Automation stories built for lean teams

Problem

Membership entrepreneur stuck with fragmented operations across Keap, manual spreadsheets, and 400+ disorganized tags blocking reliable segmentation for monthly launches.

Solution

Full platform migration with campaign rebuilds, tagging taxonomy cleanup, smart list reconstruction, newsletter migration with improved deliverability, and social automation setup.

Results

Unified to 1 platform, reduced tags by 60%, cut launch prep from 2 days to 4 hours, boosted open rates 15%, and established scalable automations.

Problem

Safety team manually reviewed Typeform submissions, delaying renewals and missing risky drivers.

Solution

Zapier applies weighted scoring, GPT-4o summarizes, and Notion auto-creates tasks while Slack alerts compliance for outliers.

Results

Review time dropped from days to minutes, insurer-ready PDFs export instantly, and urgent cases hit Slack within 30 seconds.

Problem

Inbound WhatsApp + site chat piled up; humans missed buying signals buried in DMs.

Solution

n8n normalizes every message, runs sentiment + intent, routes to Slack, and stores transcripts in Notion with CRM syncing.

Results

Median response time <5 minutes, 68% reduction in manual routing, and every escalation now carries full context.

Problem

Agencies depended on brittle scrapers and spreadsheets, causing duplicate outreach and stale data.

Solution

Playwright + Apify flows enrich targets, dedupe inside Airtable, and push prioritized lists with proof-of-work attachments.

Results

Adds 120 verified leads weekly, bounce rates fell double digits, and reps now start every day with queued outreach.

Problem

Marketing team struggled to create content at scale, leading to a drop in engagement.

Solution

A custom-built AI content generator that uses GPT-4o to create high-quality content from a simple prompt.

Results

Content creation time reduced by 80%, engagement increased by 50%, and the marketing team can now focus on strategy.

Problem

Scaling an agency requires managing complex workflows, design assets, and codebases across multiple teams.

Solution

Built a unified "Agency OS" that orchestrates Google Jules (Code) and Google Stitch (Design) to automate delivery.

Results

Reduced project setup time by 90%, enabled autonomous feature development, and unified design-to-code workflows.