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jeremydossantos

Automations That Convert More Clients and Scale Your Operations

From pre-sales to knowledge hubs and chatbots, I design AI workflows that save 40+ hours a month and give your team back its focus.

The Numbers

13

Automations delivered

€200K

Value unlocked

100+

Hours saved every month

24/7

Automated client engagement

Still stuck in admin chaos and scattered files?

  • Client intake and proposals taking days?

  • Meeting notes & documents scattered everywhere?

  • Files, audio, and knowledge hidden in silos?

  • Underused tools, creating friction?

Convert clients faster

  • Intake

  • Proposals

  • Onboarding

  • Documentation

Make your business searchable

  • AI knowledge hubs

  • RAG chatbots

Scale without headcount

  • Operations Automations

  • Custom AI-powered webapps

What we do

We design automations that work as hard as you do.

I build intelligent systems that free teams from repetitive work and unlock new capacity for growth. From automated client onboarding to AI-powered knowledge management, we connect your tools into seamless workflows that save time, cut costs, and scale effortlessly.

Our focus is simple: create automations that not only run smoothly in the background, but also deliver measurable results for your business — more leads qualified, more hours saved, more revenue unlocked.

With over a decade of UX and automation experience, we combine design thinking with cutting-edge AI to craft solutions that feel intuitive, beautiful, and impactful.

Silver paper airplane

Sales and Onboarding Automations

We streamline how businesses capture, qualify, and onboard clients. From smart intake forms to automated proposals and follow-ups, we cut hours of admin and accelerate time-to-close.

• Automated client intake & briefs
• Smart follow-up forms
• Proposal generation
• AI-powered concierge chatbots

Silver abstract star shape

Knowledge & Operations Automations

We centralize knowledge and optimize operations, reducing repetitive work and human error. From project management automations to meeting minutes and file indexing, we make teams more efficient.

• Automated ClickUp tasks & assignments
• Meeting transcription & summarization
• Knowledge base creation from files
• Centralized workflows

Futuristic Phone Design

Marketing & Content Automation

We remove bottlenecks in content creation, allowing teams to publish at scale. From daily vlog production to AI-assisted video storytelling, we help brands stay visible without extra manual effort.

• Automated vlog workflows
• Daily video generation pipelines
• Script → voice → video automations

Metallic Speech Bubble

Lead Nurturing & Conversion Automations

We design AI-driven systems that not only capture leads but also nurture and qualify them. By automating scoring and engagement, we ensure sales teams focus only on the right opportunities.

• Lead scoring systems
• AI-driven qualification chatbots
• Data enrichment workflows
• 24/7 automated engagement

Case Studies

Health Care Appointment Management Automation

We automated the entire scheduling flow — from reading appointment request emails (and their PDFs) to creating structured, color-coded Google Calendar events — eliminating manual entry and ensuring instant, error-free scheduling.

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Sleepless Video Generation

We automated daily video creation from story to YouTube-ready format, drastically cutting production time and freeing creatives.

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B2B Lead Scoring Automation

We automated lead scoring with clear Priority/Secondary/Exclude buckets, enabling faster triage and higher sales efficiency.

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Your Client Concierge That Qualifies Leads Automatically

We replaced static forms with a 24/7 AI concierge that doubled qualified leads and saved ~2 hours of daily manual coordination.

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Turn messy calls into clean minutes, automatically, every time

We turned messy calls into structured minutes in 10 minutes, saving up to 6 hours per meeting and €1,200 in admin costs.

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Visual Forms That Speak Your Clients’ Language — Without Extra Work

We replaced vague briefs with visual forms and moodboards, eliminating 3–4 design iterations and saving €750+ per month.

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Proposals, Auto-Written and On-Brand — In Under 10 Minutes

We cut proposal time from hours to minutes with automated branded docs, boosting consistency by 90% and saving €1,400 monthly.

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Tailored, Automated and Smart Business Case Follow-Ups

We automated follow-ups into smart, tailored briefs, reducing a 30-day process to 30 minutes and saving €1,200 per month.

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From Disorganized Intake to Auto-Created Client Briefs in 2 Minutes

We transformed chaotic intake into a 2-minute automated flow, saving 6–8 hours weekly and cutting kickoff delays by days.

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Drive Ingestion Automation

We ingested and indexed 4,500 Box files automatically, creating a searchable knowledge base that made retrieval instant.

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Vlog Creation Automation

We automated vlog creation end-to-end, reducing production from hours to minutes and empowering non-technical teams to publish.

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ClickUp Task Automation

We automated ClickUp task creation, cutting repetitive admin, reducing errors, and enabling faster project kickoffs.

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See What My Clients Say about Me

"Working with Jeremy has been nothing short of transformative. His exceptional ability to identify systemic inefficiencies and implement strategic automation solutions has revolutionised our entire client management process. What truly sets Jeremy apart is his unique combination of technical expertise and strategic vision. Rather than simply applying techniques, he approaches each challenge as a systems thinker - seeing the interconnected nature of our workflows and designing holistic solutions that address root causes rather than symptoms. Beyond his professional capabilities, Jeremy's work ethic is exemplary. He's consistently delivered complex solutions ahead of schedule, maintained clear communication throughout each project, and shown genuine commitment to our business."

David C. | Director | Architect
Business Ops Automation

"Very professional: not only attentive throughout the duration of the contract, but also quick to resolve any issues that arise. Excellent skills and high-quality work. Highly recommended."

Alvaro C. | Automation Expert

Why Choose Me

Time Saved, Value Gained

Seamless Integrations

End-to-End Support

Proven Expertise

Fewer Errors, More Consistency

Transparent Process

Tailored Solutions

Scalable Growth

Future-Proof Tech

Let's Work
Together

© 2025 jeremydossantos

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