AI Automation in Sales & BD
Automatically capture leads from forms, social, ads; enrich and score using predefined criteria, deduplicate entries
Segment leads, send targeted drip email campaigns, and trigger reminders or notifications based on interactions or deal stage changes.
Auto-generate proposal from CRM data, send email to leads, track open/read status and trigger reminders
Calculate forecast automatically using deal stage and probability. Update them in a dashboard and share forecast digest with leadership.
Turn LinkedIn into a lead machine. Capture profiles, enrich data, and send to your CRM automatically.
Streamline deal management with automated stage updates, activity tracking, and reminders, ensuring accurate forecasts and consistent pipeline hygiene.
AI Automation in Sales & BD
Turn LinkedIn into a lead engine
AutopilotX scrapes LinkedIn profiles and company data automatically, enriches them with verified emails and insights, and pushes leads directly into your CRM.
Save 5–10 minutes per lead, adding up to 25+ hours saved per sales rep/month
Enrich LinkedIn profiles with company size, domain, and contact info, reducing data errors by 80%
Leads flow instantly into sequences, improving reply rates by 15–20%
AI Automation in Marketing
Automatically adjust budgets, bids, and creatives across channels to maximize ROI in real time.
Discover high-value keywords, monitor rankings, and track competitor movements without manual effort.
Monitor brand mentions, analyze customer sentiment, and surface insights to guide campaigns.
Generate multiple subject lines and copy variations, then auto-test and deploy the best-performing emails.
Track competitor ad launches, SEO ranking shifts, and social activity, with instant team notifications.
Build a complete channel strategy, campaign roadmap, and KPI forecast in minutes instead of weeks.
AI Automation in Marketing
Performance Marketing on Autopilot.
AutopilotX automates campaign optimization across Google, Meta, and LinkedIn Ads reallocating budgets, adjusting bids, and A/B testing to maximize ROAS
Dynamic budget allocation to top-performing campaigns, reducing wasted spend by 20–30%.
Automate continuous testing, leading to 15–25% higher conversions without extra headcount.
Campaigns auto-adjust bids, audiences, and creatives in real time.
AI Automation in HR & Recruitment
Automatically filter resumes against job requirements and rank top candidates.
Send personalized follow-up emails/messages to candidates at scale.
Sync candidate availability with recruiter calendars and auto-book interview slots.
Generate contracts, set up accounts, and assign onboarding tasks automatically.
Trigger exit interviews, revoke access, and process final payroll seamlessly.
Keep HRIS, payroll, and benefits systems in sync with zero manual updates.
AI Automation in HR & Recruitment
Shortlist best candidates in seconds.
Get automated workflows that scan incoming resumes, ranks candidates by fit — so recruiters spend time interviewing, not filtering.
Cut resume review time by 70–80% with AI-driven shortlisting.
Ensure top candidates aren’t overlooked with consistent, unbiased screening.
Handle 5–10 times more applications without adding recruiters.
AI Automation in Customer Support
Auto-classify incoming tickets and route them to the right team or agent.
Answer common customer questions instantly with a trained AI bot.
Auto-transcribe support calls/chats and push structured notes into the CRM.
Auto-flag unresolved issues and escalate them to senior support or product teams.
Trigger CSAT/NPS surveys post-resolution and auto-report results.
Aggregate ticket volume, resolution times, and satisfaction scores into a daily email/report.
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AI Automation in Customer Support
AI Chatbots that Handle Queries 24x7
We build AI-powered chatbots trained on your knowledge base, FAQs, and support tickets that deliver instant, accurate responses.
Deflect 40–60% of support tickets with instant automated answers.
Reduce support costs by 30–40% by cutting repetitive inquiries.
Provide 24/7 instant support, boosting CSAT scores by up to 25%.
AI Automation in Operations
Track stock levels in real time and auto-trigger reorder requests when thresholds are hit.
Yes, AI agents follow structured, graph-based “flows” with branching logic and exit conditions to automate complete processes, not just isolated steps.
Scan, extract, and categorize incoming contracts, forms, and reports into structured folders.
Auto-route POs to the right approvers and update records once approved.
Monitor internal processes against compliance policies and auto-flag non-adherence.
Generate optimized staff schedules and auto-notify employees of their shifts.
AI Automation in Daily Operations
AI That Extracts and Organizes Documents
We can automations that scan, extract, and categorize information from documents like contracts, IDs, Invoices shipping forms, and reports.
Reduce document handling time by 60–80%, freeing ops teams from manual data entry.
Cut transcription errors by 90%, ensuring accuracy across records.
Handle thousands of documents per month without adding headcount.
AI Automation in Legal & Finance
Auto-analyze contracts to highlight risky or non-standard clauses.
Generate ready-to-sign legal agreements based on templates.
Answer compliance questions instantly using your policy library.
Auto-check expense reports for policy compliance and anomalies.
Extract details from invoices and auto-assign GL codes in accounting software.
Generate rolling cash flow forecasts from real-time accounting data.
AI Automation in Legal & Finance
Recover failed payments automatically.
We build automations tracks due invoices and failed payments, sends smart reminders, and triggers escalations, helping finance teams recover revenue.
Recover up to 30–40% more overdue payments with automated follow-ups.
Save 5–8 hours per week by eliminating manual collections work.
Use AI-driven reminders with the right tone and timing to reduce churn risk.
AI Automation in IT & Admin
Auto-schedule recurring tasks like meeting room bookings, ID renewals, or facility requests.
Monitor license usage and auto-notify admins of renewals or underutilization.
Scan devices and accounts for compliance with IT security policies.
Classify IT issues (hardware, software, access) and auto-assign to the right team.
Track issued laptops/phones and auto-remind for returns or upgrades.
Instantly revoke user access across systems during offboarding.
AI Automation in Legal & Finance
Onboard new employees in minutes.
AutopilotX delivers custom AI automation designed for your business by combining speed, ROI guarantees, and domain expertise.
New hires hit the ground running on day one with zero delays.
Ensure 100% accurate and consistent access across all systems.
Cut onboarding setup time by 70–80%, freeing IT from repetitive admin work.
