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Field notes from automation and AI builds

We turn client work into reusable frameworks—covering orchestration, AI agent design, and the web platforms that hold it all together.

Automation StrategyJanuary 28, 2026

Automation Blueprint for High-Touch Agencies

Learn how to stitch proposals, contracts, onboarding forms, and project kickoffs into a single, resilient automation fabric.

n8nZapierAgency Ops
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Voice AIDecember 12, 2025

Designing Voice AI Pipelines with OpenCall and CRM Data

Voice agents are only as good as the data that feeds them. Here’s how to prep your CRM and follow-up loops so AI callers stay useful.

OpenCallCRMAI Agents
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PlaybooksNovember 3, 2025

Automation Playbook: Client Onboarding in 10 Steps

Use this 10-step automation checklist to move a signed client from contract to first value in under a week.

Client OnboardingPlaybookOperations
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