Less chaos. More clarity. Smarter systems that run themselves.
What’s Included
1. Daily Digest Generation
Automatically gather tasks, calendar events, and emails into a clean, AI-generated summary delivered each morning via Slack or email.
Connected Tools: Google Calendar, Trello/Asana, Gmail, Slack, OpenAI, and more.
Outcome: Your team starts each day aligned and informed—no manual updates required.
2. Expense Categorization
AI scans uploaded receipts, extracts key data, and categorizes expenses automatically in your accounting software.
Connected Tools: Google Drive, Dropbox, OpenAI, QuickBooks/Xero, and more.
Outcome: No more manual logging or month-end panic. Finance stays organized in real time.
3. Compliance Workflow Triggering
Emails and form inputs are scanned for keywords or risk indicators. Flagged items trigger alerts, task creation, or escalations.
Connected Tools: Typeform, Gmail, Slack, Jira, Trello, OpenAI, and more.
Outcome: Risk is surfaced proactively, and nothing slips through the cracks.
4. Employee Onboarding Automation
New hire data triggers a fully automated onboarding sequence—tool invites, checklists, Slack intros, and calendar setup.
Connected Tools: Google Forms, Typeform, Microsoft Office 365, Google Workspace, Slack, ClickUp, and more.
Outcome: New team members are welcomed and equipped without HR scrambling.
5. User Feedback Aggregation
AI consolidates survey responses, selected team chats, and feedback forms into a clear summary report delivered weekly.
Connected Tools: Google Forms, SurveyMonkey, Intercom, OpenAI, Google Docs, Notion, and more.
Outcome: Your team gets actionable insight from users—without reading a thousand lines of feedback.
Deliverables
- 5 fully automated workflows, custom-configured using Zapier MCP
- Integrated AI prompts for summarization, classification, and routing
- Operational dashboards (optional: Notion, Airtable, or Google Sheets)
- Team training session on how to monitor, edit, and scale your automations
- Full documentation outlining workflow logic, tools used, and troubleshooting guidance
- 30-day post-launch support
Optional monthly retainer available.
Who It’s For
- Ops managers juggling too many systems
- Small teams with no dedicated IT or automation staff
- Businesses with inconsistent or manual internal processes
- Leaders who want clarity, consistency, and confidence in their backend operations