Workflow automation for small agencies

Give your team less admin to carry.

SimplyTechAI helps creative and marketing agencies simplify the repetitive work around client delivery. I map the workflow, connect the tools, and build a practical way to keep the work moving.

Talk through your workflow See example workflows

Work directly with Jack. Agree the scope before the build begins.

Illustrative workflow
  1. Client request
  2. Details checked
  3. Project task prepared
  4. Ready for review

The work around the work adds up.

Client delivery involves more than the finished website, campaign, or creative. Information has to be collected, checked, moved, and followed up on. A useful first project starts with one of those repeating steps.

  • Client information, ready to use

    Collect the details a project needs, check for missing items, and put approved information where your team works.

  • A clearer handoff

    Turn an agreed next step into a task with the right owner and context, with exceptions flagged for a person to review.

  • Less repeated preparation

    Bring routine inputs together and prepare a status update or draft for review, so the team spends less time assembling the same information.

These are illustrative examples. Your project is scoped around your process and available tools.

Start with one workflow worth improving.

  1. 1 Understand the work

    We look at a recent example: what starts the process, who handles it, which tools are involved, and where time or information gets lost.

  2. 2 Agree the change

    I check what your existing tools can already do and define a focused project, with a clear scope, price, and way to judge the result.

  3. 3 Build, test, and hand over

    I implement the agreed workflow, test representative cases, and show you how to use it. Documentation and a fallback are part of the handoff. Ongoing support can be scoped separately.

Make the process easier to run.

  • Use what fits

    The right change may be an existing feature, a better setup, or an integration between tools. We’ll choose the approach around the work.

  • Keep people in the right places

    AI can help interpret information or prepare a draft. Important decisions and client-facing actions can keep a human review step.

  • Make ownership clear

    You’ll know what the workflow does, which accounts it uses, and how to handle the agreed exceptions.

A person you can work with directly.

I’m Jack Chindlund, the founder of SimplyTechAI, based in Erie, Colorado. I started the business to help small teams turn repetitive work into clearer, more useful workflows.

You’ll work directly with me from the first conversation through implementation and handoff. I begin with the process, explain the proposed change in plain language, and agree the scope before building.

Jack Chindlund · Founder

Do we need to know what to automate?

Bring a recent example of work that keeps repeating or needs chasing. We can start there and assess whether a project would be useful.

Does every project use AI?

No. Many steps work well with clear rules and existing software features. AI is useful when the task calls for interpreting information or preparing work for review.

Can you work with our existing tools?

I check your tools and available integrations during scoping. If a feature you already have solves the problem, that can be part of the solution. Any new tools or subscription requirements are discussed before implementation.

What does a project cost?

The introductory conversation is free. Implementation is paid and quoted after the workflow and technical requirements are understood. You’ll receive a clear scope and price before work begins, including any separate software costs.

What happens after the build?

The project includes a walkthrough and documentation. Any ongoing monitoring, maintenance, or further changes are agreed separately, with clear responsibilities and support expectations.

What work keeps landing back on your desk?

Tell me what repeats, which tools you use, and where the process gets stuck. We can start with a short conversation about whether there is a useful first project.

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