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AI & AUTOMATION

Align. Automate.
Accelerate.

We help B2B service teams streamline operations and grow revenue through AI-powered automation — reducing manual tasks, saving time and elevating the customer experience.

BOOST PROFITABILITY

Businesses adopting AI report a 38% increase in profitability (Accenture). Automation and AI can drastically reduce time-consuming tasks—like data entry, client onboarding, or reporting.

EARLY ACTION. ENDURING IMPACT.

B2B service teams that embrace AI-powered automation early aren't just saving time — they're unlocking compounding advantages. From faster workflows and leaner operations to elevated customer experiences and new revenue streams, the payoff for early adoption is real.

PERSONALISED JOURNEYS, LASTING LOYALTY

AI-powered personalisation is reshaping how businesses retain customers. By analysing behaviour, preferences, and patterns in real time, we help you deliver tailored experiences that resonate deeply—turning one-time buyers into loyal advocates.

Solutions

Discover a range of smart automation solutions designed to save time, reduce manual work, and unlock new efficiencies across your business.

FINANCE

Smart Invoice Reminders

Automate invoice follow-ups with smart triggers to reduce late payments and boost cash flow — no manual chasing required.

OPERATIONS

Automated Review Collection

Trigger review requests post-service or milestone to grow 5-star feedback and build trust — without lifting a finger.

OPERATIONS

Automated Onboarding

Deliver a smooth client onboarding journey with automated emails, tasks, and scheduling — all synced to your systems.

MARKETING

Lead Magnet Nurturing

Turn downloads into leads with automated email journeys that follow up, educate, and drive conversion — on autopilot.

SALES

Automated Booking Systems →

Let leads instantly book the right time with the right person — synced with your calendar, CRM, and workflows.

SALES

Smart Lead Responders

Auto-respond to new leads in seconds with personalised replies, booking links, and CRM updates — speed wins deals.

SEAMLESS INTEGRATIONS

Connected with the platforms you already rely on.

  • OpenAI GPT-4OpenAI GPT-4
  • Anthropic ClaudeAnthropic Claude
  • Gemini AIGemini AI
  • GroqGroq
  • HubSpot CRMHubSpot CRM
  • SalesforceSalesforce
  • Apollo.ioApollo.io
  • InstantlyInstantly
  • ClickUpClickUp
  • Monday.comMonday.com
  • CalendlyCalendly
  • TypeformTypeform
  • MailchimpMailchimp
  • Microsoft TeamsMicrosoft Teams
  • ZoomZoom
  • DocuSignDocuSign
PRODUCTION PORTFOLIO • AI AGENCY CAPABILITIES

Production AI Solutions We
Build & Deploy

Enterprise-grade AI systems, custom workflows, and autonomous agents engineered to scale your operations and drive revenue.

Autonomous Lead Intake & CRM Agent
ENTERPRISE AUTOMATION
High Impact

Autonomous Lead Intake & CRM Agent

Instantly qualify inbound leads, schedule calendar bookings, generate custom proposals, and update CRM records in real-time.

Make.comOpenAI APIHubSpotCalendly
10x Response Speed
View Solution
Get Started with Custom AI Solutions

Founders don't just automate. They scale.

•BEFORE FORMIQA

"Our team was losing 25+ hours every week handling manual client onboarding, spreadsheet updates, and repetitive support tickets. Operations were bottlenecked."

•AFTER FORMIQA

"Formiqa deployed an automated AI workflow that reduced client onboarding time by 80% and saved our executive team 30+ hours weekly."

Marcus Vance

Marcus Vance

CEO & Co-Founder, SaaSify Enterprise

BEFORE

"Our sales team spent hours manually qualifying leads and updating HubSpot CRM. We lost high-intent prospects during weekends and off-hours."

AFTER

"Formiqa built a 24/7 AI Lead Responder that engages inbound leads instantly. Our lead-to-meeting conversion rate jumped by 42% in 30 days."

David Chen

David Chen

VP of Growth, Nexus Logistics

BEFORE

"Chasing overdue client invoices and sending manual payment reminders was dragging down our cash flow and taking up half our Operations Manager's time."

AFTER

"The automated smart invoice & review collection workflow Formiqa deployed cut late payments to near zero and generated 45+ new 5-star reviews on autopilot."

Sarah Jenkins

Sarah Jenkins

Operations Director, Apex B2B Services

BEFORE

"We wanted an enterprise AI knowledge bot trained on our private company SOPs and technical docs, but couldn't risk data leaks or external API vulnerabilities."

AFTER

"Formiqa engineered a secure, fine-tuned RAG assistant for our internal team. It reduced employee onboarding time by 50% with zero data privacy concerns."

Elena Rostova

Elena Rostova

Chief Technology Officer, Vantage Cloud

FAQs. We've answered some of the most common questions below about how we work and what to expect.

What's the difference between AI and automation?

Automation typically follows defined rules to perform tasks without manual input (e.g., sending reminders or updating systems). AI adds intelligence—such as making decisions, summarising data, or generating content—based on context and learning.

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THE FORMIQA APPROACH

Inspired by intelligent systems, collaboration & efficiency.

Formiqa is inspired by the Latin word formica, meaning ant — a symbol of intelligent systems, collaboration and efficiency. The name reflects our focus on building seamless, scalable automations that power complex operations behind the scenes.

Whether you’re considering building or migrating, our team can guide or answer any questions you might have. Click below to request an appointment.