AI cannot solely automate all of the busywork and prevent time, but in addition grow to be a strategic accomplice to stage up consumer methods.
And it’s not simply principle—the numbers communicate for themselves:
- At Catalyst Advertising, CEO Robin Emiliani reduce 80–90% of the time spent on responding to Request for Proposals (RFPs) utilizing AI, permitting her company to tackle extra alternatives and win extra enterprise.
- Ryan Anderson, founding father of Markiserv, automated assembly transcription and note-taking, growing assembly attentiveness by 70%—his workforce is now extra current, engaged, and producing higher-quality work.
- At Linkedist, Mission Supervisor Goda Aukštikalnytė decreased analysis time by 90% and content material creation time by 70%, releasing up her time for extra strategic duties.
All this proves that businesses aren’t simply saving time, however they’re additionally scaling with out burnout.
On this article, we’ll break down the highest methods businesses are automating their day-to-day—and the AI instruments making it occur.
1. Crafting Higher Shopper Methods in Much less Time
Most businesses suppose AI is only for automating processes. However truly, AI can grow to be a trusted considering accomplice (a second voice if you’ll) to check out your theories and stage up consumer technique.
As an example, at Catalyst Advertising, founder Robin Emiliani makes use of Claude to brainstorm marketing campaign methods, take a look at hypotheses, and uncover blind spots.
“I take advantage of Claude 20 occasions a day for absolutely anything I’m doing,” she says. “It’s nice for discerning what’s the BS and what are some good nuggets of data—whether or not it’s for website positioning, content material technique, or aggressive intelligence.”
When Robin has a principle a couple of consumer’s technique, and even her company’s personal positioning, she’ll run it by Claude to see what she is perhaps lacking. It helps her have a look at a problem from a number of angles and toughen selections, sooner.
However a robust technique begins with stable analysis, and that’s the place Perplexity is available in. It’s quick, factual, and designed to keep away from hallucinations.
Businesses use it for analysis: pulling in competitor knowledge, surfacing website positioning insights, and turning all that into content material briefs or technique decks with citations baked in.
Need to go even one step deeper?
You may pit Perplexity and Claude in opposition to one another to provide you with the most effective, most-sound concepts and techniques. As an example, when Perplexity provides you a solution, problem it with Claude with a immediate like:
“This doesn’t really feel proper. Listed here are the the explanation why I believe this strategy shouldn’t be fairly correct. What do you suppose?”
That is the strategy Robin makes use of at her company. She says, “It’s wild. It seems like I’ve an entire discussion board of individuals sitting in entrance of me—nearly like a panel. We’ve this wholesome debate forwards and backwards till we really feel like we’ve arrived on the proper conclusion.”
This mix of AI instruments might help you provide you with higher consumer methods, sooner.
2. Rushing Up RFPs and Proposals
Responding to RFPs is a kind of “excessive effort, excessive reward” components of company life, however the time value will be brutal.
Drafting a proposal from scratch can take you days, and by then, the chance would possibly already be misplaced.
AI might help you pace up the method.
At Catalyst Advertising, CEO Robin Emiliani reduce 80–90% of the time spent on responding to RFPs with Perplexity.
She skilled Perplexity on previous proposals, the company’s model voice, and positioning. Then, when a brand new RFP is available in, Perplexity pulls from that data to draft related responses, already tailor-made to the chance.
“We’ve responded to fairly just a few RFPs previously 9 years of enterprise,” Robin explains. “So we constructed a system the place we loaded this info into Perplexity. It then attracts on this info and creates a brand new response in actually a tenth of the time. This helps us reply to extra RFPs in a shorter time period.”
3. Organizing (necessary) Inner Information
Should you’re an company, you in all probability have an infinite flood of assembly notes, proposals, and technique docs.
Preserving every little thing organized, and extracting probably the most helpful info from them, is a full-time job in itself.
For this, Robin Emiliani at Catalyst Advertising swears by Airtable.
“Airtable has been fascinating for our company,” she says. “Our Head of Operations has carried out it to combination knowledge from our venture administration instrument and collect the necessary info that we have to see, like utilization charges, and the way that’s allotted to particular shoppers and profitability.”
One other useful gizmo is Google’s NotebookLM. It robotically summarizes lengthy paperwork, pulls key insights, and makes it straightforward to reference previous conversations—all whereas integrating seamlessly with Google Drive.
All you could do is add your sources like:
- Assembly transcripts and notes
- Mission plans
- Previous proposals
- Previous venture paperwork
After which you’ll be able to ask Pocket book LM to:
- Get motion objects and subsequent steps
- Generate recaps for emails and proposals
- Monitor commitments throughout a number of conferences
- Generate FAQs for workforce members
- Extract learnings from earlier campaigns
With instruments like Airtable and NotebookLM, no data will get misplaced and is at all times accessible by anybody in your workforce.
4. Automating Shopper Observe-ups and Inner Updates
Once we say “automate consumer followups”, we don’t imply let AI discuss to shoppers. In truth, we advise in opposition to it as a result of it’s a sure-fire method to break belief between you and your consumer.
We imply automating the tedious a part of what occurs after consumer calls.
Writing follow-up emails, summarizing lengthy conferences, and holding CRMs updated is repetitive work that doesn’t at all times want a human.
At Hop Skip Media, a PPC company, CEO and Founder Ameet Khabra swears by Fathom. It robotically data and summarizes calls, highlights key motion objects, and pushes them to Slack or your CRM.
Ameet says, “We love Fathom for consumer conferences. It captures the conversations and robotically generates actionable to-do lists, ensuring nothing falls by the cracks.”
If taking a look at your inbox provides you a headache, Fyxer AI might help. You should use it to:
- Mechanically type emails into totally different classes
- Draft emails in your tone for sooner communication
- Summarize conferences and ship follow-up emails instantly after calls
- Optimize scheduling by analyzing calendars and suggesting the most effective assembly occasions
And for fast, polished e-mail responses, Gemini (free for Google Workspace customers) writes drafts straight in Gmail—good for brief updates that also sound human.
All this not solely saves you time but in addition retains your inbox, paperwork, and consumer calls organized.
5. Creating Content material Sooner
From weblog posts to e-mail campaigns to advert copy, content material continues to be one of many greatest outputs for many businesses. And it’s usually the slowest.
That’s why groups are turning to AI—to not exchange copywriters, however to assist them transfer sooner with out burning out or compromising on high quality.
At The CRO Guys, founder Mauricio Acuna says they use ChatGPT and ContentShake AI by Semrush to draft weblog content material and construction concepts. It helps the workforce overcome writers’ block and provide you with extra complete concepts.
When the tone must shift or the message wants sharpening, Claude is the go-to. It’s particularly sturdy at long-form content material—dealing with every little thing from e-mail nurture copy to whitepapers—and holding the voice constant all through. As a result of it understands context higher, it requires fewer edits to get it client-ready.
For PPC campaigns, ChatGPT is nice at creating totally different variations of headlines. It could generate 10 choices in seconds, giving your workforce extra to work with and take a look at.
“We’re doing content material experimentation with AI that no human might ever have the time to execute. Suppose we wish to take a look at 20 variations of a LinkedIn Advert headline; in seconds, AI can write these, and we run them ,” says Peter Lewis, Founder and CEO at Strategic Pete, a advertising and marketing consultancy company.
However the high quality of your prompts matter right here. As Braveen Kumar writes within the article within the article, Methods to Use ChatGPT for Fb Adverts, the important thing to getting high-quality output is to:
- Give particular copy parameters
- Ask for a number of generations to chooseRunning a advertising and marketing company isn’t nearly delivering nice campaigns.
- It’s additionally about juggling tasks, managing groups, leaping on consumer calls, writing emails, and dealing with 1,000,000 different ad-hoc duties that pop up daily.
- It’s straightforward to get buried in administrative work whereas high-value duties—like technique, consumer relationships, and development—get pushed to the backburner.
- That is the place AI makes an actual influence.
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- Present context by way of customized directions or within the immediate itself
It’s additionally necessary to notice that AI writes to the algorithm, to not your particular viewers. That is the place your copywriters ought to take over and refine the best-performing variations to sound like an individual—not a bot.
James Targett, Artistic Mission Supervisor at StackAdapt additionally shares the identical sentiment within the article, “How Generative AI Is Reshaping Advert Artistic Workflows”. on this article. “We are able to produce 50 headlines as shortly as we might traditionally produce one,” he says. “That’s actually helpful, however we at all times need a human concerned to curate and refine the most effective ones.”
Remaining Tip: Don’t Let AI Run Wild
AI is right here to assist but it surely’s not meant to be a catch-all or a alternative for human judgement.
As Whatagraph CTO Artūras Lazejevas places it, “You may’t overuse it since you’re going to push shoppers away. However you can also’t ignore it and grow to be a dinosaur.”
The secret is utilizing automation to scale the components of your company that already work—with out shedding the human relationships that make all of it matter.
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Need extra actionable methods and AI instrument suggestions? Seize our AI Playbook for Businesses in 2025.
