Stand Up Recruitment: Automating the Hiring Pipeline End to End
A complex recruitment automation build covering candidate intake, screening, shortlisting, and scheduling, delivered with the precision a high-volume agency needs.
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📂Case Studies
Real builds, real outcomes
A look at the automation projects we have shipped for B2B teams. Each one walks through the problem the client had, what we built to fix it, and the result it produced. No theory, just work that runs in production.
✅Real client results
Projects we have shipped for named clients
Engage Media: FinOps Invoice Automation
Monthly invoicing across 35 client workbooks went from 3 days to 30 minutes, with a human approval gate that never auto-posts to accounting.
Read case studyEngage Media: AI Vendor Reporting Pipeline
About 20 vendors sending Excel, CSV, PDF screenshots and ZIPs of photos, turned into one automated, validated pipeline with a human check on anything uncertain.
Read case studyEngage Media: AI Reporting System
An AI reporting system that writes dashboard commentary automatically across 26+ clients and keeps it correct for any date range a client selects.
Read case studyEngage Media: Ad Ops AI Optimization Engine
A weekly engine that pulls Google Ads and Meta, runs the analysis the ad-ops team used to do by hand, and emails the exact actions to take.
Read case studyMallory Portraits: GoHighLevel Donations Pipeline
Four disconnected tools replaced with one GoHighLevel donations funnel, with clear ownership and automated email and SMS outreach.
Read case studyMallory Portraits: AI Donation-Event Discovery Agent
A scheduled agent that finds nonprofit fundraising events every week, deduplicates and vets them, and holds each for a four-day human review before any outreach.
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🧩Illustrative example builds
Example builds from typical projects
Example builds based on typical projects we run, not specific named clients. They show the kind of system we put together for a given problem.
Real Estate Lead Response: From Hours to Seconds
Speed-to-lead automation that replied to every portal enquiry instantly, day or night, and lifted the share of leads that turned into booked viewings.
Read case studyFinancial Services CRM Cleanup: A Pipeline Advisers Trust Again
Deduped and synced a messy CRM, fixed the formatting, and added guardrails, so the pipeline finally reflected reality and the forecast meant something.
Read case studyE-commerce Support Bot: Clearing Tickets and Recovering Carts
An AI support bot that handles routine order and returns questions around the clock, escalates the rest, and nudges abandoned carts back to checkout.
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📬Contact
Want a result like this for your team?
Book a free audit. We will map where your process leaks time and show you what to automate first. Confidential, no obligation.
Book My Free Audit bastien@otimizagency.com