At @Solvd, we use several AI/ML smart tools to boost our effectiveness (lowering project cost) and ensure our team shine by delivering quality creative comms in the shortest possible time. Here are our main tools in the order they help me the most each workday.
@Grammarly — I couldn’t live without it. More than just fixing grammar, it helps with the tone of voice, format, readability etc. Even the free version is pretty amazing. It saves me 2–3 hours of rewrites each week.
@Calendly — Automatically lets clients organise individual or group meetings with multiple team calendars. It updates our outlook calendars, and we never look for free meeting times. It saves me 2 hours a week
Predictive text/templates for browsers and email — either Grammarly or Outlook. Also, it saves me maybe 2 hours per week.
@Harvest — Timekeeping system linked to Outlook. It suggests what categories and clients our different meetings and activities should be tracked against, making time fast. It keeps an overview of all our projects, saving a day spent on invoice calculations per month.
@Dext and @Xero — We use them for managing our accounts, VAT, payroll etc., saving us a day or two of admin per month.
@Loom — If we can’t arrange a meeting, we use Loom to create five min videos for project updates and similar. When the clients play back the videos, they can add comments, likes, etc., through the playback, and their notes are sent back to us. It works great and takes less time than writing long, boring emails.
@Teams transcriptions — Stops me from taking too many notes during meetings and helps me focus on the conversations. After the meeting, I update the notes before uploading them to HubSpot.
@Hubspot — Automatically tracks all our deals via emails and meeting updates. It also tracks email campaigns and newsletters engagement, our mailing lists etc. It helps us not spam anybody, as we only contact people about their interests. It saves us several days of manual updates, design work and resource planning per month.
@Buffer — Schedules, posts, and track our Social Media posts on platforms like LinkedIn. It tells us what works and doesn’t. And it posts even when we are on holiday! It saves us maybe 30 min per day.
@Zapier — Connects HubSpot, our website, calendars etc., ensuring we can access all data in HubSpot. It saves us a big headache
@Monday — project management! Need I say more?
What smart working tech tips can you share?
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