I have a client where the CEO is, for lack of a nicer phrase, extremely tech illiterate. He will verbally dictate his emails to his EA to have them typed/sent, or give tasking via passing conversations around the office. Rarely are they written down or documented. I am building them a suite of n8n automations to link their existing processes and tools but i would love to build a simple tool that allows the CEO to simply press a button on his phone and/or PC and dictate a task or email, and then have an AI agent on the backend transcribe the audio to text and then parse out action items and drive automated triggers from there (i.e. send an internal email, give a targeted team member a slack message with new tasking/request, drop an email draft in EA inbox for external communications, etc). I have a good idea of how to complete most of the build but im looking for simplest/best ways to set up that initial voice message trigger. QUESTION: Any recommendations on what i can/should use as the voice memo capture tool? I want it to be as simple as possible, ideally; Click Record -> Speak naturally the task or email -> hit stop -> triggers workflow. Is it best to just use something like iphone voice memos or android recorder? Is it possible to make a custom app/interface to put on his phone AND desktop so that he can use either one depending on where he is? Thank you!

I am working on my first real client proposal. I have already interviewed their key team members and have identified possible areas for automation in their different business units. Next I'd like to present to them a concise proposal on all of the potential builds with pricing/timelines/deliverables/etc, so that we can agree on what work they actually want done. Does anyone have a good template for something like this? Even better, a good AI tool for creating something like this? I heard the latest google AI suite is actually decent at making slide decks but I havent played around with it yet. Thanks!

The Easiest Way to Improve Any AI Workflow Add one step: “Explain your reasoning briefly before answering.” Not for you — for the system. This helps: catch hallucinations spot bad assumptions debug broken logic If the reasoning looks wrong, the output usually is. -->Any suggestions you use in your own work? Already know about this? Any more specific information you know to make workflow better? How you design your workflows?

As businesses scale, managing customer relationships and conversations becomes just as important as generating leads. That’s where the right CRM and support platforms make a real difference. Here are some widely used platforms—and how they support growth: HubSpot An all-in-one CRM for marketing, sales, and customer support. Helps businesses track leads, automate follow-ups, manage pipelines, and understand what’s driving conversions Best for teams focused on inbound marketing and long-term customer relationships. Zoho CRM A flexible and budget-friendly option for small to mid-sized businesses. Offers sales automation, pipeline management, reporting, and strong integrations across business tools. Great for teams that want customization without complexity. Pipedrive Designed around sales pipelines and deal tracking. Helps sales teams stay organized, follow up consistently, and move deals forward with clarity. Ideal for businesses that want simplicity and strong sales visibility. Commslayer Built to unify communication across multiple channels It helps businesses manage calls, messages, and customer conversations in one place, improving response time and team coordination. Useful for companies handling high volumes of inbound and outbound communication. Gorgias A customer support platform made for e-commerce brands It centralizes email, live chat, social messages, and order data so support teams can respond faster and more accurately. Great for improving customer experience while reducing support workload. Zendesk A powerful helpdesk and customer service platform used by growing and enterprise businesses. Supports ticketing, live chat, knowledge bases, and automation to streamline customer support operations. Best for businesses that need structured, scalable customer support systems. Why these platforms matter - Centralize customer data and conversations - Improve follow-up and response times - Enhance customer experience - Reduce manual work through automation - Support scalable growth across teams