Move recurring agency workflows into one shared AI environment
A marketing and PR agency moved seven recurring workflows, such as carrying context from discovery calls into onboarding documents, into one shared AI setup instead of giving everyone separate AI subscriptions.
Reported results
The source reports 27+ hours of executive time reclaimed a month and 1.5 hours saved per client handover.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
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