The Problem
In a fast-paced global marketing role, our client managed dozens of projects while fielding constant input from stakeholders. The pace made it difficult to keep up with notes, tasks, and follow-ups. Over an hour a day was lost manually turning notes into tasks—causing context loss, missed deadlines, and cognitive overload due to a lack of integration between note-taking and task management tools.

How We Helped
Through the FutureProof AI Enablement Program, we partnered directly with the client to co-develop a practical, AI-powered workflow tailored to their needs. Using secure, enterprise-approved tools and automation frameworks, we designed a system that:

• Extracts action items from meeting notes automatically

• Translates notes into structured tasks

• Estimates and allocates calendar time based on task complexity

• Sends reminders and creates a centralized task hub for easy follow-up

We guided the team through hands-on sessions, collaborative build-outs, and iterative prototyping — enabling them to launch and scale their solution within weeks.

The Impact
By implementing this system, the client eliminated over 5 hours of manual tasking per week — equating to more than 250 hours saved annually for a single individual. When applied across a broader team, the potential to save thousands of hours per year is clear.