AI automation agency

Manual processes with Automate AI, production ready

CodeGuides develops AI-powered automation solutions for companies: process documents, classify emails, extract data and close system breaks. Not as a demo, but in productive operation.

  • Individual AI workflows, integrated into existing systems
  • Documents, emails, tickets and ERP processes
  • MVP approach: quick start with measurable results
  • Secure AI infrastructure for internal data and automation workflows

Bring a specific process with you, we will check technical feasibility and automation potential.

  • AI automation from Germany
  • ERP and CRM integration
  • Documents, emails, tickets
  • Productive operation instead of demos

This is how CodeGuides connects input data, AI processing and your target systems

Input data

  • PDF invoices & contracts
  • Email inbox
  • Form data & uploads
  • ERP/CRM exports
  • Support Tickets

AI processing

  • Data extraction (OCR + LLM)
  • Classification & Routing
  • Transformation & Validation
  • Error handling & logging
  • Rule-based escalation

Result in the system

  • ERP data record filled
  • CRM entry updated
  • Ticket routed correctly
  • Report created automatically
  • Notification triggered

Selected projects and customers

Wildau University of Technology
Secanda AG
SENSYS GmbH
Knorr-Bremse AG
Zaibr Innovations GmbH
DTAD AG
Findeling GmbH
Netcom GmbH
Individual AI workflows ERP & CRM integration Documents, emails, tickets Productive operation GDPR compliant from Germany

Where AI automation has the greatest leverage

Not every process is suitable for AI automation. These patterns show where use makes economic sense.

Manual process today

1
Document or email arrives
2
Employee opens, reads and interprets
3
Transfer data manually into the system
4
Forwarding or processing by hand
5
5 to 15 minutes per operation, prone to errors

With AI automation

1
Document or email arrives
2
AI extracts and classifies automatically
3
Transfer data to the target system in a structured manner
4
Routing, validation and logging automatically
5
Seconds per operation, consistent and scalable
Recurring document processing

Invoices, contracts and forms that expire the same every day are ideal for AI automation.

Email volume without structure

Manual email categorization and forwarding costs time, AI classifies and routes automatically.

Data transfer between systems

Manual data transfers between systems without a direct interface tie up capacity unnecessarily.

Support and ticket processing

Incoming tickets are categorized, prioritized and enriched with standard information.

Reporting and data merging

Manually compiling reports from different sources regularly costs hours.

Knowledge bases and FAQ search

AI-powered search delivers instant, accurate answers from your manuals, instead of manual searches.

AI automation works when it is embedded in real systems and processes.

CodeGuides develops the connection between the AI ​​model, your data and your existing systems so that automation runs productively.

Input
AI analysis
System filled

AI automation projectsthat we implement

No generic promises. These automations are technically feasible and bring measurable benefits.

01

Automate invoice processing

Invoice_Supplier_042.pdf
Supplier: Müller GmbH
Amount: €4,820.00
Due: July 15, 2025
→ Transfer ERP ✓

Incoming invoices as PDFs are opened manually, data is read out and transferred to the ERP.

KI automatically extracts supplier, amount, items and payment terms from PDFs and transfers structured data to the ERP.

  • Less manual data entry
  • Faster processing times
02

Email classification and routing

Re: Delivery order #8812 Order
Complaint: Goods damaged Complaint
Request: Offer creation Request

Incoming inquiries, orders and complaints are manually read, categorized and forwarded to the correct department.

AI classifies emails, extracts relevant fields and routes them automatically, with escalation logic for unknown categories.

  • Faster response times
  • Less manual sorting work
03

Contract review and risk marking

Service Contract_v3.pdf
Duration: 24 months
Cancellation: 6 months notice ⚠
Liability: §12, checked

Contracts are checked manually for critical clauses, terms and notice periods, which is time-consuming and error-prone.

KI analyzes contract documents, highlights relevant passages and creates a structured summary of the key points.

  • Faster contract review
  • Systematic recording of critical clauses
04

Support ticket categorization

#5041,"Software crashes during export"
Priority: High · Team: Engineering · Component: Export module

Incoming support tickets are manually read, prioritized and assigned to the correct team.

AI categorizes, prioritizes and routes tickets automatically, enriched with relevant information from the knowledge base.

  • Faster initial response
  • More even load distribution
05

Data transfer between systems

Order form
structured
ERP system
Order created ✓

Data from forms, emails or exports is manually transferred to ERP, CRM or other systems.

AI extracts and transforms data, passes it to target systems in a structured manner, with validation and error logging.

  • System breaks closed
  • Lower error rate
06

Automated reporting

Weekly report automatically

Reports are compiled and formatted manually from various sources on a weekly or monthly basis.

KI aggregates data from source systems, structures it and delivers ready-made reports, time-controlled or on demand.

  • Less manual reporting work
  • More consistent database

Do you recognize one of these processes? Then we will check the technical feasibility together.

The technical basis for productive AI automation

Many AI automations fail not because of the model, but because of the lack of a technical basis. Data is in SharePoint, CRM, ERP, ticket systems and PDFs. Rights, data protection, traceability and operation must be taken into account right from the start.

CodeGuides can build an in-house AI platform that connects your data sources, controls AI workflows and securely integrates automation into existing processes.

Architecture: From your data to AI automation

Your data sources

  • SharePoint & Documents
  • Email & Forms
  • CRM & ERP
  • Ticket systems
  • Databases

Internal AI platform

  • Roles & Rights
  • RAG / Wissenszugriff
  • AI workflows
  • Interfaces
  • Monitoring & Operations

Automation results

  • Process steps without manual work
  • Documents processed in a structured manner
  • Systems filled automatically
  • Escalations routed correctly
  • Operation and control secured
Connect internal data sources

Make documents, wikis, SharePoint, CRM, ERP, ticket systems or databases usable, controlled and traceable.

Consider roles and rights

Employees only see the information that they are allowed to use. No uncontrolled data access.

Make AI workflows productive

Classification, extraction, summary or decision preparation become real, controllable process steps.

Think about operations and further development

Monitoring, quality assurance and adjustments are not only considered after the MVP, but are planned from the beginning.

AI automation vs. classic RPA

Robotic Process Automation (RPA) automates rule-based processes. AI automation can handle unstructured content.

Criterion Classic RPA AI automation
Unstructured data (free text, PDFs) ✕ Not possible ✓ Core competence
Content understanding & context ✕ Click paths only ✓ Meaning recognized
Flexible formats & layouts ✕ Rigid structures ✓ Format independent
Classification & prioritization ✕ Fixed rules only ✓ Semantisch gelernt
Maintenance effort for changes Up, adjust script Low, model adapts
Combination with system integration ✓ Well suited ✓ Ideal kombinierbar
AI infrastructure and database Individual interfaces, no central AI database Internal AI platform with data connection, rights and workflows possible

This is how it works AI automation project

No long lead time, no months-long concept project. We start with your specific process.

1

Analyze process

Clarify processes, data sources, system landscape and exceptions.

2

Assess automation potential

ROI assessment, data suitability and pilot prioritization.

3

Technical concept

Plan AI model, API architecture, system connections, data protection and error handling.

4

Develop MVP

First productive version for the delimited process, you test with real data.

5

Testing & Quality Control

Systematically check and optimize accuracy, error rates and borderline cases.

6

Productive operation & expansion

Launch, monitoring and logging. Gradual expansion to further processes.

Why CodeGuides for AI automation

AI automation needs software development expertise, not just prompt engineering.

Backend & API development

AI automation needs clean backend architecture, data pipelines and interfaces to existing systems.

System integration from practice

ERP, CRM, DMS, REST APIs, we know integration problems from real projects, not from textbooks.

Monitoring & error handling

Automation in productive operation requires monitoring, logging and fallback strategies, built in from the start.

Data protection by design

What data leaves the company? Access rights and data protection concepts are taken into account right from the start.

Pragmatic MVP entry

No big concept project in advance. We start with a delimited pilot that is running productively.

Medium-sized business experience

Grown processes and system landscapes, not a startup greenfield. This experience flows into every project.

AI infrastructure instead of tool proliferation

Instead of individual, uncontrolled tools, we build an internal company AI infrastructure that brings together data, rights and workflows in a controlled manner.

AI automation usually fails not because of the model, but because of the connection to the system, the lack of error handling or data protection gaps. That is exactly our craft as software developers. Alexander Hähnel · CodeGuides GmbH

Who is it for AI automation suitable?

AI automation makes sense when a process is recurring, data-rich and manually complex.

Well suited

  • Medium-sized companies with recurring, manual back-office processes
  • Companies with high email or document volumes
  • Teams that want to close system gaps between ERP, CRM and other tools
  • SaaS companies that want to integrate AI automation as a feature into their product
  • Projects with a concrete process, measurable effort and existing data

Less suitable

  • Very creative, highly complex decision-making processes without clear rules
  • Processes without existing data or without a digital starting point
  • One-off tasks with no repeat effect

Unsure? In the initial consultation, we check whether your process is suitable for AI automation.

Ready to automate a manual process with AI?

We examine technical feasibility, data availability and system integration, and show what can realistically be automated.

Check process
Plan MVP
Automate productively

None yet clear automation process?

If the target process, data situation or prioritization are still open, structured AI consulting before implementation is often more useful than a direct automation project.

There we clarify which use cases are realistic, whether classic automation or AI is a better fit and which technical basis is necessary for a useful MVP.

Frequently asked questions about AI automation

What is AI automation?

AI automation refers to the use of AI models to automate manual, recurring business processes, e.g. document processing, email classification, data extraction or ticket routing. In contrast to classic RPA, AI can also handle unstructured content such as free text or varying document formats.

How much does an AI automation project cost?

A first MVP for AI automation typically costs between 15,000 and 50,000 euros, depending on the process, the data situation and the system connections. In the initial consultation you will receive a concrete assessment.

Which processes are suitable for AI automation?

Recurring, data-rich processes with manual effort: document processing, email classification, data extraction from PDFs, ticket routing, multi-source reporting and system breaks between ERP, CRM and other tools.

How long does an AI automation project take?

A first MVP for a clearly defined process is often productive in 6 to 12 weeks. More complex system integrations and multiple processes require correspondingly more time.

Do I need my own AI infrastructure?

No. We use existing AI services (e.g. OpenAI API, Azure OpenAI) and integrate them into your existing infrastructure. You don’t need to build your own AI infrastructure.

Can AI automation be implemented in a GDPR-compliant manner?

Yes. We develop with data protection-oriented architecture: data storage in Germany or the EU, clear access rights, logging. We recommend additional legal review by a data protection officer.

What is the difference to RPA?

Classic RPA automates rule-based click paths. AI automation understands content: It can analyze free text, interpret PDFs, classify emails and deal with varying formats.

Can you integrate AI into our ERP or CRM?

Yes, that is one of our focuses. We develop connectors and APIs for connecting AI solutions to ERP, CRM, DMS and other systems.

Can we start with a pilot?

Yes, we strongly recommend an MVP for a delimited process. This quickly delivers measurable results and is the basis for expansion decisions.

Do we need our own AI platform for AI automation?

Not always. For individual use cases, a slim MVP is sometimes enough. If multiple processes, internal data sources, rights or sensitive information are involved, having your own internal AI platform can make sense. In the initial consultation, we check which architecture suits your process.

Can you also connect AI with our internal data?

Yes. We can connect documents, databases, SharePoint, CRM, ERP, ticket systems or other sources, provided access, rights and data protection are clearly clarified.

Another question that isn't answered here? Request automation project
About CodeGuides

CodeGuides is an app and AI agency from Germany for Flutter apps, custom software, AI automation and local AI infrastructure. Consulting and implementation come from a single source: We evaluate use cases technically, build the first pilot and scale it up to company-wide operation, GDPR-compliant and with hosting in Germany.

CodeGuides GmbH · Königs Wusterhausen On the market since 2019 100+ digital projects 100% in-house (DE) Consulting & implementation from a single source

Request AI automation

Describe the process you want to automate. In the initial consultation we check suitability and technical feasibility.

We will respond within one business day.

Or directly: info@codeguides.de · 03375 2510 343

Arrange a meeting

45 minutes, technical assessment of your automation project.

Alexander Hähnel, CodeGuides GmbH
Alexander Hähnel CodeGuides GmbH +49 (0) 3375 2510 343 info@codeguides.de

Was passiert danach?

1

Initial consultation (45 min.)

Clarify the process, data situation and system landscape together.

We check whether a single AI workflow is sufficient for your process or whether an internal AI platform makes sense.
2

Feasibility check

Technical assessment: what can realistically be automated?

3

Offer & MVP Plan

Concrete concept with effort and pilot scope. You decide.

Process check

This is what you should bring with you to the interview:

  • Which process should be automated?
  • How frequently and in what volume?
  • Which systems are involved (ERP, CRM…)?
  • Are there example documents or data?
Choose an appointment in the calendar