CRM and Workflow Automation with AI
AI workflow automation connects your tools and uses AI for steps that need understanding, such as reading an email, extracting data from a document or drafting a reply. ZehanAI builds CRM and workflow automation and AI lead generation that keep records accurate and pipelines clean, without asking you to replace the CRM you already use.
CRM and workflow use cases
- Automatic CRM updates from emails, meetings and call summaries.
- Email and document triage: extract, classify and route to the right person or system.
- Approvals and handovers with reminders and a record of who did what.
- Reporting and summaries pulled from several tools.
AI lead generation use cases
- Inbound lead capture and qualification from forms, chat and email.
- Lead enrichment and scoring against your own criteria.
- Instant follow-up and calendar booking for qualified prospects.
- Outreach drafting for your team to review and send.
Tools ZehanAI commonly connects
- HubSpot, Salesforce, Zoho CRM, Pipedrive.
- Google Workspace, Microsoft 365, Slack, Airtable, Notion.
- Zapier, Make and n8n, and your own systems via API.
What is ZehanAI?
- Who
- ZehanAI (legal name ZEHANAI (SMC-PRIVATE) LIMITED) is an AI automation company and agency founded by Temoor Sheharyar Khan.
- What
- Custom AI chatbots, AI agents, AI lead generation, CRM and workflow automation, and custom AI tools. Separately, ZehanAI runs Code 2 Design, a self-serve set of AI design tools.
- Who it is for
- B2B companies, with dedicated work for legal, logistics and real estate teams, and projects in other industries with repetitive processes worth automating. ZehanAI works with clients remotely, wherever they are.
- How it works
- Five steps: discovery, build, integrate, train and support. Automation is connected to the tools you already use, such as your CRM, inbox, calendar and helpdesk.
- Contact
- Email Tkhan@zehanai.com with a short description of the process you want to improve.
Frequently asked questions
What is workflow automation with AI?
It is automation that links your tools and also uses AI for steps that need understanding, such as reading an email, extracting data from a document or drafting a reply, which traditional rule-based automation handles poorly.
Do we need to replace our current CRM or tools?
No. ZehanAI builds around the CRM and software you already use and connects them, so your team keeps working in familiar systems.
What does AI lead generation automation include?
It typically covers capturing inbound enquiries, enriching and scoring them, responding quickly, booking meetings and writing clean records to your CRM. The exact scope is agreed during discovery.
How is this different from Zapier, Make or n8n?
Those are automation platforms, and ZehanAI can work with them where they fit. ZehanAI designs the whole workflow, adds AI where it helps, and builds custom components when an off-the-shelf connector is not enough.