Marketing & creative agencies
Client onboarding, weekly reporting and outbound that run on their own, so you take on more accounts without adding headcount.
AI automation services for B2B companies.
Ocasia builds custom AI automation for B2B companies: lead handling, follow-ups, and research and reporting. Everything is built in your own accounts.
Tools we build with
n8nZapierMakeHubSpotSlackAirtableGoogle SheetsNotionOpenAIClaudeStripeGmail
Systems built for your industry.
Influencer & talent agencies
Creator sourcing, AI vetting against brand fit and campaign tracking in one pipeline. Read the case study →
E-commerce
Support tickets triaged and drafted by AI, stock and order issues flagged before customers notice, and post-purchase flows that bring buyers back.
SaaS & software
Signups scored and routed to sales, onboarding nudges based on product usage, and churn signals pushed into your CRM while there's still time to act.
Real estate
Leads from portals and ads routed to the right agent in seconds, followed up instantly, and showings booked without the back-and-forth.
Healthcare & dental clinics
Patient intake forms that fill your system, appointment reminders that cut no-shows, and reactivation campaigns for patients who haven't been back.
Legal & accounting firms
Client documents collected, named and filed automatically, deadlines tracked across every matter, and billing that doesn't depend on someone remembering.
Consulting & coaching
From booked call to signed client to onboarded, with session notes summarized by AI and follow-ups sent while the conversation is still fresh.
Education & online courses
Enrollment, payments and access handled in one flow, students onboarded on day one, and engagement nudges that keep them finishing what they bought.
Recruiting & HR
Resumes screened by AI against the role, candidate outreach that sounds personal, and interviews scheduled without a dozen emails.
Home & local services
Quote requests answered in minutes, jobs booked straight into the calendar, and a review request sent after every completed visit.
Finance & insurance brokers
Leads qualified before they reach an advisor, client documents and KYC collected without chasing, and renewals flagged well ahead of time.
Don't see your industry? Most of what we build carries across. Tell us how your business runs →
Done-for-you AI automation, not consulting
If you want to hire an AI automation consultant who also builds, that's us. We automate the business processes where people read, copy and chase, like lead research, data entry, follow-ups and reporting, then hand the system over in your accounts for one fixed price.
Which business processes and tasks can AI automate?
AI can automate any business process your team repeats by following rules: these four are where most teams start.
AI lead qualification
Every new lead researched and scored as it arrives.
Follow-up automation
Follow-ups sent on time from your inbox, stopped on reply.
AI research & reporting
AI that looks things up and saves its reasons.
n8n automation
Custom n8n workflows, plus Zapier and Make.
Questions about cost, timelines, ownership or security? Read the FAQ →