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#Knights

AI & Marketing Automation
that turns busywork into better customer journeys.

Connect your marketing tools, automate repetitive work and introduce AI where it genuinely helps. From lead capture and follow-ups to reporting and support—designed, tested and maintained by #Knights.

#Knights original branded service artwork

Trusted by 60+ startups and global brands, across 20+ industries.

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The challenge

Your tools should work together.
Not add more work.

Disconnected systems and repetitive tasks slow down marketing. We focus first on workflows with a clear business purpose.

“

Leads arrive, but nobody follows up fast enough.

Automatically capture enquiries, route them to the right owner and trigger helpful first-touch messages.

“

Our CRM is always incomplete or out of date.

Sync form submissions, campaign sources and contact activity so teams spend less time updating records.

“

We keep copying data between five different tools.

Connect compatible applications to reduce copy-paste, missed steps and duplicate records.

“

We send the same manual emails every week.

Build segmented welcome, nurture and re-engagement sequences with proper consent and unsubscribe controls.

“

Marketing reporting eats up every Monday morning.

Schedule clean data collection and readable dashboards, with exceptions highlighted for review.

“

Prospects wait too long for answers to basic questions.

Use carefully scoped AI assistance for FAQs and qualification, with a clear path to a real person.

“

Our team uses AI, but everyone works differently.

Set shared prompts, review steps, approved sources and clear boundaries around when AI is appropriate.

“

Our automations break and nobody notices.

Add alerts, error handling, retry rules and documented ownership—so failures are visible.

“

We are unsure where automation will pay off.

Assess frequency, manual effort, data quality and risk before spending time building workflows.

Why automate?

Less manual work.
More thoughtful marketing.

Automation does the repeatable work. Your team stays in control of quality, relationships and decisions.

01

Time Back

Reduce repetitive administration so people can focus on creative, strategic and customer-facing work.

01
02

Speed

Capture, enrich and route enquiries without waiting for someone to move information manually.

03

Consistency

Build reliable processes with shared rules, approved messaging and a clear handoff between tools.

04

Visibility

Track what ran, what failed and where leads or customers get stuck before deciding what to improve.

04
Our services

Practical AI & automation
from planning to production.

One team to identify the right opportunities, build connected workflows and make sure people know how to use them.

Automation Strategy & Workflow Audit

Identify repetitive tasks, map your funnel and prioritize opportunities by time saved, data quality and implementation effort.

Workflow MappingAutomation AuditOpportunity ScoringROI Assumptions

Lead Capture & CRM Automation

Connect forms, calendars and lead sources to your CRM, with tagging, routing, deduplication and follow-up triggers.

Lead RoutingCRM SyncData CleanupNotifications

Email & Lifecycle Automation

Build welcome journeys, lead nurture, abandoned-flow reminders where supported, and reactivation with consent-first logic.

Email JourneysSegmentationTriggersLifecycle

AI Assistants & Customer Support

Create bounded AI help for FAQs, lead intake and knowledge retrieval, with escalation to a person and reviewed answers.

Knowledge SourcesFAQ AssistantHuman HandoffQuality Review

Reporting & Operations Automation

Pull approved data sources together, schedule summaries and raise alerts when data or workflows need attention.

DashboardsScheduled ReportsError AlertsCampaign Ops

Integrations, Testing & Optimization

Build with Make, n8n, Zapier or native platform automations as appropriate, and keep improving reliability over time.

Make & n8nAPIs & WebhooksQAMonitoring
Real-world applications

What can you actually automate?

Practical examples from the customer journey. Every workflow is adapted to your platforms, consent requirements and approval needs.

01Example workflow

New lead → CRM → sales alert

A visitor submits a form. We validate the data, add it to the CRM and notify the assigned owner with context.

Forms · CRM · Email
02Example workflow

Lead nurture & appointment reminders

Consent-based follow-ups are triggered after an enquiry, booking or clear customer action.

CRM · Calendar · Email
03Example workflow

AI-assisted FAQ & handoff

An assistant handles approved common questions and routes unclear or sensitive requests to a teammate.

Knowledge Base · Chat · Human Review
04Example workflow

E-commerce lifecycle updates

Connect store events to customer segments, service follow-ups or operational alerts.

Shopify / WooCommerce · Email
05Example workflow

Campaign reporting on schedule

Pull agreed metrics into a digest, highlight anomalies and send the team a timely summary.

GA4 · Ad Platforms · Dashboards
06Example workflow

Content approval & publishing prep

Create a review queue, reminders and asset handoffs across content and social teams.

Sheets · Project Tools · Approvals
How it works

From a trigger to a useful outcome.

Clear business rules first. Then the right integrations, AI assistance where appropriate, and a visible path for errors or approvals.

01 / TRIGGER

Something happens

A form is submitted, an order arrives or a contact enters a segment.

02 / CHECK

Validate the context

Confirm required fields, consent, duplicates and safe business rules.

03 / ACTION

Connect your tools

Create or update records, notify an owner or queue a follow-up.

04 / OVERSIGHT

Log & review

Track successful runs, flag exceptions and escalate when needed.

AI is added only when interpretation, classification or drafting improves this flow. The core workflow remains understandable and testable.

Integrations

We work with the tools you already use.

We choose the simplest reliable connection for the job. Sometimes that is a native feature; sometimes it is an API-driven workflow.

Automation builders

Maken8nZapierNative platform automations

CRM & sales

HubSpotPipedriveForms & calendarsCRM APIs

Marketing & commerce

KlaviyoMailchimpMeta lead formsShopify & WooCommerce

Reporting & collaboration

Google SheetsGA4Looker StudioSlack / Teams

Illustrative integrations, not a claim of every connector being universally supported. Availability depends on your plan, API permissions and provider limitations.

Responsible AI

Smarter systems.
People still in control.

We build around reliability, consent, privacy expectations and clear accountability—not unchecked autonomous decisions.

Approve high-impact actions

Sensitive emails, refunds, account changes and important customer decisions can require a person to approve.

Human oversightQuality by design

Keep customer data controlled

Limit account permissions, avoid unnecessary data sharing and map where information is processed.

Human oversightQuality by design

Make failures visible

Create logs and alerts for failed runs, broken integrations, missing inputs and usage limits.

MonitoringOperational safety

Measure quality—not hype

Test AI outputs and business rules on realistic cases, then tune what needs improvement.

MonitoringOperational safety
Deliverables

Working automations.
Clear ownership.

Each engagement includes more than connections between apps: you get tested logic, visibility into exceptions and an understandable handover.

01

Automation opportunity map

A prioritized list of workflows, current bottlenecks, expected benefits and implementation dependencies.

02

Process blueprint & data flow

Clear triggers, business rules, connected systems, handoffs and exceptions before anything goes live.

03

Configured workflows & integrations

The agreed automations built in your approved tools, with real test cases and scoped data access.

04

AI prompt & knowledge setup

For AI-enabled work: approved sources, response rules, fallback behavior and evaluation examples.

05

Testing, safeguards & monitoring

Checks for duplicates, errors, unexpected answers and failed events, plus alerts and manual override routes.

06

Documentation & team handover

A usable workflow inventory, operating guidance, ownership details and next-step optimization recommendations.

Modern marketing analytics dashboard
Our methodology

A measured 5-phase
automation delivery process

A focused workflow can be ready within a few weeks once access and requirements are confirmed; multi-system or AI-heavy work takes longer.

Phase 1

Discover & Prioritize

Week 1
  • Understand current processes and goals
  • Identify high-frequency tasks and data gaps
  • Choose a manageable first workflow
Phase 2

Map & Design

Week 1–2
  • Agree triggers, inputs and approval steps
  • Confirm tools, API access and permissions
  • Define the exceptions and fallback path
Phase 3

Build & Connect

Weeks 2–3
  • Configure integrations and automations
  • Set up approved AI prompts where relevant
  • Add records, routing and notifications
Phase 4

Test & Launch

Weeks 3–4
  • Run sample and edge-case tests
  • Review security, consent and data handling
  • Publish gradually with alerts enabled
Phase 5

Measure & Improve

Ongoing
  • Monitor failures and outcomes
  • Refine flows as needs change
  • Document updates and train owners
Industries

Automation that fits your
real operating model.

A good workflow reflects how your team and customers actually work—not an off-the-shelf promise.

Industries we support

💼 B2B & SaaS

Lead qualification, demo routing, CRM hygiene and campaign-to-sales handoffs.

🏕️ Travel & Tourism

Enquiry acknowledgement, booking follow-ups and guest communications.

📱 Apps & Technology

Lifecycle messages, onboarding triggers and support triage.

💳 Finance & Fintech

Compliance-aware handoffs and internal notifications with human approval points.

🏗️ Construction & Real Estate

Lead assignment, viewing requests and sales pipeline reminders.

🛒 E-commerce & DTC

Post-purchase updates, product-data sync and consent-based retention journeys.

🩺 Health & Wellness

Scheduling, administrative reminders and careful escalation for sensitive requests.

🍽️ Food & Hospitality

Reservation enquiries, event follow-ups and review request workflows.

🎓 Education & Coaching

Enrolment enquiries, appointment scheduling and course onboarding.

Built for different teams

🚀 Startups

Start with one workflow that removes a real bottleneck instead of automating everything.

🏢 Growing SMEs

Connect existing tools and standardize processes as the team gets busier.

🤝 B2B Teams

Reduce lost leads and help sales teams respond with the right context.

🛍️ Consumer Brands

Link store, CRM and marketing platforms around retention and support.

📍 Local Businesses

Automate enquiries and reminders without requiring a complex technology stack.

Selected digital work. Real outcomes.

Coach360 official case-study featured image
Sports tech Brand & acquisition

Coach360

A complete visual and marketing system to make a complex coaching platform easy to understand and promote.

FranceOngoing since Nov 2024Video · UI/UX · Email
+350% App user acquisition
View full case study
BabaCamper official case-study featured image
Travel & tourism Web & SEO

BabaCamper

A booking-ready website and SEO strategy that brought international travellers to a Moroccan campervan brand.

Morocco6-month engagementWebsite · Booking · SEO
11K Monthly organic visitors in 3 months
View full case study
BCIF official case-study featured image
FinTech SEO & content

BCIF

A marketing-led digital overhaul: new website, SEO content engine, reporting and investor-focused positioning.

Switzerland3-month projectSEO · Website · Content
+1,200% Organic traffic growth
View full case study
Well Built Consulting official case-study featured image
B2B Brand & content

Well Built Consulting

Brand voice, social design and an always-on content engine for US construction consultants.

United States6-month projectBrand · Social · Video
104 Promotional posts in 4 months
View full case study
BCIF Gold official case-study featured image
FinTech Website launch

BCIF Gold

A fast-moving digital launch combining the website, content, social assets and a memorable 3D coin identity.

Slovenia1-week launchWebsite · Content · Design
1 week Project delivery time
View full case study

Our rating based on verified client reviews

Your team

Meet your #Knights
automation team

Workflow specialists, marketing strategists and integration experts working together to build automations that fit your team—not the other way around.

Workflow-first designAI with guardrailsConnected marketing stackDocumented handoverHuman-in-control systems

01Account & Project Lead

Owns your brief, milestones, approvals and communication across the project.

02Marketing Automation Strategist

Maps the funnel, identifies worthwhile automation and defines measurable success criteria.

03Workflow & Integration Specialist

Builds triggers, routing rules, API connections and robust exception handling.

04AI Solutions Specialist

Configures model-assisted tasks, knowledge sources, prompt boundaries and response review.

05CRM & Lifecycle Specialist

Connects contacts, segments, email journeys and sales handoff logic.

06Data & Reporting Specialist

Validates events, creates monitoring views and tracks workflow health.

07QA & Enablement Specialist

Tests real-world scenarios and makes documentation and team adoption practical.

Pricing

Start with one smart workflow.
Scale when it proves useful.

Competitive, scope-led implementation packages for the Moroccan market. Select a currency and engagement duration to explore the available commitment discounts.

Prices are one-time implementation starting fees, not monthly subscriptions. The 3-month (−10%) and 6-month (−20%) selections offer discounted build fees with a separately agreed ongoing improvement engagement. Hosting, messaging fees, third-party software, AI/API usage, WhatsApp fees and new scope are excluded. USD/EUR conversions are indicative; MAD is the reference currency. Custom work is quoted after discovery.

Connected marketing

Need AI and
other marketing services?

Combine automation with email marketing, CRM, paid campaigns, content, website work or analytics. Get one joined-up plan around your existing tools and priorities.

Build Your Package
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Why #Knights

Why teams choose #Knights
for practical automation

Thoughtful implementation, clear responsibilities and marketing-aware systems that support people instead of creating new complexity.

Business Outcomes First

We start with a repetitive process and a measurable operational problem, not with a flashy AI demo.

Marketing + Technical Expertise

The people designing your workflows understand funnels, customer journeys and the tools behind them.

Human Oversight Built In

Important decisions, sensitive messages and uncertain outputs can be routed to a person for approval.

Integrations That Fit

We prefer native features and stable APIs when they solve the job, instead of forcing a complex custom stack.

Transparent Scope

You see which workflows, integrations and edge cases are covered before implementation starts.

Error Handling Matters

Alerts, logs, fallback paths and retries are part of responsible automation design.

Clear Pricing

We separate implementation from monthly software, usage and optional ongoing support.

Documentation & Ownership

Your team gets a workflow map, handover and guidance so the automation is not a black box.

Iterative Improvement

We start with a useful first workflow, measure behavior and expand only where the value is clear.

FAQ

Frequently asked questions

What is the difference between AI and automation?

Automation follows defined rules and triggers. AI can help interpret language, classify inputs or draft answers, but needs testing, boundaries and often human review.

Do we need new tools to start?

Often not. We assess your existing CRM, forms, email platform and integrations first, then recommend additional software only when needed.

Which platforms can you connect?

Depending on the available APIs and your access level, examples include HubSpot, Shopify, WooCommerce, Mailchimp, Klaviyo, Google Workspace, Meta lead forms, Make, Zapier and n8n.

Can you build a WhatsApp automation?

Potentially, using approved WhatsApp Business Platform providers and templates where required. Meta and provider charges and platform eligibility are separate.

How long will a workflow take?

A straightforward workflow may take one to two weeks once access and scope are ready; complex AI or cross-platform projects require additional design and testing.

Do you offer ongoing monitoring?

Yes. Optional support can include monitoring, troubleshooting, updates and improvements, scoped separately from the initial build.

Can AI answer every customer message by itself?

We do not recommend unrestricted replies for high-stakes or sensitive issues. We define allowed topics, approved sources, escalation and human review.

How do you handle customer data?

We use least-privilege access, document data flows and review retention, consent and third-party processing requirements with you. Your team remains responsible for legal compliance and approvals.

Will this guarantee more sales or save a fixed number of hours?

No fixed outcome is guaranteed. We agree a baseline, implement a narrow workflow and measure the operational impact over time.

Do the prices include ChatGPT, Make, n8n and other subscriptions?

No. Software subscriptions, AI model usage, WhatsApp messages, hosting and other provider costs are billed separately unless a proposal states otherwise.

How do the 3-month and 6-month discounts work?

They reduce the fixed-price implementation fee when the project is accompanied by an agreed three- or six-month engagement. They do not make the one-time build a monthly subscription.

Do we own the workflows after delivery?

Ownership, accounts and licenses are clarified in the proposal. We aim to build in client-controlled accounts and provide documentation and access at handover.

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Your next smart workflow
starts here.

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