Where to start?
AI is everywhere—but let’s be honest, it’s confusing for most people.
Between the hype, jargon, and rapid changes, many business owners don’t know where to start. They think AI means robots or writing code… when really, it’s about saving time and getting rid of repetitive work.
That’s why we’re sharing simple automation use cases—so you can see exactly how AI and automation can make your workday easier (not more complicated)
Sample Use Cases
Troubleshooting
The current setup is intended to cancel meetings if the guest has not accepted the invitation. The goal is to ensure this automation runs smoothly and effective.
Audit & Suggest Workflow Automation
Review one manual business workflow and suggest 1–2 quick automation improvements that can save time and reduce repetitive tasks.
Collect Attendees Information
Make it easy for event organizers to upload a simple CSV file and have all the attendee data cleanly and automatically added to an Airtable dashboard — including who attended, what type of ticket they had, where the event was, and whether they checked in.
CRM Integration
Integrate and streamline workflows using Harvest, Xero, Airtable, and Monday. Align these platforms to enhance productivity and efficiency.
Help find efficiencies
Make and Airtable integration to help stand up/clone workflows for new clients. Also help to find efficiencies within the existing workflows.
Integration Communications
Integrate Twilio, Filevine, Jotform, and Google Workspace into a seamless working infrastructure. Extensive experience in establishing connections between these applications, ensuring smooth data flow and functionality.
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