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CRM

CREATIO AG

CREATIO AG is a Swiss real estate development company. Metawork built a suite of AI-powered automation workflows connecting their email inbox (Missive), HubSpot CRM, Google Drive, and Notion — automating deal creation from inbound property leads, intelligent file sorting into project folders, and meeting preparation workflows.

Duration 3 months
Tasks 55
Meetings 12
Looms 8
Scenarios 19

Recently touched

  • 2026-05-13 File Manager HTML page - PDF Get and Read - For Real Estate Parser In Progress
  • 2026-05-11 CREATIO MCP Open
  • 2026-05-11 Forwarded: Aeugst allocation requests building services Open
  • 2026-05-11 1468 WÜB Zopfweg Au 8804 Wädenswil - buyer support / HubSpot label issue Open
  • 2026-05-11 Ilgenstrasse 30, 9000 St.Gallen – assessment of studio entrance doors and next steps Open

What we built

85hours
55tasks
19Make scenarios
3 monthsduration
  1. 01

    Real Estate Deal Pipeline

    HubSpot pipeline for qualified property leads; automated deal creation from newsletter sources and inbound emails; deal qualification logic with building potential scoring

  2. 02

    AI File Auto-Sorter

    Make.com + Gemini AI scenario that reads incoming emails and documents, determines which HubSpot deal they belong to, and moves files into the correct Google Drive project folder

  3. 03

    Google Drive Integration

    Automated folder creation per deal; folder structure maintained in HubSpot deal fields; shared drive and "shared with me" folder type support

  4. 04

    Newsletter → Deals

    Make.com scenario that parses real estate newsletter emails and creates qualified HubSpot deals from matching properties

  5. 05

    Missive → Notion

    Workflow routing inbound Missive email threads to Notion for tracking and follow-up

  6. 06

    Real Estate Parser

    HTML file manager page for reading PDF documents (planning documents, building permits) to extract building potential data (Baumassenziffer)

  7. 07

    Meeting Prep

    Automated workflow that summarises recent communication per contact on the day of an upcoming meeting

Projects