Case studies

AI automation case studies and use cases

Published proof and representative application patterns for WhatsApp automation, AI document search, Microsoft 365 integration, and RAG systems.

Published case study

Badminton club RSVP automation

WhatsApp, n8n, PostgreSQL, and AI intent handling for a 3,000+ member operation with attendance tracking and audit history.

Outcome: Automated RSVPs, booking replies, attendance visibility, and repeatable revenue-loop messaging.

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Representative use cases

Architects and built-environment teams

AI document search over project files, planning documents, specifications, correspondence, and Microsoft 365 folders.

Typical stack: RAG, SharePoint, OneDrive, Qdrant or pgvector, document extraction, review workflow.

Law firms and regulated professional services

RAG over legal documents, client onboarding, email triage, matter notes, and human approval before sensitive actions.

Typical stack: Private document pipeline, Microsoft 365, access control, audit logs, approval queues.

Local service businesses

Lead filtering, WhatsApp replies, appointment confirmations, reminders, and handoff into the right inbox or CRM.

Typical stack: n8n, WhatsApp Business API, forms, Turnstile, PostgreSQL, email and CRM routing.

Have a similar operational problem?

Bring the workflow, the current tools, and the failure points. The useful first step is a small working system with clear logs and review gates.