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AI Automation

Custom AI AutomationServices for B2BMarketing & Sales Teams

Workflows and AI agents built around your CRM and your process: leads qualified and routed in minutes, clean data, content that ships on schedule and reports that assemble themselves. Designed, built and maintained by one senior consultant.

BUILT WITHMaken8nHubSpotClaudeOpenAI
Custom AI automation for B2B marketing and sales teams
3–4 wksTypical project, audit to live
In short
Studio Ideago provides custom AI automation services for B2B marketing and sales teams in the US and Europe. Instead of a one-size-fits-all tool, each automation is designed around your CRM, your data and your sales process, then built with Make, n8n, HubSpot and AI agents on Claude or OpenAI.

Typical projects go live in 3 to 4 weeks and start with a free audit that ranks your processes by automation potential.

What We Build

Custom AI automation, builtfor how your team sells

01

Workflow Automation

Make, n8n and HubSpot workflows that move data between your tools and take care of the repetitive steps, from lead follow-up to report generation.

02

AI Agent Development

Custom agents on Claude, OpenAI or Gemini that read your business context, qualify, summarise, draft and decide within rules you set.

03

CRM + AI Integration

HubSpot or Salesforce connected to AI to score leads, enrich records, trigger nurture sequences and flag deals at risk.

04

AI Crews for Marketing & Sales

Coordinated agents that cover a whole function, such as inbound qualification or content production, with a person approving the key steps.

Explore AI Crew →
05

AI Content Operations

Pipelines that research, draft, review, schedule and distribute content across channels, with human review at defined checkpoints.

06

AI Automation Audit & Roadmap

A review of your operations that scores every process by effort saved and revenue impact, so the first build is the one that pays back fastest.

Use Cases

Four AI automations B2Bteams ask for most

Each one is built on your stack and your rules. These are the patterns that pay back fastest for marketing and sales teams.

01

Lead qualification and routing

Problem
Inbound leads wait hours for a reply and reps spend their mornings on contacts that will never buy.
What gets built
An agent that enriches each lead, scores it against your ICP, writes a short brief in the CRM and assigns it to the right rep within minutes.
02

CRM data hygiene

Problem
Duplicates, empty fields and stale lifecycle stages make every report and every segment unreliable.
What gets built
A scheduled bot that finds and fixes data issues through the CRM API, logs every change and sends a weekly summary for review.
03

Content operations

Problem
The content calendar slips because research, drafting, SEO checks and publishing all depend on the same two people.
What gets built
A pipeline that turns a brief into a researched draft, checks it against your style and SEO rules, and queues it for approval and publishing.
04

Reporting and pipeline alerts

Problem
Someone loses half a day every week assembling numbers from ads, analytics and the CRM, and stalled deals are spotted too late.
What gets built
An automated weekly report with a written summary of what changed, plus Slack or email alerts when a deal stalls or spend drifts off target.
How It Works

From audit to automationin 4 weeks

01

AI audit & opportunity map

We map your current process, find the manual bottlenecks and score each one by automation potential and business impact.

02

Architecture & design

We choose the tools and AI models, design the data flows, and define where a person approves, overrides or takes over.

03

Build & test

Workflows and agents are built in a sandbox and tested with your real data until they run reliably, including the edge cases.

04

Launch & optimise

We go live with monitoring, handle what comes up, and tune prompts and rules during the first 90 days.

Real Results

What custom AI automationhas delivered

View all projects →
−47%Cost per qualified lead, logistics SaaS
€1.4MPipeline generated in 90 days
−41%Cost per booked consultation, 14-clinic group
FAQ

Commonquestions

What are custom AI automation services?

Custom AI automation services design and build workflows and AI agents around how your team already works, instead of selling you a generic tool. For B2B marketing and sales teams that usually means lead qualification and routing, CRM data hygiene, content operations and reporting, connected to the CRM you already use.

How long does it take to implement AI automation?

Most projects go from audit to live in 3 to 4 weeks. Multi-department automations take 6 to 8 weeks. Every project starts with a quick win that delivers value in the first week, so you see results before the full build is done.

Do I need technical knowledge to use the automations?

No. Your team works through tools it already knows (email, the CRM, Slack), and the automations run in the background. You get a monitoring dashboard and a short runbook for each workflow, written in plain language.

What tools do you use?

Make, n8n, HubSpot workflows and custom AI agents built on the Claude and OpenAI APIs, plus the SaaS tools you already pay for. The tool is chosen per use case. If HubSpot can do the job natively, that is what gets built, because it is cheaper to run and easier to maintain.

Will AI replace my team?

No. It removes the repetitive work: copying data between tools, chasing unqualified leads, assembling weekly reports. Every workflow keeps human checkpoints where judgement matters, such as approving content or taking over a qualified conversation.

How much does custom AI automation cost?

Projects typically range from $5,000 to $25,000 depending on scope and complexity. Tool and AI credit costs are shown separately from professional fees, so you know what the system costs to run each month. Every project starts with a free audit call before any quote.

Proof & Reading

AI automation workand writing

Case studies
Ready?

Get a free AIautomation audit

In 30 minutes we identify the three biggest automation opportunities in your marketing and sales operations, and how to build them.