AI SOLUTIONS · 786 MARKETING

Your business has processes that could work better. We automate them.

We design workflow automations, AI assistants, and specialized AI agents connected to your business systems to reduce manual tasks, accelerate response times, and improve operational control.

Workflow Automation AI-Powered Solutions Specialized AI Agents
OPERATIONS Connected Workflows
ARTIFICIAL INTELLIGENCE AI-Assisted Processes
INTEGRATIONS Data & Systems

Faster processes. Connected systems. Measurable operations.

CRM WhatsApp Operations Business AI
01 / Business Challenges

When processes rely on manual work, your operations lose momentum.

We identify repetitive activities, operational bottlenecks, and disconnected processes to determine where automation can deliver meaningful business value.

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Time-Consuming Tasks

Manual data entry, recurring reports, and administrative tasks consume valuable employee time.

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Inconsistent Follow-Up

Requests, leads, and internal activities get delayed when they depend on manual reminders and actions.

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Disconnected Systems

Information scattered across platforms creates duplicate work and limits visibility into operations.

02 / Business Applications

Technology should fit your process. Not the other way around.

We build solutions for sales, administrative, and operational teams, integrating them with the tools your company already uses.

Sales

Sales Follow-Up

Lead capture, assignment, qualification, and follow-up connected to your CRM.

Customer Service

WhatsApp & AI Assistants

Answer inquiries, collect information, and route requests to human representatives.

Human Resources

Recruitment Workflows

Organize candidates, support initial screening, and coordinate interviews.

Operations

Internal Workflows

Automate requests, approvals, notifications, updates, and task tracking.

Internal Teams

Knowledge Assistants

Access company documents, procedures, and answers grounded in authorized information sources.

Business Information

Data & Reporting

Consolidate information, organize performance indicators, and generate operational reports.

03 / What We Build

Three approaches to solving business challenges.

Not every process needs artificial intelligence. We evaluate complexity, business rules, and system integrations to recommend an appropriate technical architecture.

01 / Rule-Based Automation

Business Process Automation.

We connect platforms and automate tasks using predefined business rules, without introducing AI when it isn't necessary.

Administrative Workflows CRM Notifications Integrations
02 / Applied Artificial Intelligence

AI-Powered Systems.

We introduce capabilities to interpret information, classify requests, generate responses, and support workflows using authorized data and defined business rules.

Internal Assistants Document Analysis Classification AI Customer Service
Specialized AI Agents

Process information.
Apply business rules.
Take action.

Agent architectures connected to business tools, data sources, and human oversight controls.

03 / Specialized Agents

AI Agents for Specific Business Tasks.

We design agents capable of executing defined workflows, retrieving information, and using connected tools within established permissions and safeguards, including human approval when required.

Sales Agents Support Agents Operations Internal Processes
04 / How It Works

Effective automation connects information, decisions, and actions.

We design the entire workflow, from the moment a request enters the system to its processing, execution, tracking, and human intervention when necessary.

01

Input

WhatsApp, forms, email, CRM, or internal platforms.

02

Processing

Business rules or AI-assisted interpretation.

03

Integration

Retrieve or update data across connected systems.

04

Action

Responses, records, notifications, or automated tasks.

05

Control

Monitoring, audit trails, and human escalation.

05 / Business Impact

Automation should improve business operations.

We evaluate outcomes using process-specific indicators, not simply the number of technologies implemented.

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Less Manual Work

Reduce time spent on repetitive activities.

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Faster Execution

Accelerate responses, assignments, and processing.

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More Consistent Follow-Up

Reduce the risk of unanswered requests and missed opportunities.

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Operational Visibility

Record activities and make supervision easier.

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Connected Systems

Reduce duplicate information across business platforms.

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Scalable Workflows

Build processes that can evolve with your operations.

06 / Technical Capabilities

Business strategy backed by development expertise.

We combine 786 Marketing's commercial and operational perspective with the software development and integration capabilities of our technology partners to build tailored business solutions.

600+ Completed Development Projects
10+ Programming Specialists

* Figures represent the combined experience and technical capabilities of 786 Marketing and its partners.

07 / Our Methodology

From initial assessment to implementation.

Before building anything, we examine the process, its stakeholders, the systems involved, and the business outcomes expected.

01

Assessment

Identify the workflow, challenges, and objectives.

02

Solution Design

Define workflow logic, integrations, and architecture.

03

Proposal

Establish scope, investment, and deliverables.

04

Development

Configure and build the solution.

05

Testing

Validate scenarios, integrations, and controls.

06

Deployment

Launch the solution and define ongoing monitoring.

08 / Frequently Asked Questions

Everything you need to know before automating.

Does every business process require AI?

No. When a process can be handled through clear rules and system connections, traditional automation may be enough. We introduce AI when additional capabilities, such as interpreting information or generating responses, are needed.

Can your solutions integrate with our CRM?

Yes, provided the platform and its permissions support integration. During the assessment, we review available APIs, tools, and technical limitations.

What's the difference between an AI assistant and an AI agent?

An assistant primarily supports users by answering questions or providing information. An AI agent can also perform actions and execute workflows through connected tools, within defined permissions and operational boundaries.

How is our company's information protected?

The solution architecture should include access controls, permissions, data-handling practices, logging, and oversight. Specific safeguards depend on the systems involved and the sensitivity of the data.

How much does an automation or AI solution cost?

Investment depends on the project scope, required integrations, workflow complexity, and operating requirements. We prepare a tailored proposal after the assessment.

How long does implementation take?

Timelines depend on the number of processes, system integrations, access availability, and testing requirements. A project schedule is established during the proposal stage.

Do these solutions require ongoing maintenance?

Some solutions require monitoring, adjustments, integration maintenance, or third-party service usage. These requirements are defined as part of the project scope.

09 / Business Assessment

Automation isn't about adding more technology. It's about making your processes work better.

Tell us which process you want to improve. We'll review the tasks, tools, and integrations involved to identify a viable automation approach.