Daniel Erochok – to the home page
DE – DeutschEN – English
Quick chat
Menu

Case study · Client project

Contract system for a mobile phone shop

Goal: never overlook an expiring contract again – and stop typing up contract data by hand. I don't name the shop here.

Client projectAutomation + AI

Type
Client project
Industry
Mobile phone shop
My role
Concept and implementation
Status
Being moved into Taskly step by step
To the process automation service

Want something like this for your business? Let's have a quick chat.

Reminders before the contract ends

  1. −90 daysSMS + email
  2. −30 daysSMS + email
  3. −7 daysSMS + email
  4. Endrenew or switch

From screenshot to contract

  1. 1Upload a screenshot of the order list
  2. 2AI reads the contract details
  3. 3Check and add to the records

01 · Starting point

Contracts expire – quietly

A mobile phone shop also lives from customers renewing their contract in time. If you don't approach the customer before the contract ends, you miss the renewal.

In the day-to-day at the counter, expiring contracts were easily overlooked. And just to have an overview, the contract details had to be typed up by hand – name, number, tariff, start date.

02 · Solution

Get reminded instead of having to remember

The system consists of two building blocks: automatic reminders and AI instead of typing.

  1. 01Read inscreenshot of the order list – the AI reads the contracts
  2. 02Checkreview the details in a table and create them
  3. 03Remindcustomers 90, 30 and 7 days before the contract ends by SMS and email
  4. 04Renewthe customer comes into the shop in time

It started as an n8n automation and is now being moved directly into Taskly step by step – reading contracts with AI already works there.

03 · What it can do today

What the system can do today

Taskly (German interface): “Contracts from screenshot” – three recognised contracts with first name, last name, number, provider, tariff and start date in a review table, below it “Create 3 contracts”
This is what reading in looks like in Taskly today – demo account with made-up data (German interface).
  • Customers are reminded automatically by SMS and email 90, 30 and 7 days before their contract ends – only with their consent.
  • Contracts are read from screenshots with AI instead of being typed up: upload, paste or photograph with a phone a screenshot of the order list from the dealer portal.
  • The AI reads the name, number, provider, tariff, start date and order number. Everything can be corrected in a table before creating the records – including swapping first and last name and choosing the term.
  • All recognised contracts are created in one go. The customer record is found via the phone number; contracts that already exist are skipped.
  • Rows that don't belong in the contract list – such as phone insurance, financing or home tariffs – are left out of the import if the shop wants.
  • The screenshot is only used for reading and is not stored.

04 · Technology

From n8n to Taskly

Start
n8n automation for reminders and sending
Today
Moved into Taskly step by step: Cloudflare Workers, D1, Workers AI
AI
Workers AI reads the list from the screenshot; the result is checked before anything is saved
Sending
SMS and email – only to customers who have given consent
  • n8n
  • Workers AI
  • Cloudflare D1
  • SMS + email
  • Taskly

Quick chat

Keep track of contracts, appointments or maintenance?

Reminders and AI instead of typing don't just work in a mobile phone shop – also for appointments, maintenance contracts or pick-up dates, in any industry. Tell me what comes up in your business.

Best time to reach me: afternoons and evenings until 11 pm, weekends all day.

  • Free initial call
  • No obligation
  • You talk to me directly
Daniel Erochok

Daniel ErochokDeveloper from Iserlohn – you talk to me directly

Free initial call

I'll call you back – approx. 15 minutes, no obligation. Your name and number are all I need.

How would you like to talk?

Phone number or email address – either one is enough.

What's it about? optional
When suits you? optional

No obligation and not yet an order. E-Studio (owner: Andrei Erochok) uses your details only for your enquiry – privacy policy (in German). No newsletter, no advertising.

Next case study: NEON NIGHTS – reels for Culture Station Iserlohn