AI used to be something you added to your operational system.
Today, the infrastructure that wins treats them as one.

AmericaCryo — United States

The Problem
AmericaCryo's sales reps were closing calls without debrief. Managers didn't have the bandwidth to review recordings, and reps had no way of knowing what was working and what wasn't.

‍What We Built

Phase 1 — Automatic Transcript Capture
The moment a sales rep ends a call in GoHighLevel, Zapier picks up the transcript automatically. No manual uploads, no copy-pasting, the trigger fires and the process starts without anyone touching it.

‍Phase 2 — AI-Powered Call Analysis
The transcript is sent to a custom OpenAI assistant trained on a sales methodology knowledge base. It doesn't just summarize the call, it evaluates it: objection handling, talk-to-listen ratio, discovery quality, closing technique, and missed opportunities. The output is a structured report with specific, actionable coaching points.
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‍Phase 3 — Instant Slack Delivery
The report lands in the rep's Slack DMs within minutes of the call ending. No waiting for a manager review. No end-of-week debrief. Real feedback, while the call is still fresh.

‍The Result
‍Every sales rep now gets a personal coach after every single call, automatically. Managers spend less time on reactive feedback and more time on strategy. The reps who engage with the reports improve faster. The system runs 24/7 without any humans in the loop.

Thaleria — Portugal

The Problem
Thaleria's recruiting team was drowning in LinkedIn lists.
The head recruiter would identify a pool of candidates, then spend hours distributing names manually, chasing status updates, and trying to keep track of who had reviewed whom.
Individual recruiters were evaluating candidates inconsistently with no shared criteria, no unified view, and no way to compare progress across the team.

‍What We Built

Centralized List Sharing & Delegation
The head recruiter uploads a LinkedIn candidate list directly into the application and assigns segments to individual recruiters in a few clicks.
No spreadsheets passed around over email.
Everyone works from the same source of truth from the moment the list goes live.

‍Automated Candidate Profile Creation
For each candidate on the list, the system automatically builds a complete structured profile, pulling and organizing the relevant information so recruiters never start from a blank page.
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‍AI Evaluation Against Job Requirements
Each profile is analyzed and scored by AI based on the specific requirements of the role.
The system doesn't just surface information, it interprets it, flags strengths, identifies gaps, and produces a relevance rating for every candidate. Every recruiter works with the same objective baseline.
The report lands in the rep's Slack DMs within minutes of the call ending.
No waiting for a manager review. No end-of-week debrief. Real feedback, while the call is still fresh.

‍Recruiter Workspace & Pipeline Tracking
Recruiters can sort, filter, and move candidates through recruitment stages inside their own workspace.
Each decision is logged, giving the team a clear, shared view of where every candidate stands at any moment.

‍Head Recruiter Monitoring Dashboard
The head recruiter has a live dashboard showing exactly how far each recruiter has progressed through their assigned list, who has been reviewed, who is pending, and where bottlenecks are forming.
No more chasing updates over Slack.

‍The Result
‍A recruiting operation that runs with the coordination of a large team and the consistency of a single reviewer.
Candidates get evaluated faster, more fairly, and against the same criteria every time.
The head recruiter leads the process instead of managing the chaos.

Thaleria — Belgium

The Problem
Thaleria's recruitment operations run on paperwork.
Contracts, NDAs, purchase orders, codes of conduct, up to 15 different document types, each with their own variations depending on the candidate, the client, or the context.
Every document was being handled manually.
It was hours of administrative work every week with significant room for error and inconsistency.

‍What We Built

Phase 1 — Document Mapping
We started by mapping every document type Thaleria works with and identifying all their variations, different contract structures depending on the engagement type, employee status, purchase order formats by client, and so on.
Every edge case was accounted for before a single workflow was built.

‍Phase 2 — A Single Unified Form
Instead of navigating a library of templates, the team now fills out one simple form.
They select the document type they need, and enter the required information.
One form, every document, no template hunting.
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‍Phase 3 — Automated generation workflows
The moment the form is submitted, a Power Automate workflow fires.
It pulls the correct template from SharePoint, automatically populates every field with the submitted information, generates the final document, names it specifically and saves it directly into the designated folder.

‍The Result
‍What used to take several manual steps and careful copy-pasting now takes seconds.
Documents are generated consistently, filled correctly, and always built from the right template.
The team spends their time on recruitment, not administration.

AmericaCryo — United States

The Problem
A fast-growing US medical company had no centralized project management system.
Tasks were tracked across emails, spreadsheets, and verbal updates.
Nothing was documented, nothing was visible, and the team was constantly reactive.
They needed a proper operational structure built for their industry's complexity.

‍What We Built

Phase 1  — Discovery & Process Mapping
We ran a structured discovery session to understand their service delivery process, team roles, and operational priorities. We mapped every workflow before designing anything.

‍Phase 2 — Workspace Architecture
We designed a full ClickUp hierarchy from top-level Spaces down to task templates aligned to their departments and delivery stages.
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‍Phase 3 — Build & Configuration
We built the entire workspace: custom statuses, fields, dashboards, KPI views, and SOPs embedded directly inside task templates not buried in a Drive folder.

‍Phase 4 — Training & Handover
We delivered role-based training so each team member knew exactly what they owned inside the system. Recorded sessions were provided for future onboarding.

‍The Result
‍A fully operational ClickUp workspace built around the realities of a medical environment structured, scalable, and adopted by the full team from week one.

LibertyTech Agency — France

The Problem
A French app development agency had been on ClickUp for over a year but the workspace had become a problem in itself.
Statuses were duplicated, folder structures were inconsistent, and no two team members were working the same way.
The system was technically there but nobody trusted it.

‍What We Built

Phase 1  — Full Workspace Audit
We reviewed every Space, Folder, List, status, field, and view in the workspace. We identified what was working, what was redundant, and what was actively causing confusion.

‍Phase 2 — Prioritized Action Plan
We delivered a clear fix list, ranked by impact, so the client knew exactly what would be tackled first and why.
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‍Phase 3 — Restructure & Clean-Up
We removed duplicate statuses, consolidated conflicting fields, rebuilt dashboards for real visibility, and restructured the hierarchy to match how the dev teams actually deliver projects.

‍Phase 4 — SOP & Template Standardization
We cleaned up all task templates and embedded SOPs directly into the workflow giving the team one clear, consistent way to work.

‍The Result
‍A ClickUp workspace the team could finally trust. Less time spent navigating the system, more time spent shipping products.

AmericaCryo — United States

The Problem
After implementing the ClickUp structure for this US medical client, it became clear that several operational workflows were still eating up significant manual time task routing, internal status updates, and weekly reporting all required human input that could be automated.
The foundation was solid. It was time to make it intelligent.

‍What We Built

Phase 1  — Automation Mapping
We identified the highest-ROI processes to automate first focusing on repetitive, time-consuming tasks with clear inputs and outputs.

‍Phase 2 — AI Agent Configuration
We configured ClickUp's native AI Brain and built custom agents to handle task routing, status update summaries, and deadline risk alerts all running inside the workspace they already knew.
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‍Phase 3 — Workflow Integrations
We connected ClickUp to their existing stack via automation workflows syncing task updates, triggering notifications, and eliminating manual data entry across tools.

‍Phase 4 — Testing & Handover
We ran full end-to-end testing across all agents and automations, documented every workflow, and walked the team through what was running and how to manage it.

‍The Result
‍A significant reduction in manual operational work. The team now spends less time updating systems and more time focused on patient-facing work. The AI layer runs quietly in the background, keeping everything moving without anyone having to chase it.