8 AI and ChatGPT Automation Use Cases for Agencies 

Reading Time: 3 minutes

AI, Bard, and ChatGPT are like a trio of master chefs. Each holds a unique purpose that, when combined with the right problem or task, can create the perfect recipe. 

AI brings to the table a smorgasbord of abilities. It has the capability to clear your plate of repetitive tasks, season client experiences to each individual’s taste, and can even anticipate and adapt to the ever-changing flavors of future trends. Essentially, AI is fast becoming a staple for any agency with Michelin star-like dreams.  

In this article, we’re serving up eight creative use cases for how agencies can automate their systems and workflows.

8 AI use cases to automate your systems and processes  

Here are a handful of real-life examples to inspire you.  

1. Create an automated newsletter digest 

In a series of tweets, Walter shares his process for quickly summarizing and managing  all newsletters he receives each day using automation tools like Open AI + Zapier.

Leveraging tools like Zapier and Google Docs, he can stay informed about the top news and trends in his industry faster. He emphasized the importance of formatting and organizing these summaries to improve productivity. 

2. Optimize your note-taking system 

In a new note-taking workflow outlined by Liam, he incorporates automation to streamline his note-taking processes. The workflow consists of four steps and utilizes Remarkable, Zapier, OpenAI’s ChatGPT API, and Google Docs.

Automating the entire process, from handwritten notes to note saving and extraction, Liam saves a ton of time and effort and eliminates the need for manual transcriptions and formatting.  

3. Automate expense tracking 

Reid shares how he was able to automate the tedious task of receipt tracking and management using a combination of different tools, including ByteScout, ChatGPT, and Zapier. 

The automation starts with Gmail, where the simple act of labeling emails as “Receipts” triggers the automation. Using the Plain Text conversion feature, Reid then employs ByteScout to handle the attachments and extract relevant information from PDF receipts. With the extracted details, he then integrates ChatGPT, benefiting from the variables it provides for further processing.

The end result is a streamlined process where receipts are automatically scanned, itemized, categorized, and entered into a Google Sheet, complete with a link to the original PDF stored in Google Drive.

4. Save time responding to emails 

Emad employed a custom Zapier plugin to make his email workflow easier. By using a plugin, he was able to extract data from his Gmail account with ChatGPT’s capabilities to compose new emails in his own writing style based on historical data. 

5. Write and debug code faster 

In this example, Pietro highlights how you can write and debug simple code even if you aren’t a developer using ChatGPT Code Interpreter, For instance, he mentions the ability to extract colors from an image and generate a palette.png file. By providing a visual representation of the extracted colors, it becomes a valuable asset for designers and artists. You can also use this to automatically compress images. 

6. Edit videos faster 

Jerem shares how he has been able to create 8 different videos without being a video editor by using PictoryAI and Descript. Both apps make it easy to edit videos with plain text commands.  

With PictoryAI, users can quickly transform their ideas into engaging videos, saving time and effort, and by using Descript, content creators can easily edit audio files, generate transcripts, and enhance the overall quality of their content.

7. Generate meeting summaries 

This practical AI use case demonstrates how to save time reviewing meeting notes. By using Fathom, an AI-powered tool, Anthony is able to record Zoom calls and automatically generate summaries.

He can then access the necessary information without the time-consuming task of sitting through lengthy recordings. This not only saves time but also reduces the mental energy required to process and retain the information.

8. Create your own AI content assistant 

You can also leverage ChatGPT, or in this case, build your own custom plugin, as a content assistant. In this example, the goal was to transform “tester notes” into well-crafted post drafts on Ghost. 

The process begins with posting their thoughts to a Discord channel. They used Zapier to run three ChatGPT prompts to enhance the content: Identifying the app or tool being discussed, Generating a post title, and Drafting the post body. The resulting content is later transferred to Ghost in HTML format, with the option for manual review and editing before publishing.


From generating meeting summaries to building industry newsletter digests and automating expense tracking, these eight use cases are just the tip of the iceberg.

As the AI landscape continues to evolve, we expect there will be a lot more ways that agencies can automate manual or repetitive tasks with this tech.

In fact, at HighLevel, we’re constantly adding new AI capabilities to our product. Get started with a 14-day free trial here.  


Related Post

Join 1Million+ Marketers & Agency Owners For Weekly Insights That Drive Success!