Auto Generating Presentations
Challenge
A professional services team struggled to convert lengthy meeting notes into well-structured presentations. Team members often spent hours summarising key points, creating slides, and formatting final decks - delaying next steps and sapping valuable brainpower.
Solution
We introduced a streamlined Automated AI workflow that:
Transcribes Meeting Notes: Automatically captures audio and typed notes.
Generates Draft Slides: Leveraging AI, the system quickly turns raw text into an organised slide deck with relevant headers, bullet points into their design template.
Easy Refinements: Teams can customise and polish the presentation within minutes—no more creating slides from scratch.
Impact
Time Saved: A process that once took half a day could now be completed by the time they got back to the office.
Consistent Quality: Standardised templates and AI-driven formatting ensure every deck has a professional, cohesive look.
Focused Teams: With routine tasks handled, team members can spend more time crafting insights and delivering real value to clients.
Automated Briefing Portal
Challenge
A growing company had no central way to receive and track client briefs. Approvals happened over scattered email chains, and once a project got the green light, setting it up in finance systems and shared drives was a time-consuming manual slog.
Solution
We built a user-friendly portal where clients can submit their briefs, and once a project is approved:
Automated Project Setup: The system creates a job in the company’s finance platform, auto-generates a server folder with the correct naming convention, and spins up a dedicated Microsoft Teams channel.
Team Alignment: The newly created Teams channel automatically notifies everyone involved, includes links to the brief, quote and references key documents in one place.
Single Source of Truth: Both clients and internal teams can log in to view project details, add or update briefs, and move items through a custom Kanban workflow.
Impact
Fewer Admin Headaches: No more manual data entry across multiple platforms.
Faster, Smarter Approvals: Projects move forward instantly once approved.
Unified Communication: Teams and stakeholders get immediate visibility on new projects without chasing emails or folders.
High-Volume Advertising Workflow
Challenge
A well-established company was sending nearly 10,000 advertising placements, without a proper system for booking, tracking, or managing the overall workflow. Everything was handled via scattered spreadsheets, emails, and ad-hoc conversations. Mistakes and oversights were common, frustrating clients and overburdening staff.
Solution
We built a structured database and user-friendly tool interface that streamlined every step:
Inventory & CRM Integration: A single hub to view, filter, and book available eDM and social placements, tying directly into their CRM ensuring up to date details.
Automated Briefing: Eight weeks before a scheduled placement, the system sends a customised briefing form for clients to submit advertising details.
Smart Content Generation: Once a client provides a product URL, the system pulls descriptions and imagery via API, then uses AI to draft eDM copy.
Seamless Design Integration: All final data seamlessly transfers into the design software, instantly populating product names, descriptions, images, URLs, and headlines.
Impact
Days to Minutes: Data capture that once took multiple days now happens automatically, with design refinements done in just 30 minutes.
Significantly Reduced Workload: An 85% drop in manual touchpoints drastically cuts admin overhead, shrinking the required team from six to just 1.5 people.
Higher Accuracy, Happier Clients: Fewer errors and smoother processes foster stronger client relationships and more consistent, professional results.
Sessions Management Tool
Challenge
A creative production company relied on multiple spreadsheets to track sessions, client details, and costs. Compiling final numbers for invoices took countless emails and manual data entry, often leading to errors and bottlenecks.
Solution
We built a centralised portal that brings all session data under one roof. Here’s how it works:
Real-Time Session Tracking: Log each session with details on the client, producer, location, and rates—ensuring nothing slips through the cracks.
Automated Cost Summaries: Once a project wraps, the tool compiles all related sessions into a final cost breakdown, ready for invoicing.
Purchase Order Automation: Once a job marked as Complete, the completed cost summary instantly converts into a PO request, shared both with the client and forwarded to the bookkeeping team—no more manual handovers.
Dashboard Overview: A live dashboard displays the status of every project in progress, complete with search and filter options for quick insights.
Impact
Fewer Admin Delays: Invoicing that once took hours, now turns into a button click.
Improved Accuracy: Centralised, up-to-date data minimises errors and miscalculations.
Enhanced Visibility: Managers have an at-a-glance view of active projects, boosting transparency and coordination.
