Notes on AI and automation.
Practical guides and playbooks from the systems we build for clients.
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How to set up an AI receptionist that books calls for you
What an AI receptionist can handle, what it can't, and the setup we use for clients in HighLevel.
Read postHow to set up an AI receptionist that books calls for you
What an AI receptionist can handle, what it can't, and the setup we use for clients in HighLevel.
Turn voice notes into SOPs in ClickUp automatically
Record a process once, and get a formatted SOP in your ClickUp workspace minutes later.
Read postTurn voice notes into SOPs in ClickUp automatically
Record a process once, and get a formatted SOP in your ClickUp workspace minutes later.
Capture leads from Instagram DMs with ManyChat
A simple keyword flow that turns comments into conversations and conversations into booked calls.
Read postCapture leads from Instagram DMs with ManyChat
A simple keyword flow that turns comments into conversations and conversations into booked calls.
Build an AI help desk that answers from your own docs
How to set up an assistant that handles common support questions and knows when to hand over.
Read postBuild an AI help desk that answers from your own docs
How to set up an assistant that handles common support questions and knows when to hand over.
Why speed-to-lead matters and how to automate it
The five-minute window, and the workflow that makes sure every lead gets a reply inside it.
Read postWhy speed-to-lead matters and how to automate it
The five-minute window, and the workflow that makes sure every lead gets a reply inside it.
Automate invoice chasing without annoying clients
A reminder schedule that gets you paid faster and keeps the tone friendly.
Read postAutomate invoice chasing without annoying clients
A reminder schedule that gets you paid faster and keeps the tone friendly.
Build a custom GPT for your team’s SOPs
Give staff one place to ask how things are done, trained on your own process docs.
Read postBuild a custom GPT for your team’s SOPs
Give staff one place to ask how things are done, trained on your own process docs.
Turn voice notes into a week of content
Record ideas on a walk, then turn the transcripts into posts and a newsletter draft.
Read postTurn voice notes into a week of content
Record ideas on a walk, then turn the transcripts into posts and a newsletter draft.
Map a process in Puzzle before you automate it
Why every automation project starts with a map, and how to build one your team will understand.
Read postMap a process in Puzzle before you automate it
Why every automation project starts with a map, and how to build one your team will understand.
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