Lead & Client Intake
Capture inquiries, organize information, qualify leads, update your CRM, coordinate scheduling and manage follow-up.
We connect your tools, automate repetitive work, and build AI agents that can take on more complex tasks across your operation.
The result is less manual coordination, clearer information flow, and systems that can grow with your business.
From lead management and client onboarding to document processing, reporting, scheduling, and AI agents, BOTANIA builds systems that reduce manual work and keep information moving between the tools your team uses.
Capture inquiries, organize information, qualify leads, update your CRM, coordinate scheduling and manage follow-up.
Connect onboarding, documents, approvals, communication, recurring tasks and internal handoffs.
Use AI agents to gather information, organize findings, analyze inputs and prepare recurring reports or briefings.
Turn incoming documents into structured information that can move into the systems your team already uses.
Connect requests, calendars, availability, reminders and follow-up without relying on someone to coordinate every step manually.
Give teams a better way to find and work with information spread across documents, tools and internal resources.
Follow a process from start to finish to see where automation, AI agents, your existing tools, and human decisions work together.
We don’t automate everything.
We automate what makes sense.
Some work needs more than a fixed workflow. It may require information to be interpreted, several tools to be used, or multiple steps to be coordinated.
BOTANIA builds AI agents for that work.
Each agent is given a defined role, the tools and information it needs, and clear boundaries for when it can act independently and when your team should step in.
Review inquiries, gather context, qualify opportunities and prepare the next step.
Gather information from multiple sources, organize findings and prepare reports or briefings.
Collect information, identify what is missing, update systems and coordinate next steps.
Read documents, extract information, classify it and route it where it needs to go.
Find and work with information across company documents and internal resources.
Coordinate recurring multi-step work across the tools a business already uses.
An AI agent can handle a specific role
or work as part of a larger operational system.
Giving AI the ability to work across business tools requires clear boundaries.
BOTANIA designs those boundaries from the beginning, including what an agent can access, what it can do independently, when approval is required, and what happens when something does not go as expected.
Not every action requires approval.
The level of autonomy is designed around the work, the risk and your preferences.
Most businesses already have the software they need. The problem is often what happens between those tools.
Information gets copied manually, updates live in different places, and someone has to keep the process moving from one system to another.
BOTANIA connects those tools through integrations, APIs, automation and AI so information can move through the operation without relying on constant manual coordination.
When the work requires interpretation, reasoning or coordination across several steps, AI agents can work across those connections as part of the larger system.
You do not need to replace everything that already works.
Already have tools your business depends on?
We’ll look at how they can connect, what information needs
to move between them, and what should happen automatically.
A BOTANIA system can use
any combination of these.
Choose one task your team repeats regularly. Rough numbers are enough.
Based on 46 working weeks, with a workweek taken as 40 hours. An estimate to help identify opportunities, not a guaranteed result.
Tell us where work slows down, repeats or gets disconnected. We’ll look at how the process works today, what could be improved, and what kind of system would make sense.