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:
Instant Capture – Lead form submission triggers a webhook
Territory Assignment – Lead’s zip code maps to the correct sales rep
SMS Alert – Rep receives text: *”New lead: John Smith, 555-1234, click to call”*
CRM Logging – Lead automatically creates a contact in the CRM with source tracking
Follow-up Reminder – If no call logged in 2 hours, manager gets an alert
The Result
Metric Before After Average response time 4–6 hours 8 minutes Lead follow-up rate 65% 94% Sales appointments booked 12/week 22/week Rep manual data entry 2 hours/day 0 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:
Customer submits return form – Reason, order number, and photos uploaded
Auto-approval rules – Orders under $100 and within 30 days instantly approved
Label generation – ShipStation creates return label automatically
Email delivery – Customer receives label and instructions within 2 minutes
Inventory sync – When return package scanned by USPS, stock is updated in Shopify
Refund trigger – After quality check (flagged for review only if damaged), refund processes automatically
The Result
Metric Before After Return processing time 24–48 hours 2–3 hours Customer support tickets 45/week 12/week Manual errors 12% 1% Customer satisfaction (returns) 3.2/5 4.7/5 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:
Lead capture – Web forms → direct to HubSpot with source tracking
Document generation – PandaDoc pulls client/address/pricing from CRM fields → auto-populates contract templates
E-signature workflow – Documents sent, tracked, and reminders automated
Follow-up sequences – Past clients enter 6-month nurture sequence (market updates, birthday wishes, referral requests)
Reporting dashboard – Weekly email to broker showing leads per agent, conversion rates, pending deals
The Result
Metric Before After Contract generation time 20 minutes 3 minutes Lead follow-up rate 40% 85% Administrative hours/week per agent 5–6 hours 1 hour Past client referrals (6 months) 4 12 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.
Trusted AI Experts
CustomAI AgentSetup Service for Small Businesses
At Pretty Automation, we merge advanced technical expertise with customized AI strategies to create solutions that perfectly align with your business. Our methods guarantee innovation, reliability, and measurable results across industries.
Our Key Advantages
We provide scalable and dependable AI solutions featuring intelligent automation, actionable insights, and accelerated business growth.
- Proven AI Expertise
- Scalable AI Systems
- Faster Decision Making
- Reliable Ongoing Support
- Cutting-Edge Technology
- Tailored Business Solutions
- Data-Driven Insights
- Automation & Efficiency
- Global Reach Capabilities
- Cost Optimization Strategies
- Seamless System Integration
- Enhanced Customer Experience
Our Testimonials
Client Testimonials That Inspire Trust
Discover what our clients say about us! Their feedback reflects our commitment to innovation, reliability, and results. See how our AI solutions have helped businesses boost efficiency, scale growth, and achieve lasting success.
Case Study 1: Solar company lead routing
Problem: Leads from Facebook Ads sat in a spreadsheet for days.
Solution: Automated lead → CRM → SMS notification to sales rep within 30 seconds.
Result: 40% faster response time, 22% more demos booked.
Case Study 2: E‑commerce returns automation
Problem: Customer service spent 8 hours/week processing return requests manually.
Solution: AI chatbot collected info → auto‑created return label → notified warehouse.
Result: 90% reduction in manual work.HOW WE HELPED REAL BUSINESSES (SAMPLE PROJECTS)
────────────────────────────────────────────────────[Case Study 1 – Solar Company]
📊 Lead Routing Automation
Before: 4-6 hour response time → After: 8 minutes
→ Read more[Case Study 2 – Clothing Store]
📦 Returns & Refunds Automation
Before: 24-48 hour processing → After: 2-3 hours
→ Read more[Case Study 3 – Real Estate Group]
🏠 CRM & Document Automation
Before: 20 min/contract → After: 3 minutes
→ Read moreEach case study is a SAMPLE PROJECT showing what we CAN build for your business.
Your actual results may vary – [Contact us] for a custom proposal.
(If you have zero real clients yet, create 2‑3 detailed concept case studies and label them “sample project”)

Noah Reed
Creative Strategist