AI & Automation Success Stories
See how METAMATION has transformed operations across various industries. These case studies demonstrate how our custom automation solutions have saved time, reduced costs, and improved accuracy for our clients.
Wealth Management Trailing Stop Loss Dashboard
Real-time monitoring of trailing stop losses across diverse asset portfolios with automated alerts and reporting.
Challenge
Manual tracking of stop losses was time-intensive and risked missing critical price triggers.
Results
Service Firm's Interview Scheduling
Automated scheduling system that eliminated back-and-forth emails and reduced coordination time.
Challenge
15+ hours weekly spent manually scheduling interviews with multiple stakeholders.
Results
Law Firm Document Processing
AI-powered document categorization and key information extraction using OCR and natural language processing.
Challenge
20+ hours weekly spent manually reviewing and categorizing legal documents.
Results
AI Calling System for High-Volume Outreach
Conversational AI that screens calls, analyzes transcripts, and automatically updates CRM records.
Challenge
Low contact rates and time-consuming manual data entry after calls.
Results
Rapid Lead Assignment & Engagement
Real-time lead routing system with instant SMS engagement and CRM integration.
Challenge
Hours of delay between lead acquisition and agent contact resulted in lost sales.
Results
Workforce Job Order Processing
AI-driven classification and standardization of workforce job orders.
Challenge
Inconsistent job data required manual cleanup and standardization.
Results
AI-Powered Content Moderation for an Online Community Platform
N8n workflow with OpenAI reduced daily inbox management time by up to 90% by auto-categorizing emails.
Challenge
Overflowing inbox consumed significant time and risked missing critical communications.
Results
Automating Lead Qualification for a B2B Sales Team
Web app reduced resume update time by 75% with AI parsing, PDF generation, and summary creation.
Challenge
Time-consuming manual resume updates and inconsistent formatting across applications.
Results
Streamlining Logistics Operations with Route Optimization AI
Specialized app reduced financial review time by over 80% with visualizations, forecasting, and AI Q&A.
Challenge
Non-profits lacked financial expertise to interpret complex spreadsheet data effectively.
Results
Predictive Maintenance Automation for a Manufacturing Plant
Industry-neutral automation leveraging AI for hyper-personalized cold email outreach, lead deduplication, and campaign tracking.
Challenge
Manual cold email outreach lacked personalization and efficiency.
Results
Automating Lead Transfer & CRM Enrichment
Streamlined sales workflow by automatically transferring interested leads from a lead source platform to a CRM system, enriching CRM data, and notifying sales teams.
Challenge
Slow lead response times causing revenue loss and missed opportunities.
Results
Solving Skilled Labor Shortage with Recruitment Automation
Comprehensive blue-collar recruitment automation reduced time-to-hire from 6 weeks to 9 days and increased qualified applicant pool by 250%.
Challenge
Manual recruitment processes limiting business growth during peak season.
Results
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