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    AI integration in your processes

    SmartNexo AI integration puts language models —such as OpenAI, Claude or Gemini— to work inside your processes and systems. It is for tasks that require understanding language: reading emails and documents, classifying requests, summarizing conversations or answering with your business information, always with a person in the loop.

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    L-04 · AIOnline
    EmailThe AIOut to your systems

    What it does

    1. 01Reads emails, messages and documents and extracts the data that matters.
    2. 02Classifies requests by type, urgency or intent and routes them to the right person.
    3. 03Summarizes conversations and calls so your team does not start from scratch.
    4. 04Answers with your business information from a knowledge base of your own.
    5. 05Picks the model for each task (OpenAI, Claude or Gemini), weighing quality and cost.
    6. 06Leaves sensitive decisions to a person, with clear review rules.

    What it looks like in practice

    Illustrative exampleEmail
    In

    Email from a customer with a request and a PDF attached.

    Example
    The AI

    Reads the email and the attachment, identifies the type of request, extracts the data and prepares a summary for the person in charge.

    Out to your systems
    • Request type
    • Extracted data
    • Summary
    • Owner assigned

    What it connects to

    AI works inside the apps you already use: it receives the text from them and leaves the result where your team needs it.

    The brain: AI models

    • OpenAI
    • Claude
    • Gemini

    Apps we have already connected

    Productivity
    Notion · Google Drive and Docs · Airtable · Microsoft 365
    Channels
    Gmail · Telegram · Instagram · Messenger
    Sales and scheduling
    Pipedrive · Calendly · Google Calendar
    Payments and store
    Stripe · PayPal · Shopify
    Work management
    Trello · Monday

    Your system has no integration? We build the connector.

    We have built custom CRMs and ERPs, connectors (CLI) for apps with no native integration, and our own booking calendars when nothing on the market fit. If your operation runs on an in-house system, the agent connects to it too.

    How we implement it

    1. Trace the workflow

      We identify the tasks where your team reads, classifies or summarizes by hand, and measure how long they take today.

    2. Rules or AI?

      We confirm they really require understanding language; if a rule solves it, we use the rule.

    3. Agent and human

      We choose the model, prepare the knowledge base and define what a person reviews before acting.

    4. Safe zone

      We agree on what information the model can see, what it never receives and which answers it does not give on its own.

    5. Objectives measured

      We measure accuracy, time saved and cases a person had to correct, against the baseline.

    See the full TRAZO Method

    When it is not worth it

    We tell you before we start, not after:

    • If the task always has the same answer for the same input, a rule is cheaper and more predictable than AI.
    • If a mistake is very costly and nobody reviews, AI should not decide alone.
    • If the volume is low, it may be more efficient for a person to keep doing it.

    Frequently asked questions

    Which artificial intelligence models do you use?
    We work with models from OpenAI, Claude (by Anthropic) and Gemini (by Google). We choose based on the task, the quality it demands and its cost.
    Does the AI make decisions on its own?
    Only those agreed in advance. In step A of the TRAZO Method we define what a person reviews or approves, and in step Z, what it never answers on its own.
    What information does the AI see?
    Only what is agreed in step Z (Safe zone): we define what data it can read, what it never receives and who approves changes.
    How much does it cost?
    It depends on the volume, the channels and the integrations your case needs. That is why we do not publish prices: write to us on WhatsApp and we will send you a quote once we understand your process.
    Fig. 09 — Open a lineLine open

    The switchboard is open. Write to us.

    Talk to SmartNexo on WhatsApp or write to info@smartnexo.com

    We reply in less than 2 hours