Every week, repetitive work costs you hours.

Today

A request comes in by email or through a form. You have to work out what the customer wants, look up prices, items and terms, then put the quote together.

With automation

AI reads the request, identifies the products or services needed, pulls the data from your company sources and prepares a draft quote already filled in with descriptions, quantities and terms.

You decide

You check prices and content, make changes if needed and send it.

See the case study

Already built We’ve already built a base for AI quotes, filled in from your price list: Digitam Quote.

Today

A new contact comes in and someone has to copy their details, create the opportunity and work out which salesperson should handle it.

With automation

It collects the information from the request, creates the contact and the opportunity in your business software and assigns them automatically to the right person, keeping the original context too.

You decide

The salesperson finds everything ready and decides how to proceed.

Today

After sending a quote, you have to remember which customers haven’t replied, when to get back in touch and what to say.

With automation

It checks which quotes are still open and, after the set time, prepares the follow-up using the customer’s details and the context of the quote you sent.

You decide

You approve the message or handle the important deals yourself.

Today

When a customer confirms, someone has to update the job, let the team know and set up all the next tasks.

With automation

The confirmation automatically updates the job’s status, creates the planned tasks, links the documents and notifies the people who need to start work.

You decide

You only step in for special cases.

Today

Emails and messages all arrive together. Someone has to read them, figure out what they’re about and decide who should deal with them.

With automation

AI interprets the content, recognises the customer, topic and priority, and automatically routes the request to the right person or department, with the context they need.

You decide

Your team steps in already knowing what to handle.

Already built We’ve already built a base for the AI assistant that also routes requests by phone, on WhatsApp and in chat: Digitam Voice.

Today

You read the request, look up the information you need and write a reply from scratch every time.

With automation

It understands what the customer is asking, gathers the information from your company sources and drafts a reply that matches your data and your style.

You decide

You check it, edit if needed and send.

See the case study

Today

An important request can sit among dozens of routine messages until someone happens to notice it.

With automation

AI recognises complaints, urgent matters, deadlines and priority customers, and immediately alerts the person who needs to act.

You decide

You see straight away what can’t wait.

See the case study

Today

After each request, you have to open your business software, create the case, copy the details, save the attachments and assign the work.

With automation

It creates the case automatically, links the customer and documents, updates the data needed and triggers the next step.

You decide

You only check what needs checking.

Today

PDFs, forms or scans come in. You open the document, find the important details and type them into the right program by hand.

With automation

AI recognises the document, extracts the information needed and prepares the data directly in your business software, database or workflow.

You decide

You only check data that is uncertain or incomplete.

Today

To prepare a document, you gather the customer, addresses, dates, amounts and other details from several sources every time.

With automation

It takes the data already available, picks the right template and generates the document with the fields already filled in.

You decide

You check the result before it’s signed or sent.

Today

To find out if anything is missing, you have to open every case and check documents, signatures and details one by one.

With automation

It compares what’s there with what should be there and immediately flags missing documents, signatures or data.

You decide

You only deal with what really needs attention.

Today

Files and attachments have to be identified, renamed and saved by hand in the right folder or case.

With automation

AI recognises the document type, customer and reference, gives the file a consistent name and stores it automatically where it belongs.

You decide

You only check the ambiguous cases.

Today

You open the invoice and manually enter the supplier, date, number, amounts, VAT and due date into your accounting software.

With automation

AI reads the invoice, extracts the information needed and prepares the entry according to your chart of accounts.

You decide

You check the data and approve.

Already built We’ve already built a base for automatic supplier invoice processing: Digitam Invoice.

Today

At the end of each period, you gather hours, materials, jobs or orders to piece together what to bill each customer.

With automation

It collects the confirmed work, applies your rates and terms and prepares a draft invoice with lines, quantities and references.

You decide

You check amounts and details before it goes out.

Today

You compare bank transactions with open invoices to work out which document each payment belongs to.

With automation

It compares amounts, references, customer and date and automatically suggests the most likely match.

You decide

You only check the unclear cases.

Already built We’ve already built a base for bank reconciliation, matching your bank statement to your invoices: Digitam Invoice.

Today

You have to check unpaid invoices regularly and prepare each reminder one by one.

With automation

It spots invoices past their due date and prepares the right reminder based on how late they are and who the customer is.

You decide

You approve sending them or hold back special cases.

Today

“Tuesday?” “Not Tuesday. Thursday?” Several messages just to find a free slot.

With automation

It checks your calendar and automatically suggests available times. When the customer chooses one, it books the appointment and updates the calendar.

You decide

You only step in for exceptions or special appointments.

Today

Someone has to remember to send the confirmation, the address, the documents to bring or other instructions.

With automation

It checks the calendar and automatically sends the right message at the right time, with all the information needed.

You decide

You choose the wording and timing; then the reminders go out on their own.

Today

After a meeting, you have to piece together the decisions, write the summary and remember who has to do what.

With automation

From the transcript or notes, AI drafts the minutes and picks out decisions, tasks, owners and deadlines.

You decide

You check the result before sharing it.

Today

You jot down “call back in two weeks”, then have to remember it and dig up the whole previous conversation.

With automation

When the date comes, the automation pulls up the customer, the last conversation and the case, and prepares the follow-up with the context already in place.

You decide

You choose whether to send it, edit it or call them yourself.

Today

You pull data from Excel, business software and other tools, and piece it together into the same report every time.

With automation

It automatically retrieves the data for the period, runs the necessary calculations and prepares the summary in the format you already use.

You decide

You check and approve before it’s shared.

See the case study

Today

To find something that doesn’t add up, you have to check figures and entries even when everything is correct.

With automation

It automatically compares the data with expected values and flags only deviations, anomalies or unusual situations.

You decide

You only check what deserves attention.

Today

Hours, sales, requests and other indicators are regularly collected and recalculated by hand.

With automation

Data is pulled from the connected programs, processed and updated automatically in the KPIs and dashboards you use.

You decide

You choose which figures to track.

Today

A task can sit blocked for days before anyone notices.

With automation

It checks status, latest activity and upcoming deadlines, and automatically flags anything that has been stuck longer than expected.

You decide

You only step in where the process has actually stalled.

Today

When a new job comes in, someone has to create tasks, assign people and enter deadlines.

With automation

Depending on the type of job, the automation creates the tasks, owners, priorities and dates, and kicks off a process that is already organised.

You decide

You only adjust the plan when a job is out of the ordinary.

Today

To see whether the schedule holds up, you have to manually compare planned work, available hours and who’s in.

With automation

It compares available capacity with the expected workload and immediately flags overloads, gaps or clashes.

You decide

You choose what to move or reassign.

See the case study

Today

When someone is off, you have to work out by hand every job and appointment they were involved in.

With automation

It identifies the tasks and deadlines affected and immediately shows what needs to be reassigned or rescheduled.

You decide

You confirm the new plan.

Today

When a stage is finished, someone has to remember to update the status and get the next department started.

With automation

A delivery, an approval or a status change updates the process and automatically triggers the tasks that come next.

You decide

You keep a manual approval for the important steps.

Today

You know the information exists, but you have to remember which document it’s in and search for it by hand.

With automation

You ask a question and AI searches your approved company sources, finds the relevant passage and gives you the answer along with its source.

You decide

You check the original document directly when you need to.

Today

To get the full picture, you open your CRM, business software, documents and other tools one at a time.

With automation

It pulls information from the different sources and brings together the data, documents and activity for the same customer in a single view.

You decide

You already have the full context when you need to make a decision.

Today

To see what changed between two versions, you have to compare lines, prices, quantities or terms by hand.

With automation

It compares the files, automatically picks out new, removed or changed items and prepares a summary of the differences.

You decide

You only assess what has actually changed.

Today

You have to keep going back to the same source to check whether something has been updated.

With automation

It automatically checks the source, compares the new data with the previous version and detects any changes.

You decide

You only get an alert when there’s actually something new.