All case studies
Finance / Business Development · Digital Chief of Staff
A capital markets BD partner turned every Fireflies recording into action
A Microsoft-shop-friendly Digital Chief of Staff turned every meeting recording into action items, follow-up drafts, LinkedIn content, and deal intel.
The problem
A VP at a CPG and food capital markets firm was a high-volume BD operator with no executive assistant. He needed post-call automation and Outlook inbox triage at a finance firm where consumer AI tools could not pass IT review.
What we built
- Fireflies → Lindy → Google Sheet pipeline that auto-generates action items, follow-up email drafts, LinkedIn content drafts, a story bank, deal intel, and a meeting log
- Outlook inbox triage Phase 1 using native server-side rules (Priority people, Newsletters, Archive)
- LinkedIn voice-and-style profile extracted from his existing posts
- Power Automate Phase 2 plan with Claude classifier for fuzzy buckets
Stack
Outcome
Wrapping up. Client called the deliverable "DOPE."