From Manual Follow-Up Chasing to an Agent-Run Follow-Up Queue
Before / After: follow-ups, from manual chasing to an agent-run queue
Before: every follow-up lived in someone's memory. The founder checked the inbox, guessed who was waiting, and sent reminders by hand. Leads went...
Before / After: PDF Insight — from copying tables out of a PDF by hand to exporting the key points in seconds.
Problem: a client report arrived as a long PDF, and pulling the figures I needed meant opening the file, finding each table, and copying numbers into a spreadsheet by...
Before / After: PDF Insight — from re-reading a contract to asking it a question.
Problem: a contract arrived as a long PDF, and every clause check meant re-reading pages, searching for the same terms again, and hoping nothing was missed.
Build: I built PDF Insight with n8n and...
From Manual Meeting Notes to an Agent-Run Meeting Summary
Before
After every call, I opened the recording, replayed the parts I missed, typed notes by hand, copied action items into a separate doc, and wrote a summary to send to the team. By the time the notes were ready, the next...
Before / After: a founder's inbox, from manual triage to an agent-run queue
Before: every inbound lead landed in one inbox. The founder read each message, copied the details into a spreadsheet, and replied by hand. Most of the day went to sorting, not selling.
After: an agent now...