AI Automation Case Studies by ZapWizards

Real Results. Real Magic.

Automation & AI Success Stories

Explore transformations across industries — powered by ZapWizards. Browse real examples of workflow automation, AI agents, RAG systems, custom internal tools, data processing automation, CRM automation, CRE automation, and intelligent integrations. Use AI to find case studies relevant to your needs.

Explore real-world automation transformations across Commercial Real Estate, SaaS, Finance, Operations, Marketing, Sales, HR, and eCommerce. Discover how companies use AI automation, API integrations, underwriting automation, CRM automation, RAG pipelines, AI agents, data ingestion systems, and custom workflow automation to scale operations and reduce manual work.

Summon a Wizard

AI Automation Case Study Finder – Search Automation, AI, RAG, CRM, Operations, and Industry-Specific Case Studies

🧙‍♂️ Tell the Wizard What You Seek, I'll Summon the Most Relevant Case Studies

|
Flagship

Flagship automation solution featuring Integration, Workflow Automation, AI Implementation. Built with OpenAI and Retool.

52%

Operational Workload Reduction

8× faster

Cross-Department Handoffs

95+

Spreadsheets Eliminated

OpenAIRetoolHubSpot+1
Read Case Study
Flagship

Flagship automation solution featuring Document Processing, AI Implementation, Reporting. Built with OpenAI and Retool.

14 days → 3 hours

Quarterly Reporting Time

12 min → 45 sec

Document Processing

2.5×

Scale Without Hiring

OpenAIRetoolMake.com
Read Case Study
Flagship

Flagship automation solution featuring AI Implementation, Reporting, Integration. Built with OpenAI and HubSpot.

95%

Reporting Workload Reduction

3× faster

Creative Testing Cycle

22 → 44

Client Growth Without Hiring

OpenAIHubSpotRetool+1
Read Case Study
Commercial Real Estate

Commercial Real Estate automation solution featuring Data Entry, Integration, Lead Management. Built with Make.com and HubSpot.

7

Hours Saved/Day per Analyst

+42%

More Opportunities Reviewed

0

Missed Listings in Target Zips

Make.comHubSpotRetool+1
Read Case Study
Commercial Real Estate

Commercial Real Estate automation solution featuring Document Processing, AI Implementation, Workflow Automation. Built with OpenAI and Make.com.

70%

Analyst Workload Reduction

<3 min

Screening Time per Deal

70+

Deals Processed Monthly

OpenAIMake.comHubSpot+1
Read Case Study
Commercial Real Estate

Commercial Real Estate automation solution featuring Reporting, Document Processing, Workflow Automation. Built with Make.com and HubSpot.

80%

Communication Time Saved

0

Missed Compliance Checkpoints

100%

File Traceability

Make.comHubSpotRetool+1
Read Case Study
Commercial Real Estate

Commercial Real Estate automation solution featuring Integration, Workflow Automation, Data Entry. Built with Make.com and Retool.

+19%

Revenue Increase

65%

Ops Workload Reduced

0

Missed Turnovers

Make.comRetool
Read Case Study
Commercial Real Estate

Commercial Real Estate automation solution featuring Lead Management, Integration, Reporting. Built with Make.com and HubSpot.

<2 min

Lead Response Time

+27%

Lead Conversion Improvement

100%

Team Performance Visibility

Make.comHubSpotRetool+1
Read Case Study
SaaS & Technology

SaaS & Technology automation solution featuring Lead Management, AI Implementation, Workflow Automation. Built with OpenAI and Make.com.

3 min

Response Time

+22%

Lead-to-Demo Conversion

~40%

Sales Workload Reduction

OpenAIMake.comHubSpot+1
Read Case Study
SaaS & Technology

SaaS & Technology automation solution featuring Workflow Automation, Integration, AI Implementation. Built with Make.com and HubSpot.

+18%

Activation Rate Increase

+12%

Freemium → Paid Conversion

30%

Support Tickets Reduced

Make.comHubSpotRetool+1
Read Case Study
SaaS & Technology

SaaS & Technology automation solution featuring Reporting, Integration, Data Entry. Built with Retool and Make.com.

100%

Data-Driven Decisions

+9%

Retention Improvement

Full

Feature Visibility

RetoolMake.comHubSpot
Read Case Study
SaaS & Technology

SaaS & Technology automation solution featuring Workflow Automation, Integration, Reporting. Built with Make.com and HubSpot.

+35%

Payment Recovery

14%

Churn Reduction

10

Hours Saved/Week

Make.comHubSpotRetool+1
Read Case Study
SaaS & Technology

SaaS & Technology automation solution featuring AI Implementation, Workflow Automation, Integration. Built with OpenAI and Make.com.

50%

Workload Reduction

3× faster

Response Time

100%

Ticket Accuracy

OpenAIMake.comRetool
Read Case Study
Fitness & Wellness

Fitness & Wellness automation solution featuring Workflow Automation, AI Implementation, Integration. Built with OpenAI and Make.com.

-38%

Admin Workload

4× faster

Lead Conversion

+73%

Member Engagement

OpenAIMake.comNext.js+1
Read Case Study
eCommerce

eCommerce automation solution featuring Integration, Workflow Automation, Data Entry. Built with Make.com and Retool.

0

Overselling

-70%

Ship Time

Eliminated

Manual Work

Make.comRetool
Read Case Study
eCommerce

eCommerce automation solution featuring Lead Management, Workflow Automation, Integration. Built with Make.com and Airtable.

Creator Partnerships

-80%

Outreach Time

+120%

Affiliate Revenue

Make.comAirtableOpenAI
Read Case Study
eCommerce

eCommerce automation solution featuring Integration, Reporting, Workflow Automation. Built with Make.com and Retool.

-90%

Stockouts

+15%

Profit Margins

<2 hours

Review Response Time

Make.comRetoolOpenAI
Read Case Study
eCommerce

eCommerce automation solution featuring Workflow Automation, Integration, AI Implementation. Built with Make.com and HubSpot.

-28%

Churn Reduction

+40%

Payment Recovery

-45%

Support Load

Make.comHubSpotOpenAI
Read Case Study
eCommerce

eCommerce automation solution featuring Lead Management, Workflow Automation, Document Processing. Built with Make.com and Retool.

3 weeks → 3 days

Onboarding Time

+35%

Vendor Quality Score

10× faster

Application Processing

Make.comRetoolOpenAI
Read Case Study
Finance

Finance automation solution featuring Document Processing, Workflow Automation, AI Implementation. Built with OpenAI and Make.com.

-60%

Time to Close

Automated

Document Collection

+25%

Underwriting Accuracy

OpenAIMake.comRetool
Read Case Study
Finance

Finance automation solution featuring Document Processing, Workflow Automation, Integration. Built with Make.com and Retool.

-85%

Verification Time

-60%

False Positives

100%

Compliance Coverage

Make.comRetoolOpenAI
Read Case Study
Finance

Finance automation solution featuring Reporting, AI Implementation, Document Processing. Built with OpenAI and Retool.

3 weeks → 4 hours

Report Production

Audit-Ready

Quality

Strategy over Admin

Advisor Focus

OpenAIRetool
Read Case Study
Professional Services

Professional Services automation solution featuring Document Processing, AI Implementation, Integration. Built with OpenAI and Make.com.

-6 days

Month-End Close

-80%

Manual Data Entry

-30%

Categorization Errors

OpenAIMake.com
Read Case Study
Professional Services

Professional Services automation solution featuring Workflow Automation, Integration, Reporting. Built with OpenAI and Retool.

+23%

Billable Hours Captured

Dramatically Reduced

Deliverable Delays

Real-Time

Partner Visibility

OpenAIRetoolMake.com
Read Case Study
Professional Services

Professional Services automation solution featuring Document Processing, AI Implementation, Reporting. Built with OpenAI and Retool.

-70%

Document Review Time

99%

Clause Extraction Accuracy

Weeks Faster

Restructuring Speed

OpenAIRetool
Read Case Study
Finance

Finance automation solution featuring Lead Management, Workflow Automation, Integration. Built with OpenAI and Retool.

Follow-Up Consistency

Never Missed

Compliance Tasks

10 hrs/week

Advisor Time Saved

OpenAIRetoolHubSpot
Read Case Study
Operations

Operations automation solution featuring Workflow Automation, AI Implementation, Reporting. Built with Retool and Make.com.

78% → 99%

Inventory Accuracy

-40%

Production Delays

-85%

Compliance Reporting Time

RetoolMake.com
Read Case Study
Operations

Operations automation solution featuring Workflow Automation, AI Implementation, Integration. Built with Retool and Make.com.

-70%

Scheduling Time

-92%

Payroll Errors

12-18%

Labor Cost Savings

RetoolMake.com
Read Case Study
Operations

Operations automation solution featuring AI Implementation, Reporting, Integration. Built with Make.com and Retool.

2-6 hours earlier

Delay Detection

-20%

SLA Breaches

Full

Operational Visibility

Make.comRetool
Read Case Study
Operations

Operations automation solution featuring AI Implementation, Document Processing, Workflow Automation. Built with OpenAI and Retool.

-50%

Onboarding Time

3 weeks → 3 days

SOP Update Cycle

+30%

Process Adherence

OpenAIRetool
Read Case Study
HR

HR automation solution featuring Workflow Automation, AI Implementation, Integration. Built with OpenAI and Make.com.

-60%

Onboarding Time

Zero

Provisioning Errors

Achieved

Day 1 Productivity

OpenAIMake.com
Read Case Study
HR

HR automation solution featuring Workflow Automation, Integration, Reporting. Built with Make.com and Retool.

-80%

HR Reconciliation Time

Eliminated

PTO Errors

Full

Leave Compliance

Make.comRetool
Read Case Study
HR

HR automation solution featuring AI Implementation, Reporting, Workflow Automation. Built with OpenAI and Retool.

Significantly Improved

Team Allocation Accuracy

Reduced

External Hiring

Achieved

Career Growth Clarity

OpenAIRetool
Read Case Study
HR

HR automation solution featuring AI Implementation, Document Processing, Workflow Automation. Built with OpenAI and Retool.

-55%

HR Ticket Volume

90%

Instant Policy Answers

Minutes

Policy Update Speed

OpenAIRetool
Read Case Study
Marketing

Marketing automation solution featuring AI Implementation, Reporting, Integration. Built with OpenAI and Retool.

-21%

CAC Reduction

Dynamic

Budget Optimization

First Time

Accurate Exec Reporting

OpenAIRetoolMake.com
Read Case Study
Marketing

Marketing automation solution featuring Workflow Automation, AI Implementation, Document Processing. Built with OpenAI and Airtable.

3.2×

Content Throughput

-60%

Editing Time

Improved

SEO Rankings

OpenAIAirtableMake.com
Read Case Study
Marketing

Marketing automation solution featuring AI Implementation, Reporting, Integration. Built with OpenAI and Make.com.

+27%

Performance Improvement

Shortened

Testing Cycles

Significantly Reduced

Wasteful Spend

OpenAIMake.comRetool
Read Case Study
Marketing

Marketing automation solution featuring Workflow Automation, Integration, Reporting. Built with Make.com and Airtable.

-40%

Campaign Delays

Dramatically Improved

Cross-Team Communication

Standardized Org-Wide

Reporting

Make.comAirtableHubSpot
Read Case Study
Marketing

Marketing automation solution featuring AI Implementation, Reporting, Workflow Automation. Built with OpenAI and Retool.

+28% in 90 days

Search Traffic

-70%

Decay Incidents

Clear

Editorial Prioritization

OpenAIRetoolMake.com
Read Case Study
Sales

Sales automation solution featuring AI Implementation, Workflow Automation, Lead Management. Built with OpenAI and HubSpot.

+34%

Reply Rates

SDR Output

Increased

AE Time on Closing

OpenAIHubSpotMake.com
Read Case Study
Sales

Sales automation solution featuring Integration, Reporting, AI Implementation. Built with Retool and HubSpot.

-18%

Churn Reduction

+22%

Upsell Conversions

Within 7%

Pipeline Forecast Accuracy

RetoolHubSpotMake.com
Read Case Study
Sales

Sales automation solution featuring Lead Management, Workflow Automation, AI Implementation. Built with Make.com and HubSpot.

<1 minute

Lead Response Time

+27%

Conversion Improvement

Increased

Rep Accountability

Make.comHubSpotRetool
Read Case Study
Sales

Sales automation solution featuring Document Processing, Workflow Automation, AI Implementation. Built with OpenAI and Make.com.

5 hours → 20 minutes

Proposal Turnaround

Near Zero

Error Rate

+11%

Close Rates

OpenAIMake.comRetool
Read Case Study

Ready to Transform Your Operations?

Let's discuss how automation and AI can revolutionize your workflows.