✨ From Workflows to Real Wins: How I Use AI to Automate Client Work, Content & Admin

Last week, I walked you through 6 repeatable AI workflows I use regularly — from idea generation to meeting notes. This week, I’m showing you what it actually looks like when those workflows come together to make my day smoother.

Because it’s one thing to build a few tools.
It’s another to link them into a system that actually saves time.

So here’s what this looks like behind the scenes in my own work: how I use AI to keep projects moving, reduce admin, and show up creatively even on low-energy days.

🧠 My Weekly Workflow Stack (In Practice)

Let’s break down a real example — a typical week when I’m juggling client work, content creation, and a few internal projects. Here’s how AI fits into each phase:

The key isn’t replacing your judgment — it’s supporting your brain so you can stay focused and strategic.

🧩 Connecting the Workflows (The Real Secret)

Here’s where it gets good: I’m not treating these AI workflows like isolated tools. I chain them lightly together — not with fancy Zapier setups, but just by thinking sequentially:

Example:

1. Client fills out an onboarding form (Google Form or Typeform)

2. I paste responses into ChatGPT → get a warm, personalized intro email + summary

3. Summary goes into Notion → I add project tasks with help from AI outlining

4. Email gets sent → I’m already ahead before we’ve even had a call

No automation tools required. Just a clear flow + consistent use of AI as a helper.

✍️ AI Content Workflow (Newsletter or Client Copy)

One of the most repeatable time-savers I use weekly:

1. Brainstorm: I give ChatGPT a voice prompt + a few keywords — it helps me generate 3–5 possible angles

2. Outline: I pick my favorite and ask it to build a 4–5 part structure

3. Draft: I write the first draft with some AI help, mostly just filling in gaps

4. Polish: Grammarly + one more ChatGPT pass for tone, consistency

5. Schedule: Drop into Beehiiv or the client’s CMS, done

Even when I feel like I have “nothing to say,” this process gets me writing and shipping.

🧾 AI for Admin (Your Underrated MVP)

I underestimated how much AI could help with small, boring tasks — until I started handing them off one by one.

My favorite trick?

• Summarize the discussion

• Highlight action items

• Write a friendly follow-up email

I tweak it (always), but now I send better recaps faster. No more forgetting what we said or scrambling to remember next steps.

💡 Try This: Think in “Phases,” Not Just Tools

If you’re still experimenting, here’s an easy way to start building your own system:

Break your work into phases, then plug in AI where it gets repetitive, fuzzy, or overwhelming.

You don’t need 15 tools. You need a few repeatable roles for AI in your existing work.

🎯 Takeaway: Build with Intent, Not Hype

The real magic isn’t in the tools — it’s in how you think about them.
I don’t “automate everything.” I use AI to make my brain quieter and my day smoother.

Start small. Think in phases. Keep what works.
The real wins? They’ll show up in your inbox, your calendar, and your free time.

Want a plug-and-play checklist for building your own weekly AI system?
I'm drafting one — reply to this email or comment if you want it early.

Until next time,

📬 Forward this to someone who could use help with this
👥 Or share it on LinkedIn with a quick line about which tool you’ll try
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📣 PS — I'm finally on Instagram!
Follow @FundamentallyAI for quick tips, productivity hacks, smart prompts, and behind-the-scenes peeks at how I actually use AI to work smarter (and save my sanity).
Come say hi — it’s brand new, and I’d love to connect with you there!