Nick Saraev Daily Update Friday, May 30
AI Automation Insights
Key Money-Making Insights
Nick reveals powerful project management automation systems that can streamline marketing agencies and significantly reduce operational overhead. He provides a strategic framework for identifying automation opportunities in any business by asking the right discovery questions. The focus is on creating scalable systems that eliminate repetitive tasks and improve client delivery efficiency.
Top Money-Making Q&As
Question 1
How do I set up a project management automation system for marketing creative agencies?
There are two main types: stage-based and subtask-based systems. Stage-based systems flow linearly through stages like assigned, writing, editing, QA, and delivery, suitable for high volume, simple projects. Subtask-based systems break projects into independent subtasks with dependencies, allowing simultaneous work, better for complex scopes. Automate by linking stage changes or subtask completions to webhooks triggering actions in your workspace or communication tools.
Question 2
What questions should I ask a business owner to uncover repetitive tasks for automation?
1) Where do you get your leads from? 2) Walk me through the customer journey from first to last contact. 3) Describe what fulfillment looks like. Follow up with specific questions about each stage, roles involved, communication, and processes to identify automation opportunities.
Question 3
How does the wait node interact with the webhook in the Upwork scraper template and are there best practices?
The wait node simply pauses execution for a set time. The webhook URL is generated at runtime and resumes the scenario when called back. The pattern involves Appify calling the webhook after scraping is done to continue processing. Newer Appify API endpoints allow synchronous execution, simplifying this. Using callbacks is better than fixed waits to avoid delays or missed updates.