Streamline your operations by automating repetitive tasks and syncing critical data across platforms.
What’s Included:
1. AI-Driven Task Routing
Automatically assign tasks from forms or emails to the correct person or team.
Tools: Typeform, Gmail, Trello, Asana, ClickUp, OpenAI, and more.
Outcome: Faster handoffs, fewer missed tasks, and cleaner workflows.
2. Auto-Syncing Data Across Platforms
Keep your customer and internal data aligned across your favorite platforms.
Tools: Stripe, Airtable, Google Sheets, HubSpot, Salesforce, and more.
Outcome: Eliminate manual entry errors and reduce data silos.
3. Smart Document Filing
Automatically classify and file documents like contracts, receipts, and resumes.
Tools: Google Drive, Dropbox, Gmail, Notion, OpenAI, and more.
Outcome: Find what you need—instantly. Say goodbye to cluttered folders.
4. Lead Magnet Delivery
Trigger personalized email sequences based on user sign-ups or downloads.
Tools: Mailchimp, ConvertKit, HubSpot, Gmail, OpenAI, and more.
Outcome: Improve engagement and conversion without lifting a finger.
5. AI-Assisted Survey Analysis
Auto-analyze survey data to extract insights and summarize sentiment.
Tools: Typeform, Google Forms, Notion, Slack, OpenAI, and more.
Outcome: Make better decisions, faster—with zero spreadsheet overload.
Deliverables:
- 4 custom tool integrations
- Template + documentation for future scaling
- One-on-one training session for onboarding
- Optional monthly support available
Who It’s For:
- Small businesses aiming to streamline internal workflows
- First-time AI users ready to unlock quick wins
- Operators and admins seeking clarity, not complexity