Mortadella Start

AI automation services

Business apps. Less theater. More traction.

Mortadella helps B2B teams connect the tools they already use, automate the work that keeps repeating, and add AI where it improves speed, clarity, or follow-through.

01

Workflow Audit and AI Roadmap

We map one workflow end to end, identify the repeated decisions and handoffs, and turn the mess into a prioritized automation plan.

  • Workflow map with apps, people, triggers, and approval points.
  • Automation opportunities ranked by value, complexity, and risk.
  • First build recommendation with a practical scope.
02

CRM and Sales Follow-Up Automation

We help sales work stop leaking between emails, forms, notes, CRM fields, and task lists.

  • Lead routing, enrichment, and source cleanup.
  • Follow-up drafts, reminders, and next-step tasks.
  • Deal handoffs that keep context attached.
03

AI Assistants for Internal Teams

We build assistants that work inside real business processes, not as isolated novelty chats.

  • Call, meeting, and email summaries.
  • Message classification, routing, and draft replies.
  • Proposal prep, research briefs, and internal handoff notes.
04

Client Onboarding Systems

We turn the post-sale scramble into a clean launch sequence for your team and your client.

  • Intake summaries, kickoff docs, folder setup, and task creation.
  • Client reminders and internal status updates.
  • Approval checkpoints so nothing important gets auto-sent blindly.
05

Reporting and Dashboard Automation

We reduce manual report assembly and make recurring updates easier to trust.

  • Data pulls from CRMs, sheets, forms, and project tools.
  • Summary generation for weekly or monthly updates.
  • Dashboards and recurring report delivery workflows.
06

App Integration and Data Cleanup

We connect the tools that already run the business and clean up the handoffs between them.

  • Integrations across CRM, email, forms, docs, calendars, and project tools.
  • Field cleanup, naming conventions, duplicate checks, and routing logic.
  • Automation platforms like Zapier, Make, n8n, and native APIs.
07

Proposal, Email, and Content Systems

We build draft systems that keep the team moving while preserving human review.

  • Proposal and estimate prep from intake details.
  • Client email drafts and recap generation.
  • Content briefs, internal updates, and reusable knowledge workflows.
08

Managed AI Automation Support

Automations need ownership after launch. We help keep them documented, monitored, and useful.

  • Prompt tuning, workflow improvements, and failure checks.
  • Documentation for the team using the system.
  • Monthly cleanup, reporting, and new automation recommendations.

Apps and platforms

The stack stays familiar.

We can help connect the tools already sitting in your business. The point is not to add more software for sport. The point is to make the current system behave better.

HubSpot Salesforce Google Workspace Microsoft 365 Gmail Outlook Slack Teams Airtable Notion ClickUp Asana Monday Zapier Make n8n Calendly Typeform Google Sheets Looker Studio
FAQ

Service questions, answered straight.

What AI automation services do you offer?

Workflow audits, CRM and sales automation, AI assistants, client onboarding systems, reporting automation, app integrations, proposal and email systems, and managed automation support.

Can you work with our existing apps?

Yes. We usually start with the tools already in place, then connect and improve the workflow around them.

Do AI automations need human approval?

Often, yes. We keep approval steps where accuracy, client trust, or brand voice matter.

Can you maintain automations after launch?

Yes. Managed support can cover monitoring, documentation, troubleshooting, prompt tuning, and workflow improvements.

Start with the annoying workflow.

Send us the process that keeps making everyone sigh.

hello@mortadellaagency.com