“Can you share one specific AI platform that significantly improved your company’s operational efficiency? How did it transform your processes and what advice would you give to others considering this platform?”
Here is what 8 thought leaders had to say.
Notion AI Creates Central Workspace for Team Efficiency
We integrated Notion AI across spectup about a year ago, and honestly, it changed how we operate day-to-day. Before that, we had scattered documentation—Google Docs, Slack messages, offline notes—and it slowed down both internal workflows and client onboarding. With Notion AI, we built a central workspace where our team could generate investor reports, track project timelines, and even draft strategy docs collaboratively, all in one place. The AI component helps us summarize long research briefs, extract action points from client calls, and even surface related information without having to dig through folders. It’s not flashy, but the time it saves across repetitive, admin-heavy tasks adds up massively over a week.
I remember during a crunch period with three parallel investor readiness projects, one of our team members used it to auto-summarize client pitch calls into structured bullet points. That used to take hours manually. Suddenly, we had clean summaries within minutes, ready for feedback and client approval. If you’re considering it, start small—set up a workspace for just one process, like project tracking or documentation. Then gradually expand. Just don’t treat it like a magic fix. It works when your workflows are already clear; otherwise, it’ll just automate the chaos.
Niclas Schlopsna, Managing Consultant and CEO, spectup
HubSpot Marketing Hub Drives Automation and Analytics Success
HubSpot’s Marketing Hub enhances operational efficiency through automation and analytics, transforming how organizations manage marketing workflows and customer relationships. For instance, a company using HubSpot automated tasks like email campaigns and lead scoring, freeing staff to focus on strategic initiatives such as personalized marketing and customer engagement. Its AI-driven analytics offered valuable insights, allowing real-time adjustments to marketing strategies.
Mohammed Kamal, Business Development Manager, Olavivo
SimplePractice Frees Physicians from Administrative Burden
SimplePractice revolutionized our Direct Primary Care operations by automating patient scheduling and billing workflows. Before implementing it, our staff spent hours manually coordinating appointments and processing membership payments—now those tasks happen seamlessly in the background. The platform’s patient portal integration eliminated phone tag entirely, letting members book visits, message providers, and access lab results 24/7. What impressed me most was how it freed our physicians to focus purely on patient care instead of administrative burden.
My advice: choose AI that removes friction between you and your patients, not complexity. Start with one workflow that currently frustrates both your team and members. The efficiency gains let you spend more face time with patients while keeping membership costs affordable. That’s how care is brought back to patients.
Wayne Lowry, Founder, Best DPC
IBM AI Platform Cuts Order Fulfillment Time 18%
We introduced IBM’s AI-based supply chain platform into our operations during a period of increased vendor delays and logistical hiccups. The goal was to gain real-time visibility and reduce late shipments across our managed services. Within weeks, the system started flagging anomalies in our procurement timelines that we hadn’t caught manually. It alerted us to upstream delays that would have trickled down to clients. That heads-up helped us proactively shift resources and avoid client impact. One quarter in, our average order fulfillment time improved by 18%, and we cut incident resolution time by nearly 40%.
One of the biggest transformations was in how our team collaborated. We didn’t just “hand off” work to AI. Instead, we started getting intelligent prompts—recommendations on how to route support tickets based on priority and engineer availability. The system gave us suggestions, but the final call always stayed with the humans. That blend worked. It kept things efficient without sacrificing service quality. Our 24/7 support desk was able to keep response times low even during a major expansion phase.
If you’re considering a similar platform, start small. Focus on one core pain point—like inventory blind spots or support backlogs—and measure the results before scaling. Make sure your team understands the AI’s role as a helper, not a replacement. And most importantly, don’t skip the human validation piece. AI gives you a flashlight in the dark, but people still need to steer the ship.
Elmo Taddeo, CEO, Parachute
HYROS Transforms Marketing Attribution with Precise Data
One AI platform that significantly improved our company’s operational efficiency is HYROS, a tool we use to track and attribute our marketing campaigns with incredible accuracy. Before HYROS, we struggled to connect ad spend directly to revenue due to complex customer journeys and multiple touchpoints. Implementing HYROS transformed this by providing us with precise, reliable data on which campaigns and channels truly drive sales, enabling us to optimize budgets in real-time and eliminate wasted spend.
The transparency it provided empowered both our marketing and finance teams to align on goals and performance. My advice for others considering HYROS is to invest time upfront in properly integrating and customizing tracking to fit your unique sales funnel. The insights are only as good as the setup. When done right, this platform doesn’t just improve efficiency—it fundamentally changes how you make decisions.
Georgi Petrov, CMO, Entrepreneur, and Content Creator, AIG MARKETER
ChatGPT Boosts Travel Agency Conversion Rates 15%
I’ll admit, I was pretty skeptical about ChatGPT at first. Then a client asked for this wild, 12-day California coastal itinerary packed with foodie stops—something that would’ve eaten up hours of my time if I’d done it all by hand.
Instead, I tossed in some basic details, tweaked the AI’s ideas a bit, and pulled together a personalized proposal in under half an hour. The client booked it right away.
ChatGPT changed the way I handle consultations. Now it takes care of the tedious research, so I get to focus on the fun parts—personal touches, building real client relationships.
Since we started using it, our inquiry-to-booking conversion rate’s jumped about 15%. That’s mostly because we can answer detailed requests a lot faster than anyone else.
If you’re thinking about bringing AI into your process, don’t try to reinvent everything overnight. I’d say, start with one annoying pain point.
For us, the sweet spot is letting AI do the repetitive research, but keeping the creative decisions and quality checks in my hands. Honestly, “AI handles information, but you handle inspiration”—that’s kind of become our motto.
Joe Hawtin, Owner, Marin County Visitor
AI Matching Algorithm Reduces 3PL Selection to Days
Our proprietary AI-powered matching algorithm has been game-changing for Fulfill.com’s operational efficiency. When I started building this platform, I saw firsthand how the traditional 3PL selection process was plagued with inefficiencies – businesses spending weeks researching partners only to end up with misaligned capabilities.
Our matching algorithm analyzes thousands of data points across order volumes, product types, geographic needs, and shipping requirements to connect eCommerce brands with their ideal fulfillment partners in minutes instead of weeks. The transformation has been remarkable – we’ve reduced the partner-finding process from 3-4 weeks to just days while dramatically improving match quality.
What makes this platform especially powerful is how it learns and improves with each successful match. We’ve incorporated feedback loops that continuously refine our matching criteria based on partnership outcomes. This has allowed us to achieve over 90% satisfaction rates with initial matches, something unheard of in an industry where finding the right 3PL partner typically involves multiple failed attempts.
For companies considering implementing similar AI solutions, my advice is threefold: First, start with a deep understanding of your customers’ pain points rather than building technology for technology’s sake. Second, build feedback mechanisms into your platform from day one – the real magic happens when your AI can learn from real-world results. Finally, maintain the human element. Our AI is powerful, but we still have logistics experts who review recommendations and provide nuanced guidance that algorithms alone can’t deliver.
The most surprising benefit? Our team now spends more time on high-value consultation instead of repetitive research tasks. It’s transformed not just our efficiency but the quality of service we provide to both eCommerce businesses and 3PL partners.
Joe Spisak, CEO, Fulfill.com
Surfer SEO Turns Content Guesswork into Data-Driven Precision
Surfer SEO completely transformed how we approach content optimization at Scale By SEO, turning what used to be guesswork into data-driven precision. Before Surfer, our content writers would spend hours researching competitor articles and manually analyzing SERP patterns, often missing crucial optimization opportunities that could make or break rankings. Now the platform automatically analyzes top-ranking pages for any target keyword, providing specific word count recommendations, semantic keyword suggestions, and content structure insights that consistently improve our clients’ search visibility.
The real game-changer is how it eliminated the back-and-forth between our content team and SEO analysts—writers can now optimize in real-time using Surfer’s content editor, seeing their optimization score improve as they write. My advice for agencies considering Surfer: start with their content editor for immediate wins, then gradually integrate their keyword research and SERP analyzer tools as your team gets comfortable with the workflow. The efficiency gains compound quickly when you’re not constantly second-guessing optimization decisions. That’s how visibility in search is achieved.
Wayne Lowry, CEO, Scale By SEO
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