Video / Short
This Isn't Automation - It's an AI Agent
A speaker explains how an AI agent can pull client information from different apps into one place. The example is a business owner who wants the full context before calling a client, prospect or lead.
Video summary
The speaker suggests that one of the simplest ways to save time with AI is to set up an AI-powered automation, called an agent, that can handle things such as your emails and your own workflow.
The example is a business owner talking to clients, prospects and leads across different applications and platforms. Before a call, you want the context to hand: who referred you, what the last communication was, what the last document was. In the speaker's view, an agent that brings all of that into one simple place to review is very handy and saves a lot of time.
Video transcript
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If you're wondering how AI can help you save time, one of the simplest ways is to set up an AI-powered automation, what's called an agent. This allows you to do things like automate emails, automate your own workflow. So, one key example that I like to use often as a business owner, talking to clients, talking to prospects, talking to leads, and you're talking to people, and often using different applications across different platforms. How do you bring all that together so that when you're needing to make that call, you know exactly the context. Who referred you? What was the last communication? What was the last document? So on and so forth.
Bringing all that together into one simple, easy-to-review spot app or place is really, really handy, and one thing that AI can do for you and save you a lot of time.