Ecommerce01
AI Chatbot for Customer Support
Support inbox was dominated by repetitive order questions, slowing responses for complex issues.
~38% reduction in repetitive tickets
Agency03 / 06
AI Assistant for Internal Team Tasks
A digital agency delivering retainers with high weekly meeting volume.
- Faster meeting recap turnaround
- More consistent client updates
- Less context switching
Industry
Agency
Integrations
5 tools
Workflow steps
4
Outcomes tracked
3
The story
From problem to measurable outcome
The problem
Account teams spent hours prepping meeting notes, recaps, and task updates across tools.
The goal
Reduce internal admin time while improving communication quality.
The solution
Built an internal assistant workflow with templates, retrieval from Notion, and guarded drafting for client comms.
How the workflow runs
- 1
PM triggers recap workflow after a call
- 2
Assistant pulls structured notes template + relevant account docs
- 3
Draft recap created for human review
- 4
Approved recap posted to Slack + CRM note
Keep exploring
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Local services02
CRM Automation for Lead Follow-Up
Leads from calls and web forms were logged inconsistently; speed-to-lead varied by rep.
Higher contact rate in first 5 minutes