers over company data and documents.
AI agents with tool-use
Controlled actions that use auditable systems and tools.
Rules, approvals & audit
We separate AI from decisions that require control and observability.
Additional services
HubSpot, CRM & ERP
We connect commercial and operational data so that all departments can work efficiently.
See platforms
Data, Analytics & AI
We prepare the data and feedback needed for more reliable automation.
See how you develop
Google Cloud & Vertex AI
We run the integration, models and agents on scalable infrastructure.
See Google Cloud
Industries where we apply it
How we automate processes
1
Process and KPI
We measure the time, volume, errors and cost of each process.
2
Rules vs. AI
We separate deterministic workflows from tasks that require AI interpretation.
3
Data and systems
We connect ERPs, CRMs and APIs using webhooks, n8n, UiPath or custom integrations, as appropriate.
4
Controlled pilot
We test AI agents with explicit limits, restricted permissions and human approval.
5
Measurement and expansion
We track the success rate, cost per execution, errors and expansion opportunities.
Four levels of increasing autonomy, from deterministic rules to controlled AI agents
Two ways to collaborate
You automate a process or build a progressive backlog
Automation with a defined outcome
We implement a workflow or AI agent with integrations and clear acceptance criteria.
- process, volume, and KPIs
- ERP/CRM connection via API
- deterministic rules and AI components
- testing, approvals and audit trail
- initial monitoring and handover
Best when you have one repetitive process with a clear outcome.
Build an automation backlog
Recurring capability for the progressive automation of multiple processes.
- prioritization based on value and effort
- reusable integrations and connectors
- workflows and incremental AI agents
- error and cost monitoring
- senior architecture and supervision
Best when you have several processes to automate, not just one project.
We integrate technology with existing business systems
A BONUS FOR YOU
Why AI Sales 2.0: the Growth Platform Built on the Award-Winning OPTI Architecture
AI Sales 2.0, available starting July 2026, is an extended platform in which the company's data about products, customers, orders, prices, and stock can be used by all its departments. The modules bring artificial intelligence into optimizing sales, purchasing, warehousing, and performance oversight by management
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Quick Questions
What is an 'AI agent' and how can it help me?
An AI agent is a software program, like Google Gemini, trained to execute complex and repetitive tasks. It can help you by automating data research, generating quotes, creating summaries, or acting as an advanced customer chatbot.
What kind of business processes can you automate?
We can automate a wide range of processes, from repetitive tasks like syncing data between an ERP and a CRM, to generating automatic reports, notifications, and even complex workflows that involve data-driven decisions.
When should I use a no-code solution (e.g., Zapier) versus custom scripting?
No-code solutions are excellent for quick automations and standard workflows between popular cloud applications. Custom scripting (Python, JS) is necessary for complex business logic, integrations with legacy systems, or when you need full control and optimized performance.
Can I automate processes if my systems are on-premise (not in the cloud)?
Yes. We analyze your existing infrastructure and design hybrid or fully on-premise solutions. We can automate data flows that run securely within your internal network, connecting them to cloud services only when necessary.
Relevant Insights & Guides
Insight
30 September 2026
What AI project can you build with a 2-year TCO under 50,000 euros: the Setup + Run formula, the real cost of AI agents over ERP, and scaling from 1,000 to 100,000 runs per month.
Guide
8 September 2026 · Updated: 9 September 2026
How do you implement Next Best Action in HubSpot? We compare native HubSpot, Dynamics 365, Salesforce, Zoho, and Pipedrive features with AI integrations in Google Cloud.
Event
2 September 2026 · Updated: 2 October 2026
The OPTI team attended Google Cloud Day Romania 2026. Notes from sessions on Antigravity, GKE Pod Snapshots, AI agents and recommendation systems.
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Last updated: 6 November 2026
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