In many agencies, leadership doesn’t fail loudly.
Projects keep moving.
Feedback keeps coming.
Work gets shipped.
But no one is actually leading the work.
The thing I keep relearning: a design is never finished because someone ran out of ideas. It's finished because someone decided to stop. Knowing when to stop is the hardest part.
What if every new lead could be handled before you even open your inbox? ⚡
This AI-powered workflow turns a new email inquiry into a structured, ready-to-handle lead — automatically.
A new inquiry arrives → AI extracts the important details → Airtable/CRM is updated → the response goes through optional human approval → a personalized email is sent → Notion is updated → the team gets notified in Slack → performance data is collected for reporting.
The goal isn't to remove people from the process. It's to remove the repetitive work around them.
This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
Still doing repetitive work manually? → Tell me the task that consumes your team’s time, and I’ll help identify what can be automated.
I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
Scaling content without scaling headaches. The problem: Manual content creation doesn't scale. You're bottlenecked by time. The solution: Automation workflows that handle the repetitive work so you can focus on strategy. I've helped teams go from 50 pieces/month to 500+ through intelligent automation. Same team size. Same budget. Different approach. Ready to scale smarter, not harder? Let's talk about your workflow.