Custom AI Workflows
Every team has work that standard software can’t quite handle — odd formats, missing fields, edge cases that break the flow. People step in, fix it by hand and move on, until volume turns quick fixes into daily work. CopperIQ designs custom AI workflows that read your inputs, apply your rules and update the systems you already use. The result is clean handoffs, fewer tickets and a calmer operation.
If it involves reading files or messages, filling gaps, checking rules and updating your systems — we can automate it. Book a pilot and bring one recent example.
01Manual steps and edge cases slow everything downstream
Where standard tools fall short
Real processes aren’t neat. Files arrive as PDFs, scans or spreadsheets. Product codes don’t match. Contract terms hide in long paragraphs. Orders carry the wrong units. Most tools assume perfect inputs; your day-to-day doesn’t. That’s exactly the kind of work an AI workflow can handle.
02Our 4-step approach
How CopperIQ implements process automation.
No new software. No complexity. Just practical automation that works. From intake to full automation in just a few weeks — with minimal disruption to your team.
With our unique 4-step approach, you’ll be up and running in no time.
Discovery
We analyze your processes and identify bottlenecks.
Build
We create tailored automations based on your real workflows and data.
Integration
We connect directly into your existing systems.
Optimize
We monitor and improve continuously as you scale.
03Built around your data, rules and exceptions
How a custom AI workflow works
The workflow reads the inputs you already receive — emails, PDFs, spreadsheets, portal exports or API feeds. It recognises the right customer, product or project, validates quantities, prices and references, and fills missing fields using the master data you trust. When something is unclear, it’s flagged early with a reason and a simple action for your team. Once complete, the workflow writes back to CRM, ERP or DMS using the structure and fields you work with today. Every step is logged, so changes are traceable.
Have a messy edge case? Bring one example and we’ll turn it into a running workflow.
04Easy integration
We integrate directly into your tech stack.
No extra tools or interfaces needed. CopperIQ is compatible with tools like AFAS, Exact, Salesforce, HubSpot, and more.
05Fewer handoffs, fewer tickets and faster throughput
What improves when AI handles the busywork
Intake stops firefighting. Records arrive complete before they hit fulfilment or finance. Support spends less time fixing preventable issues. Because sources align, reports do too. Your specialists focus on decisions instead of retyping information that already exists elsewhere.
Teams typically see manual steps reduced by 60–100% and errors by 75–100%, while processing time per record drops from minutes — or hours — to seconds. Month-end is calmer, tickets shrink and reporting becomes clearer.
06What clients say
Why companies love working with us.
Clients love working with us because we focus on practical AI that drives real business value. Our solutions boost efficiency without adding complexity, integrate seamlessly into existing tech stacks, and are supported by one dedicated team from discovery to delivery.
Plus, we provide transparent insights and measurable outcomes every step of the way.
Content production without the busywork
With the content platform from CopperIQ we now use AI to draft and prepare blog posts and articles based on our own inputs and guidelines. It helps us move faster on content while keeping the tone consistent across clients and channels.
Leads now find the right person instantly
CopperIQ's AI automation capture our incoming leads, forwards them to the right colleague and files them in the correct CRM records. Follow-up is faster, handovers are clearer and creating orders for new clients has become a lot more straightforward.
Our info inbox finally runs itself
Thanks to the automations AI now handles our info mailbox: it reads incoming emails, routes them to the right place and keeps track of what needs a reply. The team spends far less time forwarding and sorting messages, and more time actually solving client issues.
The fastest way to get the right answer
With our internal knowledge chat powered by CopperIQ, colleagues can search across product specs and technical details in one place. Instead of digging through documents, they get accurate answers in seconds and can help customers much faster.
From messy inbox to ready-to-book orders
CopperIQ built an automation that reads our incoming emails, extracts lead and order details and sends them straight into our CRM and our ERP. Quote requests from email are turned into draft offers and orders automatically, so our team only needs to review and confirm. It removes a large part of the manual data entry and saves us a lot of time in busy periods.
07Start small, scale fast
From pilot to production
Start small, move fast. We launch a focused slice and prove value quickly. Then we expand: add inputs, tighten checks and clarify rules. Live monitoring shows what was processed, what was flagged and why — so improvements are obvious. The result is a reliable AI workflow that keeps pace with your business, not the other way around. Your stack stays as is. We connect via APIs, secure file drops or webhooks. You own the data, rules and approvals; we build and run the automation. Every step is logged, rollbacks are simple and there’s no lock-in.
08Start your free demo
Start automating your business processes today.
Stop wasting time on manual tasks. Discover how AI-powered automation pays off fast. Let’s explore how AI-powered process automation can transform your operations. Schedule a free demo or contact us to discover what’s possible.