Before: Chaos in Creative Ops

• Manual email intake slowing down project briefs
• Inconsistent onboarding experience
• Zero technical support for automation

The Solution: Smart Automation, No Dev Team

We implemented a Zapier + AI toolkit that automated:

• Client intake forms → Slack & Google Docs
• Onboarding task checklists → auto-generated via template
• Creative briefs → auto-drafted with ChatGPT & routing rules

Outcomes

• ✅ 20+ hours/week saved
• ✅ $120,000 estimated annual ROI
• ✅ Zero-code setup maintained by staff

Toolkit

• Zap Suggestion Sheet
• AI Prompt Sheet
• ROI Snapshot
• Opportunity Matrix Template