just curious to learn how other agency owners handle this.. What's the most annoying but necessary task in your agency that - sucks up all your (or your team's) time - or even blocks you from scaling and that you sometimes wish could just take care of itself? sharing ideas might help all of us save time. no pressure, just curious to hear what works for you!

I am wanting to use transcripts from meetings to automatically update CRM entries with clients / prospects. Does anyone do this currently? I'm considering OtterPilot / Notetaker -> post in slack -> Zapier watches the chat and parses notes and proposes updates to CRM -> human in loop accepts -> CRM updates. Would time savings with automated CRM entry like this be valuable for others? Thoughts?

This setup is a great fit for SMMAs or anyone working with content at scale. If you’re interested, I can share the JSON file for Make.com along with the API provider I use in the video — you can test it yourself on free trials and see if it fits your workflowa Check out the video, and feel free to ask me anything in the comments!