AI cannot solely automate all of the busywork and prevent time, but additionally change into a strategic associate to degree up consumer methods.
And it’s not simply idea—the numbers communicate for themselves:
At Catalyst Advertising and marketing, CEO Robin Emiliani lower 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, rising assembly attentiveness by 70%—his group is now extra current, engaged, and producing higher-quality work.
At Linkedist, Venture Supervisor Goda Aukštikalnytė lowered analysis time by 90% and content material creation time by 70%, releasing up her time for extra strategic duties.
All this proves that companies aren’t simply saving time, however they’re additionally scaling with out burnout.
On this article, we’ll break down the highest methods companies are automating their day-to-day—and the AI instruments making it occur.
1. Crafting Higher Consumer Methods in Much less Time
Most companies suppose AI is only for automating processes. However really, AI can change into a trusted considering associate (a second voice if you’ll) to check out your theories and degree up consumer technique.
As an example, at Catalyst Advertising and marketing, founder Robin Emiliani makes use of Claude to brainstorm marketing campaign methods, check hypotheses, and uncover blind spots.
“I exploit 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 knowledge—whether or not it’s for search engine marketing, content material technique, or aggressive intelligence.”
When Robin has a idea a few consumer’s technique, and even her company’s personal positioning, she’ll run it by means of Claude to see what she is likely to be lacking. It helps her have a look at a problem from a number of angles and strengthen choices, quicker.
However a powerful technique begins with strong analysis, and that’s the place Perplexity is available in. It’s quick, factual, and designed to keep away from hallucinations.
Companies use it for analysis: pulling in competitor information, surfacing search engine marketing insights, and turning all that into content material briefs or technique decks with citations baked in.
Need to go even one step deeper?
You possibly can pit Perplexity and Claude towards one another to give you one of the best, most-sound concepts and methods. As an example, when Perplexity offers you a solution, problem it with Claude with a immediate like:
“This doesn’t really feel proper. Listed here are 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 a complete discussion board of individuals sitting in entrance of me—virtually like a panel. We’ve got this wholesome debate forwards and backwards till we really feel like we’ve arrived on the proper conclusion.”
This mix of AI instruments may help you give you higher consumer methods, quicker.
2. Rushing Up RFPs and Proposals
Responding to RFPs is a kind of “excessive effort, excessive reward” elements of company life, however the time price might be brutal.
Drafting a proposal from scratch can take you days, and by then, the chance may already be misplaced.
AI may help you velocity up the method.
At Catalyst Advertising and marketing, CEO Robin Emiliani lower 80–90% of the time spent on responding to RFPs with Perplexity.
She educated 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 up to now 9 years of enterprise,” Robin explains. “So we constructed a system the place we loaded this data into Perplexity. It then attracts on this data 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 (vital) Inside Data
Should you’re an company, you in all probability have an limitless flood of assembly notes, proposals, and technique docs.
Retaining every little thing organized, and extracting probably the most helpful data from them, is a full-time job in itself.
For this, Robin Emiliani at Catalyst Advertising and marketing swears by Airtable.
“Airtable has been fascinating for our company,” she says. “Our Head of Operations has carried out it to mixture information from our challenge administration device and collect the vital data 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 simple to reference previous conversations—all whereas integrating seamlessly with Google Drive.
All you must do is add your sources like:
Assembly transcripts and notes
Venture plans
Previous proposals
Previous challenge paperwork
After which you possibly can ask Pocket book LM to:
Get motion objects and subsequent steps
Generate recaps for emails and proposals
Observe commitments throughout a number of conferences
Generate FAQs for group 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 group.
4. Automating Consumer Observe-ups and Inside Updates
Once we say “automate consumer followups”, we don’t imply let AI discuss to shoppers. In actual fact, we advise towards it as a result of it’s a sure-fire technique 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 means of the cracks.”
If your inbox offers you a headache, Fyxer AI may help. You need to use it to:
Mechanically type emails into totally different classes
Draft emails in your tone for quicker communication
Summarize conferences and ship follow-up emails instantly after calls
Optimize scheduling by analyzing calendars and suggesting one of the best assembly occasions
And for fast, polished e mail responses, Gemini (free for Google Workspace customers) writes drafts instantly in Gmail—good for brief updates that also sound human.
All this not solely saves you time but additionally 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 largest outputs for many companies. And it’s usually the slowest.
That’s why groups are turning to AI—to not exchange copywriters, however to assist them transfer quicker 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 group overcome writers’ block and give you extra complete concepts.
When the tone must shift or the message wants sprucing, 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 may well generate 10 choices in seconds, giving your group extra to work with and check.
“We’re doing content material experimentation with AI that no human might ever have the time to execute. Suppose we wish to check 20 variations of a LinkedIn Advert headline; in seconds, AI can write these, and we run them suddenly,” 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, How you can Use ChatGPT for Fb Advertisements, 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 day by day.
It’s simple to get buried in administrative work whereas high-value duties—like technique, consumer relationships, and progress—get pushed to the backburner.
That is the place AI makes an actual impression.
from
Present context by way of customized directions or within the immediate itself
It’s additionally vital 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, Inventive Venture Supervisor at StackAdapt additionally shares the identical sentiment within the article, “How Generative AI Is Reshaping Advert Inventive Workflows”. on this article. “We will produce 50 headlines as rapidly as we might traditionally produce one,” he says. “That’s actually helpful, however we at all times desire a human concerned to curate and refine one of the best 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 substitute for human judgement.
As Whatagraph CTO Artūras Lazejevas places it, “You possibly can’t overuse it since you’re going to push shoppers away. However you can also’t ignore it and change into a dinosaur.”
The secret’s utilizing automation to scale the elements of your company that already work—with out dropping the human relationships that make all of it matter.
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Need extra actionable methods and AI device suggestions? Seize our AI Playbook for Companies in 2025.
