Energy / renewablesArtenovita_
Konik CRM and Konik Cortex for renewable energy project companies: projects and documents, cases with deadlines under the Code of Administrative Procedure (KPA), search across company knowledge and voice control.
- Konik CRM
- Konik Cortex
Page scroll · recorded 17.10.2026
What the brief asked for. What we delivered.
Each item in the scope, with the elements and automations we put in place. Where there is a recording, you can see how it works.
Konik CRM with Konik Cortex for the team: documents, cases, contacts, recordings
- Renewable energy projects with a document tree created from a template
- Register of official cases with a deadline calculated under the KPA and a responsible person
- Document filing: a suggested name built from the date, description and amount
- Contact database with company data looked up by tax ID (NIP) and a check of the KRS extract
- Append-only activity log with integrity verification
- Document scanner on the phone and meeting recordings with extracted tasks
- Konik Cortex "Ask the company": answers with sources from documents, cases and recordings
- Voice and chat control with confirmation before anything is saved
- Full data export with one button
7 automations: how it works
- Deadline reminders
- Trigger
- A case or task deadline is approaching
- Action
- The system reminds the responsible person in chat 14, 7, 3 and 1 day before the deadline and on the day itself
- Result
- No official deadline slips through
- Escalation of overdue cases
- Trigger
- A case is past its deadline and still open
- Action
- Once a day, administrators get a summary of who has how many overdue cases and by how many days
- Result
- The board sees the backlog without asking the team
- Deadline from the legal basis
- Trigger
- A letter is registered with a KPA legal basis
- Action
- The system calculates the deadline from the date of the letter and adds it to the reminders
- Result
- Deadlines are calculated the same way every time, with no manual calendar
- Filing a new file
- Trigger
- A document is uploaded to the CRM
- Action
- The system reads the content, suggests a name with the date, description and amount, detects any deadline in the letter and adds the document to the approval queue
- Result
- Documents stay organised without naming them by hand
- KRS change check
- Trigger
- A KRS check on the company record
- Action
- The system downloads the current extract and shows the differences from the saved version
- Result
- Changes in the KRS are visible straight away
- Tasks extracted from a recording
- Trigger
- A meeting transcript
- Action
- The system extracts people, deadlines and amounts and suggests tasks for approval
- Result
- Meeting decisions turn into tasks
- Voice commands
- Trigger
- A user says or types a command
- Action
- The system recognises the intent, picks one permitted tool and saves the change only after "I confirm"
- Result
- Meetings, tasks and handovers without clicking through forms
From the starting point to the outcome.
- 01Challenge
Artenovita runs many project companies. Data on projects, cases and documents was scattered.
- 02Solution
We implemented Konik CRM with Konik Cortex on a server in the EU: projects with a folder template, a register of official cases with deadlines calculated under the KPA, document filing, a phone scanner and meeting recordings with extracted tasks. Everyone sees what is assigned to them, every change goes into the log, and commands can be given by voice.
- Official cases with KPA deadlines
- Projects and documents on a network drive
- Email archive and signatures in the CRM
- Document scanner on the phone
- Voice and chat control
- 03Outcome
Projects, cases and documents sit in one system, and deadlines are tracked automatically.
Scope of work.
The systems and channels follow from the scope we delivered in this project.
- Konik CRM
- Konik Cortex
- CRM
- Automations
- AI agents
- Industry
- Renewable energy project companies
- Period
- since Sep 2026
- Type
- Client
- Brand
- Konik System
What it looks like.
Second version of the workspace on sample data, screenshots from 15.10.2026.
Inside: automations.
The client's CRM sits behind a login and holds company data, so we show the same system on sample data.
01 · Loop From website form straight into the CRM
A form submission lands on the lead list with its source and status. The filter shows who is waiting for contact and who is already in conversation.
White-label panel · test submissions
Let's start with a Konik System Diagnosis_
A review of the processes and systems in your company, with a written recommendation. from €552 net (€678.96 gross), credited in full towards implementation.
Prices are shown net and gross (23% VAT). Not an offer (Article 66 § 1 of the Polish Civil Code). Only an individual offer or agreement is binding.