Agency capacity planning automation - warn before the calendar lies
An exception-alert pattern that compares committed hours, actual hours, and work waiting on a client before capacity becomes a surprise.
Read the dossier →Resources · Tag
automation
28 dossiers tagged "automation".
Agency client offboarding automation - close access without loose ends
A handover-ledger pattern for agencies that need to revoke access, transfer assets, and leave a client with a clear receipt.
Read the dossier →Agency scope creep tracking - catch unpaid work before it ships
A change-log pattern for agencies that need to spot a new client ask, price it, and get approval before delivery starts.
Read the dossier →Automate agency project handover - stop delivery starting from a sales call
A verified handover-card pattern that carries sales promises, exclusions, risks, and the next decision into delivery.
Read the dossier →Automate agency recurring tasks - find the weekly work nobody owns
A recurrence-audit pattern that sorts agency work into a fixed checklist, a tool automation, or a human judgment review.
Read the dossier →Automate client approvals agency - make waiting visible
An approval-queue pattern for agencies that need a named approver, a due date, a version, and one clear escalation path.
Read the dossier →Cloudflare Kitesurf - when page-checking automations may cost less
What Cloudflare's agent-first Kitesurf browser changes for compatible page-checking, HTML extraction, screenshot, and PDF workflows.
Read the dossier →Ecommerce inventory discrepancy detection - find the stock number that disagrees
A daily discrepancy-sheet pattern for operators who need to compare store stock, warehouse stock, open orders, and sync time safely.
Read the dossier →Ecommerce inventory reconciliation - run a three-ledger check before reordering
A scheduled three-ledger check for store, warehouse, and financial inventory counts that finds differences before stock decisions.
Read the dossier →Ecommerce order exception management - build an exception queue
A practical exception queue for ecommerce operators who need one owner and next action for store, warehouse, and carrier problems.
Read the dossier →Ecommerce reconciliation automation - match sales, refunds, fees, and payouts
A reconciliation-ledger pattern that helps ecommerce operators find items that do not tie before finance has to chase them manually.
Read the dossier →Ecommerce returns automation - route exceptions before a refund leaks
A return-decision table for ecommerce operators who need evidence, policy status, stock destination, refund state, and a human owner.
Read the dossier →Ecommerce SKU profitability reporting - see profit after fees and returns
A SKU margin-card pattern that joins sales, refunds, fees, fulfilment, and cost confidence before an operator doubles down on the wrong product.
Read the dossier →What it costs to keep an AI agent running each month
The real monthly line items for keeping a production AI agent alive, and why the bill is small most months and spikes on a few.
Read the dossier →AI agent vs Zapier - when a zap is enough and when it is not
The plain difference between a Zapier zap and an AI agent, a task-by-task table of which to use, and where rails stop working.
Read the dossier →Amazon seller back office - what to automate beyond the obvious
A task-by-task sort of the Amazon back office: what a cheap tool already covers, what needs a person, and the few jobs worth a custom build.
Read the dossier →Automate client onboarding - the highest-return agency build
Why onboarding is the first thing an agency should automate, where it actually leaks, and how the build goes.
Read the dossier →Your automations are failing right now and nobody knows
Automations rarely crash. They drift, keep reporting success, and send the wrong output for weeks. Here is how to catch it.
Read the dossier →Build automations yourself or hire someone - where the line sits
One clear rule for when to build an automation in-house and when to hire it out, plus a scorecard you can run on any workflow in ten minutes.
Read the dossier →Custom GPT vs AI agent - the real difference is doing, not chatting
The plain difference between a custom GPT and an AI agent, with four checkpoints that tell you which one your job actually needs.
Read the dossier →Questions to ask before hiring an AI automation agency
The buyer questions that expose a weak automation shop, with the answer a good one gives and the red flag that should end the call.
Read the dossier →How to scale an agency without hiring - what to automate first
The order to automate agency work in, how many hours each layer eats per client, and which ones need judgment versus a simple tool.
Read the dossier →A Slack AI agent for your business - what it is and how it's built
What a Slack AI agent actually is, the four parts every real one has, and how a build goes from a rules doc to a working assistant in your channel.
Read the dossier →What an AI automation build actually costs
Real price ranges for a custom AI automation build, and the five things that quietly move the number up or down.
Read the dossier →When is automation worth it - a 3-number test any owner can run
A ten-minute test with three numbers you already know that tells you whether a task is worth automating, plus the two corrections everyone skips.
Read the dossier →Automate your best thinking first, before the person who owns it leaves
A step-by-step way to take a judgment call that lives in one head and turn it into a written check a machine runs every morning.
Read the dossier →Automation's real job is to find the problems you cannot see
Speed is the smallest thing automation does. The bigger job is reading everything at once and flagging the client, account, or number you were about to miss.
Read the dossier →Custom AI agents vs off-the-shelf automation - which fits a small team?
A plain comparison of custom AI agents, SaaS automation tools, DIY no-code, and consultancies - costs, breaking points, and who each one actually fits.
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