CASE / WORKFLOW•AI Agency•2026•Workflow•Live

From doing the same work every day to more time for the work that counts.

Two recurring jobs took up time every week: emails back and forth about exactly what a customer wanted to rent, and writing the same kind of emails to new contacts every morning.

  • Inquiry as a basket
  • Draft emails
  • A person approves
1personal email per company
57products in one inquiry
1inquiry with everything in it
0emails sent without a person

At a glance

Who it's for
Trades and equipment rental companies
Problem
The same typing every day
What we changed
Complete inquiries and prepared drafts
Key result
The work is prepared, a person approves

From challenge to result

The problem

A customer emailed asking for "a sound system for Saturday", and five more emails followed about quantities and times. Emailing new contacts meant starting from a blank email every morning.

The approach

The customer puts the inquiry together themselves: products, quantities and rental dates in one cart. And every morning there are draft emails waiting in the inbox, each with its own opening line based on what that business says on its own site. A person reads them and presses send.

The result

  • An inquiry with everything in it, no back and forth
  • A personal email ready for each company every morning
  • Nothing goes out without a person
  • More time for the work itself

What happens now

The inquiry comes in complete and the drafts are prepared. The business owner reads, edits where needed, and sends.

Drafts 15 ready
  • Conference organizerI saw you're organizing the fall conference in November…
  • Event venueYour site says the main hall holds 400 guests…
  • Sports clubYour anniversary tournament in June…
You press send

What this means for a similar business

Doing the same typing every week? You can start with one process, with a person who keeps the final say.

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