Start by measuring where the team's time goes, then automate the work that repeats, one job at a time. Creative work can follow the same path, with a person approving anything that leaves the studio.
6 questions owners asked us, from 3 calls. Updated 2026-10-23.
Start by measuring the work. Read a year of the team's email, read-only, to see which requests repeat, then automate one of those at a time. For marketing, an agent can draft posts from recorded client conversations by pulling out the lines that landed, and a person checks the brand before anything is published. Standard scheduling tools can still do the posting once a person has approved the draft.
Start with a single list of every tool the team uses, what job each one does, and what it costs. Pick one general AI assistant and use it every day before adding anything else. Tie each new tool to a job you have already measured, so you can tell whether it pays back. Nobody can follow every release while running client work, so keep the list short.
Adoption is the first problem to solve, before the software. The tool gets better as people use it, so keep the team's work inside it. Finished work that the whole team can see also helps, since people work more openly when others can see what they are doing. Then automate one repeating job at a time.
Write the steps down first, from the moment work arrives to the moment it is handled, so an agent can follow them. Measure how often those steps repeat before automating anything. Automate one repeating step at a time, and have a person approve anything that goes back out.
Split it by purpose. Keep stable information in a shared wiki, day-to-day operations in team chat so the team can see what is moving, and one-on-one exploration in an AI assistant. When an agent is running, its output should show up in the team channel. People work more openly when others can see their work, so keep finished work visible to the whole team.
Pick the process that costs the most time, measure it, and automate one thing at a time. The second automation waits until the first is running and trusted. Hold a regular check-in on where the agents are active and who manages them, so the people who use them also own them.
Today. Posts are scheduled with a standard off-the-shelf scheduling tool.
What changes. Could draft posts from recorded client conversations and schedule them across channels, once the audit confirms the posting work repeats. A person checks brand fit and approves each post before it goes out.
Today. Not automated yet; the back-end steps are still being worked out.
What changes. Could draft the repeating replies and handoffs once the audit confirms how often submissions arrive and how the steps repeat. A person approves anything that goes back out.
Everything that matters in a business goes through an inbox at some point. Read a year of it, read-only, and you can see where each person's week goes. Then automate the work that repeats, one job at a time.
