Real-world AI case studies in business

These are real Robust Data Solutions cases, anonymized: what the problem was, what we connected and what changed. The first one is ours: this is how we run our own company.

Then come companies that work with our solutions: no company names, just their industry, their size and where each project stands.

360-degree view of the company: email, accounting, customers and documents connected to a single AI

Results at a glance

What we connected and what changed in each case

What all these companies are looking for is the same: peace of mind. Everything working together, without a thousand double-checks, and with guardrails: permissions per person, a log of every operation and a person who decides. Here is each case at a glance:

What we connected What changed
Our own case: Robust Data Solutions · In operation
CRM, email, WhatsApp, calendar, documents and accounting, connected to a single AI, with more than 400 operations available. Since February, more than 2,600 changes made in the CRM by talking to the AI. Reviewing and drafting a 40-page contract went from about 13 hours to one hour of review.
Industrial real estate agency, three people · In operation
All of the agency’s information, which lived in a 17-tab Excel file with 36,000 rules, plus its email. A system with 2,320 records, with each deal’s emails linked to its record.
Plant nutrition manufacturer, present in more than 50 countries · In operation
25,000 analysis parameters brought into its ERP, plus the email through which requests arrive. Robust Autopilots receive the requests, generate the certificate of analysis and send it back, with a person in charge. Its regulatory department went from hours to minutes.
Tax and accounting advisory firm, eleven people · In operation
First, the diagnosis: we measured that half of the team’s productive time went into moving information between programs. The income tax campaign, with the entire workflow automated by Robust Autopilots: the AI prepares and processes, and a person decides.
Chain of hearing care centers · Being implemented
Its clinical system and WhatsApp. The clinical system is managed by talking, and appointment reminders go out via WhatsApp.
Law firms · In operation
Custom legal AI solutions for drafting filings, answering queries and preparing cases. “At least three fewer hours a day per lawyer” on repetitive tasks, in the words of one of them.

Our own case: the whole company on one screen

We sell what we use

In operation

Before offering it to anyone, we use it ourselves. The main proof of what we do is how we work.

The whole company, in one conversation

Robust runs on its own system: CRM, email, WhatsApp, calendar, documents and accounting, all connected to the same artificial intelligence, with more than 400 operations available.

One connector per person

Each person has a single connector with their own permissions, and every operation is recorded in a tamper-proof log. Before changing any data, the system shows what it’s going to do and asks for confirmation.

More than 2,600 changes, by talking

Since February we have made more than 2,600 changes in our CRM by talking to the AI, instead of filling in forms.

Documents searchable by what they say

Almost 600 client and project documents can be searched by what they say, not just by their name.

From your phone to the archive

You take a photo with your phone or attach a PDF in the chat, say where it goes, and it’s filed identical to the original, with the qualified electronic signature intact.

Real Human in the Loop

In a mailing to our partners, the person rejected four of the six corrections the AI suggested before sending it.

Our ERP, migrated

We migrated our ERP without a single accounting mismatch.

A 40-page contract

Reviewing and drafting a 40-page contract used to take us about 13 hours; today, one hour of review.

Ask for this → this happens

“Save this contract in the client’s folder,” with the PDF attached → it’s filed identical to the original, with the qualified electronic signature intact.

“Mark this quote as accepted” → the system shows you what will change and does it when you confirm.

AI case studies in small and mid-sized businesses

Companies like yours

No company names: industry, size and where each project stands.

Industrial real estate agency

In operation

Industry and size: industrial real estate, three people.

The challenge: the agency’s information lived in a 17-tab Excel file with 36,000 rules.

What we did: we moved it to a system with 2,320 records, with each deal’s emails linked to its record.

Ask for this → this happens: “Show me the emails for this deal” → they appear next to its record.

Plant nutrition manufacturer

In operation

Industry and size: plant nutrition manufacturer, present in more than 50 countries.

The challenge: each country has its own regulations, and certificates of analysis were taking up hours of the regulatory department’s time.

What we did: we brought 25,000 analysis parameters into its ERP and set up Robust Autopilots: they receive requests by email, understand them, generate the certificate of analysis and send it back, always with Human in the Loop. Its regulatory department went from hours to minutes.

This comes in → this happens: a certificate request arrives by email → the certificate of analysis is generated and sent back, with a person in charge.

Tax and accounting advisory firm

In operation

Industry and size: tax and accounting advisory firm, eleven people.

The challenge: knowing, with data, where the team’s time was going, and taking the repetitive work of the income tax campaign off its plate.

What we did: first, the diagnosis: we measured that half of the team’s productive time went into moving information between programs. Then the income tax campaign, with the entire workflow automated by Robust Autopilots and Human in the Loop: the AI prepares and processes, and a person decides.

This comes in → this happens: a client’s income tax documents arrive by email → they’re sorted, the filing is prepared, and a person reviews and approves it.

How we work with tax and accounting advisory firms

Chain of hearing care centers

Being implemented

Industry and size: chain of hearing care centers.

The challenge: running the clinical system and the appointments of several centers with a small team.

What we’re doing: its clinical system, run by talking, and appointment reminders by WhatsApp.

Ask for this → this happens: “Send tomorrow’s patients their appointment reminders” → the WhatsApp reminders go out.

Law firms

In operation

Industry and size: law firms.

The challenge: stop lawyers losing hours on repetitive tasks.

What we did: custom legal AI solutions to draft briefs, answer queries and prepare cases. More about Legal AI.

The result, in the words of one of them: “at least three fewer hours a day per lawyer” on repetitive tasks, with solutions from two years ago. Óscar Fuertes, of Ergo Profeso Abogados, tells the story below.

Testimonials

What they say

“A lawyer shouldn’t waste hours on trainee work. We were looking for a way to speed up drafting briefs, routine queries and case preparation without losing legal rigor. Robust Data Solutions built us a custom GPT, trained on our documentation and specialized in administrative litigation and immigration law, although it can handle any branch of law. It drafts briefs, answers complex queries, proposes strategies and learns from us every day. The result: 3 hours less per day per lawyer on repetitive tasks. Time we now spend on what really adds value.”

— Óscar Fuertes

Managing Partner, Ergo Profeso Abogados

“In security, a call at 3 a.m. can be a real emergency. For 35 years we handled this as best we could: lost contacts, calls with no context, an overloaded on-call team. Robust Data Solutions’ AI voice assistant answers our landline, classifies whether it’s an emergency or an inquiry, notifies us by WhatsApp in real time and records everything in a database. It complies with the GDPR and we control the schedules and flows. It’s not an answering machine: it’s a digital employee who works while we rest.”

— Joan Carles Piquet

Director, JARC Technology System

“In real estate investment, time is money. We received dozens of inquiries a day: some from serious investors, others from the curious. Handling them all consumed hours and diverted us from the real business. Robust Data Solutions implemented an AI chatbot trained on our documentation, products and criteria. It explains our investment model, responds in any European language and only schedules meetings when the interest is genuine. It filters, qualifies and informs 24/7. Now we only talk to those who really want to invest. The chatbot does the legwork.”

— Armand Baucells

Founding Partner, AM Inversiones

Frequently Asked Questions

About our AI case studies

What results does AI deliver in a small business?

It depends on where your team’s time goes, which is why we always start with a diagnosis. In the cases on this page, a three-person real estate agency went from a 17-tab Excel file to a system with 2,320 records and each deal’s emails linked to it; and at an eleven-person tax and accounting advisory firm we measured that half of the productive time went into moving information between programs.

Are there AI case studies in law firms and in tax and accounting advisory firms?

Yes. An eleven-person tax and accounting advisory firm has its income tax campaign workflow automated with Robust Autopilots, with a person who reviews and approves each filing. And several law firms work with our legal AI solutions; one of them talks about “at least three fewer hours a day per lawyer” on repetitive tasks.

How we work with tax and accounting advisory firms

Do you use what you sell?

Yes. Robust Data Solutions runs on its own system: CRM, email, WhatsApp, calendar, documents and accounting connected to a single AI. Since February we have made more than 2,600 changes in our CRM by talking to the AI, and every operation is logged.

Why don’t you name your clients?

Because what our clients tell us is confidential: we sign a non-disclosure agreement before seeing anything about their company. That’s why each case comes with its industry, its size and where it stands.

What do “in operation” and “being implemented” mean?

In operation: the client already uses it in their daily work. Being implemented: we are rolling it out now. We don’t count pilots or trials that aren’t in use.

Last reviewed: September 30, 2026

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Your sector, your size and what you want to solve. We’ll show you what we’d do in your case.