Tools

ChatGPT (OpenAI)

What it does:
Helps generate content, rewrite communication, summarize reports, and build automations.

Best for:
Business owners needing a dependable “assistant” for writing, organizing, and thinking through tasks.

Common Workflows I Build:

• Automating email cleanup
• Drafting customer messages
• Summarizing long documents
• Turning rough notes into polished content
• Creating reusable prompt templates

Claude (Anthropic)

What it does:
One of the best tools for long-form reasoning, document analysis, and multi-step business workflows.

Best for:
Businesses dealing with complex documents, compliance info, or research-heavy tasks.

Common Workflows:

• Strategic planning assistance
• SOP creation
• Policy or document analysis
• Multi-document research summaries

Zapier

What it does:
Connects your apps so information moves without human effort.

Best for:
Businesses who want to automate repetitive tasks without hiring developers.

Workflows I Build:

• Lead routing and notifications
• Automated follow-up sequences
• CRM → Email → Google Sheets automations

Make (formerly Integromat)

What it does:
More powerful automation builder for advanced workflows.

Best for:
Businesses with multi-step processes or data flowing between several tools.

Workflows I Build:

• Custom API connections
• Complex multi-system automations
• Long-chain workflows

Google Workspace

How I Use It:

• Auto-generate spreadsheets
• Convert forms → reports
• Auto-create documents based on templates
• Email cleanup using AI

CRM Systems (JobNimbus, AccuLynx, HubSpot, Zoho, etc.)

How I Use Them:

• Automated job updates
• Customer message templates
• Lead status communication
• Report generation

(Even if you use a different CRM — the same concepts apply.)