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← All case studies
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.

Tracked hours
209
Tasks
214

Tracked hours by project, as a share of the client total

Tools used

  • Make
  • HubSpot
  • MCP
  • Astro

What we built

  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

  • Brain MCP

    A property lead arrives, and the deal, the folder and the reply exist before anyone opens a tab. CREATIO AG is a Swiss real estate developer running deals through Missive, HubSpot, Google Drive,…

    Read case study

  • Website 2.0

    CREATIO AG is a Swiss real estate development company that needed a faster, fully-owned web presence. We migrated their site from Webflow to a lightning-fast Astro static build, powered by a…

    What we built

    • Performance, mobile
    • Performance, desktop
    • Accessibility
    • Best Practices
    • SEO
    Read case study

  • General

    Google Drive

    Read case study

Recently touched

  • 2026-10-11 Ablage sorting: HubSpot-driven targets (auto-added projects + folder links) and reviewed sorting rules; fix gdrive _drive shadowing Open
  • 2026-10-09 Consolidate the MCP tool surface to the Metawork blueprint (aliases keep old names working) Done
  • 2026-10-04 (f) Onboarding: Make scenario provisioning Workspace/Missive/Notion/Claude/HubSpot accounts + onboard_user tool In Progress
  • 2026-09-30 Notion-backed context and task tracking for Creatio (metabrain pattern, Notion instead of YouTrack) Done
  • 2026-09-28 Monthly code review — September 2026 (Creatio MCP, Claude-generated output) Open