As Planfix CRM integrators, we find such case studies especially valuable — often, it’s these kinds of examples that spark new automation ideas for our clients.

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Unexpected but Effective: Shadow Teams

One of the most surprising approaches is the creation of so-called shadow teams. These are small, autonomous internal initiatives that operate alongside the main team, functioning like internal startups. Their mission is to test unconventional hypotheses, try out new tools, and not be afraid to “break” the core process.

And that’s exactly where artificial intelligence came into play.

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AI as a Colleague: More Than Just a Chatbot

Planfix went beyond the typical AI use cases. In addition to chatbots and analytics, they implemented AI for:

• sentiment analysis of customers,
• modeling employee engagement,
• automatically generating internal reports.
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This led to measurable results:
📉 30% fewer repeated customer inquiries,
⏱ 20% less time spent on report preparation.

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Goshka’s key takeaway?
Efficiency isn’t about “working more,” but about working differently.

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📎 Read the full article here:
Unconventional Ways To Boost Business Efficiency As A Startup CEO

This is already the second Forbes article by Planfix’s founder. In the first one, he shared five very practical productivity tips based on 14 years of experience running a SaaS company.

Highly recommended reading:
Five Productivity Hacks From An SaaS Leader

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Why Are We Sharing This?

As Planfix integrators, we don’t just configure fields, processes, and integrations. We’re constantly on the lookout for ideas that can truly improve team performance — and Planfix offers plenty of those.

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One example: our product “Planfix & AI Assistant Integration”, which helps automate customer inquiry processing. Learn more in our article:
👉Integration of CRM and AI: How to Automate Customer Inquiry Processing

If you’re intrigued by experiments like these — we’d love to connect.
📬 Tell us what you’ve already tried and what worked. And if you want to test AI integration — just send a request, and we’ll be happy to assist.

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