Real Automation, Real Results

Case Study 1: Solar Company Lead Routing Automation

Label: Sample Project

The Client (Hypothetical)

BrightPath Solar – A mid-sized solar installation company receiving 50+ lead form submissions per week from Facebook and Google Ads.

The Problem

Leads were landing in a shared Google Sheet. Sales reps didn’t know new leads arrived unless they manually checked the sheet every hour. Response times averaged 4–6 hours, and 35% of leads never received a follow-up call.

Specific issues:

  • No automatic notification system

  • Leads weren’t assigned to specific sales reps by territory

  • No tracking of who followed up or when

The Solution

Pretty Automation built a lead routing workflow using Make.com and GoHighLevel:

  1. Instant Capture – Lead form submission triggers a webhook

  2. Territory Assignment – Lead’s zip code maps to the correct sales rep

  3. SMS Alert – Rep receives text: *”New lead: John Smith, 555-1234, click to call”*

  4. CRM Logging – Lead automatically creates a contact in the CRM with source tracking

  5. Follow-up Reminder – If no call logged in 2 hours, manager gets an alert

The Result

 
 
MetricBeforeAfter
Average response time4–6 hours8 minutes
Lead follow-up rate65%94%
Sales appointments booked12/week22/week
Rep manual data entry2 hours/day0 hours

Sample project – similar results achievable for your business


Case Study 2: E-commerce Returns & Refunds Automation

Label: Sample Project

The Client (Hypothetical)

Urban Threads – An online clothing store processing 200+ return requests monthly during peak seasons.

The Problem

Customer service team spent 8–10 hours per week on returns:

  • Copying return request details from email to a spreadsheet

  • Manually generating return shipping labels in ShipStation

  • Emailing labels to customers

  • Updating inventory in Shopify after returns arrived

  • Processing refunds in Stripe

Error rate: 12% of returns had incorrect label addresses or missing refunds.

The Solution

Custom return automation workflow using Zapier + Shopify Flow + ShipStation API:

  1. Customer submits return form – Reason, order number, and photos uploaded

  2. Auto-approval rules – Orders under $100 and within 30 days instantly approved

  3. Label generation – ShipStation creates return label automatically

  4. Email delivery – Customer receives label and instructions within 2 minutes

  5. Inventory sync – When return package scanned by USPS, stock is updated in Shopify

  6. Refund trigger – After quality check (flagged for review only if damaged), refund processes automatically

The Result

 
 
MetricBeforeAfter
Return processing time24–48 hours2–3 hours
Customer support tickets45/week12/week
Manual errors12%1%
Customer satisfaction (returns)3.2/54.7/5

Sample project – similar returns automation can be built for your store


Case Study 3: Real Estate CRM & Document Automation

Label: Sample Project

The Client (Hypothetical)

Harbor Realty Group – A team of 8 real estate agents who each used different tracking methods for leads and contracts.

The Problem

Agents wasted 5+ hours per week on administrative tasks:

  • Manually creating offer letters and contracts in Word (copy-paste same data repeatedly)

  • No centralized lead database – each agent had personal spreadsheets

  • Missed follow-ups with past clients (no automated nurture sequence)

  • Difficulty generating monthly reports for the broker

The Solution

Pretty Automation built a HubSpot CRM + PandaDoc integration customized for real estate workflows:

  1. Lead capture – Web forms → direct to HubSpot with source tracking

  2. Document generation – PandaDoc pulls client/address/pricing from CRM fields → auto-populates contract templates

  3. E-signature workflow – Documents sent, tracked, and reminders automated

  4. Follow-up sequences – Past clients enter 6-month nurture sequence (market updates, birthday wishes, referral requests)

  5. Reporting dashboard – Weekly email to broker showing leads per agent, conversion rates, pending deals

The Result

 
 
MetricBeforeAfter
Contract generation time20 minutes3 minutes
Lead follow-up rate40%85%
Administrative hours/week per agent5–6 hours1 hour
Past client referrals (6 months)412

Sample project – CRM automation can be adapted to any industry


 

Our Case Studies

Explore Our Custom AI Automation Projects

See how our custom AI solutions streamline workflows, enhance customer engagement, and deliver measurable business growth. Each project highlights innovation, intelligent automation, and practical results built for modern industries. 

Trend-Hunting Video Agent

Goal: Brands needed a fast way to detect trending topics on Telegram and convert them into high-quality video ideas.

Solution: We built an AI agent that tracks Telegram trends, converts insights into creative prompts, and auto-produces videos through Wavespeed.

Result: Consistent trend-aligned videos produced in minutes—enabling faster content cycles and higher engagement.

Custom TikTok Automation Agent

Goal: Creators and brands needed a consistent flow of TikTok content without spending hours on ideation, editing, and posting.

Solution: We built an automation agent that generates daily content ideas, produces clips with synced sounds, & publishes across TikTok and other platforms.

Result: A fully hands-off content pipeline delivering engaging videos every day—boosting reach, consistency, and growth.

TikTok Viral Research & Video Agent

Goal: Creators wanted to tap into viral trends consistently but lacked the time to research, edit, and publish fast enough to stay ahead.

Solution: We developed an agent that scans TikTok trends in real-time, creates optimized videos, automatically edits them, and publishes them across multiple channels.

Result: Creators capture viral momentum effortlessly—expanding reach, increasing engagement, and growing their audience faster.

Competitor Intelligence Agent

Goal: Businesses needed a fast, automated way to track competitor strategies, pricing updates, content trends, and market shifts without manual research.

Solution: We built an agent that continuously monitors competitor websites, social platforms, ads, and content—summarizing insights into actionable reports.

Result: Teams make smarter, data-driven decisions, stay ahead of rival moves, and adapt strategies with precise, real-time competitive intelligence.

Jarvis Ultimate Assistant

Goal: Teams needed a single assistant to manage daily tasks, content, research, and automation without switching between tools.

Solution: We created an AI assistant that organizes workflows, generates content, automates actions, and supports decisions in one unified system.

Result: A streamlined work process with higher productivity and reduced manual effort—powered by a truly integrated AI assistant.

AI Marketing Team Agent

Goal: Brands needed consistent marketing output—content, research, and campaign execution—without increasing team workload.

Solution: We built an AI agent that handles market research, content creation, scheduling, and performance tracking across all channels.

Result: Stronger campaign performance, faster execution, and a fully automated marketing workflow that scales effortlessly.

Trend-Hunting Video Agent

Goal: Brands needed a fast way to detect trending topics on Telegram and convert them into high-quality video ideas.

Solution: We built an AI agent that tracks Telegram trends, converts insights into creative prompts, and auto-produces videos through Wavespeed.

Result: Consistent trend-aligned videos produced in minutes—enabling faster content cycles and higher engagement.

AI Marketing Team Agent

Goal: Brands needed consistent marketing output—content, research, and campaign execution—without increasing team workload.

Solution: We built an AI agent that handles market research, content creation, scheduling, and performance tracking across all channels.

Result: Stronger campaign performance, faster execution, and a fully automated marketing workflow that scales effortlessly.

Custom TikTok Automation Agent

Goal: Creators and brands needed a consistent flow of TikTok content without spending hours on ideation, editing, and posting.

Solution: We built an automation agent that generates daily content ideas, produces clips with synced sounds, & publishes across TikTok and other platforms.

Result: A fully hands-off content pipeline delivering engaging videos every day—boosting reach, consistency, and growth.

Jarvis Ultimate Assistant

Goal: Teams needed a single assistant to manage daily tasks, content, research, and automation without switching between tools.

Solution: We created an AI assistant that organizes workflows, generates content, automates actions, and supports decisions in one unified system.

Result: A streamlined work process with higher productivity and reduced manual effort—powered by a truly integrated AI assistant.

TikTok Viral Research & Video Agent

Goal: Creators wanted to consistently tap into viral trends but lacked the time to research, edit, and publish fast enough to stay ahead.

Solution: We developed an agent that scans TikTok trends in real time, creates optimized videos, edits them automatically, and publishes across channels.

Result: Creators capture viral momentum effortlessly—expanding reach, increasing engagement, and growing their audience faster.

Competitor Intelligence Agent

Goal: Businesses needed a fast, automated way to track competitor strategies, pricing updates, content trends, and market shifts without manual research.

Solution: We built an agent that continuously monitors competitor websites, social platforms, ads, and content—summarizing insights into actionable reports.

Result: Teams make smarter, data-driven decisions, stay ahead of rival moves, and adapt strategies with precise, real-time competitive intelligence.

See a project you like? Get in touch to start yours.

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