Dear Friend, In our AI Smart Lab session last week, we cleaned up our own ClickUp agents. We had a pile of separate helpers pulling action items out of client emails and meetings, so we merged them into one agent that reads the work, sorts it, and sets each task with an owner, a due…
Dear Friend, In our AI Smart Lab session last week, we built out our ClickUp agents. Instead of running one general assistant, we started grouping agents by the services a client actually buys, so each account has its own small set of agents that knows that client’s work. What made it click was handing the…
Hi Friend, In our AI Smart Lab session last week, we audited our AI subscriptions. We found tools we were paying for out of habit and barely using, so we cancelled them and moved that work into platforms where we already have credits. The same audit surfaced a quieter problem: our automation connectors expire on…
Dear Friend, In our AI Smart Lab session last week, we put one of our own tools on the spot in front of the whole team. It is a proposal builder. You hand it a client name, it reads that client’s meeting notes and files, asks a couple of questions, and writes a first draft…
Dear Friend, In our AI Smart Labs session this week, the whole team built a newsletter together inside Claude. Everyone ran the same workflow: a research step that gathers and verifies the week’s stories, a human review checkpoint, and a writer step that turns the approved links into a draft. We also fixed a habit…
Dear Friend, In our AI Smart Labs session this week, we worked on getting our AI voice right, again. We fed the tools real samples of how we actually write, looked hard at what came back, and cut the fluff, generic lines that do not sound like us. We added even more guidelines to cut…
Dear Friend, In our AI Smart Labs session last week, we spent most of our time on one plain question: what does a business actually need in its AI stack, and what is just clutter? We walked through our own setup, tool by tool, and cut the ones nobody was really using. The zoom got…
Dear Friend, At our AI Smart Labs session, our team talked about tool redundancy. If a primary AI tool goes down, you must have a backup ready. You need to know exactly what instructions and context you feed your tools so you can pack up your digital suitcase and move to Gemini or Claude without…
At our AI Smart Labs session last June 25, our team talked about tool redundancy. If a primary AI tool goes down, you must have a backup ready. You need to know exactly what instructions and context you feed your tools so you can pack up your digital suitcase and move to Gemini or Claude…
At our AI Smart Labs session on June 18, we mapped out a new PR outreach process to handle outbound podcast and interview queries. Our team decided to drop our process directly into a workflow and SOP creator to generate clear instructions for the team. ou can automate tedious relationship-building tasks, and you still need…
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