Helping Energy Tools Work Smarter with AI

Energy Tools was feeling growing pains. Their 40-person team couldn’t keep up with rising demand. They needed a smarter approach beyond just hiring more people. We stepped in to show them practical ways to use AI and automation. Together, we identified key automation opportunities and built their first AI-powered workflow to streamline operations.

Client

Energy Tools has about 45 employees and is growing steadily. They were hitting their limits. Simply adding more staff wasn’t the answer. They wanted to explore how AI could help them work more efficiently.

Objective

They needed a clear path forward. The goals were simple:

• Learn what AI can and can’t do
• Find ways to use it in their daily work
• Start with the most promising projects

Work

We broke it down into five steps:

1. Getting Everyone on the Same Page

We started with a 90 min training that covered:

• The basics of AI capabilities
• Real examples from similar businesses

This helped everyone understand what generative AI and agents make now possible.

2. Finding the Right Projects

We made it simple to gather ideas:

• We looked at their suggestions
• Ranked them by impact and effort
• Picked the most promising ones

3. First Project - Planning

With one good idea selected, we:

• Defined the exact problem
• Sketched out a solution
• Built a quick test version

4. Building the Solution

We created an AI automation that:

• Makes claims tracking easier
• Frees employees from boring and repetitive tasks
• Shows claim status instantly

5. Setting Up for Success

We helped them get started with n8n, a tool that fit their needs. We helped them:

• Pick the right plan
• Help them with the tool set-up
• Provide ongoing support to ensure self-sufficiency

Results

Here’s what we achieved:

• Quick progress from ideas to actual results
• Found practical ways to use AI
• Implemented a working solution that reduces employee workload and stress
• Built their confidence with a new technology

Conclusion

In a matter of weeks, Energy Tools went from wondering about AI to using it. They now have both a working solution and the knowledge to do more on their own.

Testimonial

“The workshop with Agent Studio was key to defining our AI strategy at Energy Tools. It helped us prioritize the most impactful initiatives and optimize our resources efficiently. Cesc and Baptiste's expertise and personal approach were fundamental in guiding us through this process, bringing a clear and practical vision that allowed us to make strategic decisions with confidence.”

Sandra Grabulosa

COO - Energy Tools

👉 Wondering how to get started with AI in a practical way? Maybe we can help.