Daniel Monroy

Founder & CEO — AI Consultancy

Self-Employed • Freelance

Jan 2024 - Present • 2 yrs 7 mos

Founded and scaled Niter Agency, an AI consultancy specialized in business process automation, AI agent development, and intelligent content creation for SMBs across Europe and Latin America. Key achievements: - Designed and deployed 40+ AI automation systems using agentic and automated AI platforms, and custom API integrations - Built AI voice agents and WhatsApp chatbots for customer service operations using VAPI and OpenAI - Developed AI-powered lead generation pipelines reducing client acquisition costs by up to 60% - Created CRM automation workflows integrated with HubSpot, Airtable, and Google Workspace and more - Produced AI-generated video content and digital avatars for brand campaigns using HeyGen and Runway - Delivered in-company AI training programs for teams across legal, healthcare, and retail sectors - Implemented RAG-based knowledge systems and multi-agent architectures for enterprise clients - Advised startups and SMBs on AI strategy, tool selection, and ROI-driven implementation roadmaps

AI & CRM Automation Consultant

Correduría de Seguros García Alamán • Fulltime

Dec 2023 - Aug 2024 • 8 mos

Brought in as an AI consultant to digitize and optimize the internal operations of a Spanish insurance brokerage, focusing on CRM automation and ERP process efficiency. Key contributions: - Audited existing CRM and ERP workflows and identified 12 automation opportunities with measurable ROI - Built automated client lifecycle pipelines: lead capture, policy renewal reminders, and claims follow-up sequences - Integrated CRM with email, WhatsApp Business, and internal ERP via N8N automation workflows - Implemented AI-powered client segmentation to prioritize high-value renewals and upsell opportunities - Deployed an AI chatbot handling routine client inquiries, reducing inbound call volume by 45% - Created automated reporting dashboards pulling real-time data from ERP into Google Sheets and Airtable - Trained operations and sales teams on AI tools and new automated workflows

AI Process Optimization Consultant

Iurisconsult • Fulltime

Feb 2023 - Nov 2023 • 9 mos

Engaged as an external AI consultant to modernize and automate internal legal processes at Iurisconsult, a Spanish law firm. Key contributions: - Automated client onboarding workflow using N8N, reducing intake processing time from 48 hours to under 2 hours - Implemented AI-assisted document generation for standard legal templates, cutting drafting time by 70% - Deployed an internal AI knowledge base using RAG architecture, enabling staff to instantly retrieve case law and internal precedents - Integrated CRM with automated follow-up sequences for client communications - Designed a contract review assistant powered by GPT-4 to flag risk clauses and missing provisions - Trained legal staff on AI tool adoption, prompt engineering, and responsible AI usage in legal contexts