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Agencies

Client comms, status, project operations.

01Automation5 min

Extract structured project data from messy client briefs in 90 seconds

Use Claude's batch API with document parsing to convert unstructured client emails and PDFs into standardized project specs your team can action immediately.

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02Automation5 min

Build a weekly competitive intelligence report without manual scraping

Use Perplexity Pro API or Claude's web browsing to auto-monitor competitor websites, social feeds, and pricing pages, then compile changes into a searchable database your team references during strategy work.

  1. 1Create a list of 10-15 key competitors you track for each client vertical you serve
  2. 2Build a Make scenario that runs daily: fetch the latest homepage, pricing page, and LinkedIn content for each competitor using Perplexity's web search capability
  3. 3Have Claude summarize changes detected: new service lines, pricing shifts, rebranding, team announcements, campaign pivots
  4. 4Append findings to an Airtable base with columns for competitor name, change category, date detected, and strategic implication
  5. 5Share the Airtable view with your strategists and share key findings in a Slack channel every Friday morning
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Why it matters

Your team spots client opportunities (copy angle, differentiation, pricing strategy) before your competitors do, and you have 18 months of baseline data to reference.

03Prompt5 min

Generate client-specific proposal language from templates without sounding generic

Use a structured prompt to have Claude rewrite your standard proposal sections with specific details pulled from intake forms, making each one feel bespoke while saving 45 minutes of writing.

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