Automate Your Agency

Alane Boyd & Micah Johnson

Are you a founder dreaming of breaking free from the day-to-day grind? Or perhaps you're looking to scale your company without burning out? Welcome to Automate Your Agency with Alane Boyd and Micah Johnson, a podcast dedicated to helping you systemize and automate your business for more efficient, scalable operations that can run without you.Join our hosts as they share battle-tested strategies and cutting-edge tools that take the guesswork out of systemizing your business. Drawing from their experience of growing their agency to 600+ active clients before their exit, Alane and Micah offer actionable insights on:✅ Implementing effective software solutions ✅ Leveraging automation and AI to do more with less✅ Creating workflows and systems that allow your business to run without you✅ Preparing your company for a potential sale or exitEach week, they take a deep dive into real-world operational challenges and showcase solutions they've implemented. Whether you want to double revenue without doubling headcount or build a business that runs smoothly in your absence, this podcast is your roadmap to success.Subscribe to Automate Your Agency with Alane Boyd and Micah Johnson now on your favorite podcast platform and join other forward-thinking entrepreneurs as they transform their businesses into well-oiled machines that are primed for growth and ready for whatever the future holds!For more game-changing strategies and resources, visit us at biggestgoal.ai!To access exclusive content, training, workshops, and more, join our Your Biggest Goal Community!Take advantage of our free tools:Free Asana, ClickUp, or Monday.com Selector ToolGet 25 Free Custom Automation Ideas for your BusinessIt's time to work smarter, not harder – let's automate your agency and unlock your business's potential!

  1. 5H AGO

    5 Ways to Make Claude Love Your PM Tool

    Your project management tool is capable of so much more than task tracking, but most teams are using only 10% of its potential. Alane Boyd and Micah Johnson break down the harsh reality of why that remaining 90% is limiting your team, workflows, and AI automation efforts.  If you've ever felt like your PM tool is just a fancy to-do list that doesn't really streamline anything, this conversation will change your perspective. The hosts get real about the five foundational elements that separate teams who struggle with scattered workflows from those who've built AI-powered automation hubs. In this episode, you'll learn: Why standardization comes before automation and the chaos that happens when you skip this stepHow to template everything without losing your mind or creativityThe tough love truth about where ALL work must live (hint: not in Slack)Why collaboration belongs in your PM tool, not scattered across platformsThe training approach that actually gets teams using features consistentlyReal examples of how AI agents like Perry and Cleo leverage these foundationsIf you're ready to transform your project management tool from a glorified to-do list into the command center for seamless workflows and AI automation, this episode shows you exactly how to build those foundations. If this episode hits home, we have free PM basics courses for ClickUp, Asana, and monday.com at biggestgoal.ai. Share them with your team. They'll thank you. Tools/Platforms Mentioned Project Management Tools: ClickUp, Asana, and monday.comSlackMicrosoft TeamsClaude Coworkn8nPerry (Podcast Agent)Cleo (Client Onboarding Agent)Learn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    31 min
  2. MAY 18

    ClickUp to Cowork: What 100 Episodes Taught Us

    A hundred episodes ago, Alane Boyd and Micah Johnson asked what if you could save one hour a day... and that felt ambitious. Now they're watching AI compress entire job functions into a single afternoon. This milestone episode isn't just a celebration, it's a timeline of the AI revolution in business. From traditional automation and project management tools to AI agents that completely transform how companies operate. In this episode, you'll learn: How the AI conversation evolved from "save an hour" to "transform everything" in 24 monthsWhy the fundamentals matter more now than ever (good data, workflows, APIs)What companies are doing wrong when they try to add AI to old processesThe timeline that changed everything from ChatGPT to Claude CoworkPredictions for the next 100 episodes and where business automation is headingWhat hasn't changed (great judgment, team members) vs what's acceleratingIf you've been on this journey or just starting to think about AI in your business, this episode is both your celebration and your roadmap for what's possible. We're launching two new programs at Biggest Goal! A free self-paced Claude Cowork Masterclass and an upcoming Claude Deep Dive Series, fill out the interest form to get your invite. Tools/Platforms Mentioned Claude CoworkChatGPTPerplexityAutomation Platforms: n8n, Zapier, MakePM Tools: ClickUp, Asana, Monday MCP ServersAPIsGammaLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    30 min
  3. MAY 11 ·  VIDEO

    Claude Builds Live Dashboards In Minutes

    Executives sit on piles of data from Stripe, calendars, CRMs, and countless spreadsheets, but can't easily see it all in one place without making it a major project. AI has changed that, and Alane Boyd and Micah Johnson show exactly how to create live dashboards in minutes. If you've ever felt frustrated jumping between ten different platforms just to get the data you need, this conversation will change your approach. The hosts get real about solving actual business problems with Claude's Live Artifacts feature. In this episode, you'll learn: How to connect Stripe data using native MCP connectors for revenue trackingWhy calendar analysis revealed shocking productivity insights in under 60 minutesThe n8n + Supabase workaround when MCP connectors hit data limitationsReal examples of dashboards built live during the recording sessionHow to move from scattered data to unified insights without hiring developersThe difference between static reports and AI-powered live analysisIf you're ready to stop drowning in data and start building dashboards that actually update automatically, press play now. Learn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    26 min
  4. MAY 4

    3 Things Claude and ChatGPT Can't Live Without

    New AI models drop every week, but the three things that actually matter for AI success haven't changed. Probably won't. Alane Boyd and Micah Johnson cut through the overwhelming pace of AI updates to focus on what really drives results. While everyone's chasing the latest features and freezing up over platform changes, the fundamentals remain rock solid. If you're tired of feeling behind every time a new AI tool launches, this episode brings clarity to the chaos. In this episode, you'll learn: How to organize data that AI can actually use (hint: your 900-file Dropbox folder isn't it)Why documented SOPs stop AI from making terrible judgment callsWhich platforms matter and why APIs, webhooks, and MCPs are non-negotiableHow to future-proof your setup so you're ready for any AI change that comesWhy these fundamentals separate companies using AI as chat from those using it as a coworkerThe migration reality for businesses stuck on outdated softwareThis isn't about the newest model or flashiest feature. It's about building the foundation that makes any AI tool actually useful. Press play and stop chasing AI hype. Tools and platforms mentioned: Dropbox, Claude Cowork, Custom GPTs (OpenAI), RAG databases, Zapier, Airtable, Supabase, Claude Code, APIs, webhooks, MCPs. Learn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    20 min
  5. APR 27

    Claude and ChatGPT Make Mistakes (So Does Your Team)

    People say they're scared to use AI because it makes mistakes, yet they throw money at salaries for humans who also make mistakes. Alane Boyd and Micah Johnson tackle this fascinating double standard head-on. If you've ever hesitated about AI adoption because of error concerns, this conversation will shift your entire perspective. The hosts reveal why we've been solving this exact problem since the dawn of business.  In this episode, you'll discover: Why 80-90% of workplace accidents are caused by human error (and we still hire humans)How data entry professionals average 3-4% error rates per fieldThe real reason consistency matters more than perfection in business systemsWhy AI + human oversight creates better outcomes than either aloneThe organic approach to AI integration that eliminates overwhelm and gets quick winsHow to design systems where both humans and AI do what they're best at This isn't about choosing between humans and AI. It's about building systems that account for the reality that both make mistakes, and both bring unique strengths to your business. Tools/Platforms Mentioned: ClickUpAsanaMondayClaude/Claude Coworkn8nSkills (AI SOPs)Learn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    20 min
  6. APR 20

    Claude Called It Cowork for This Reason…

    When you think about AI workflows, you typically think about achieving success when there are no humans involved. But Alane Boyd and Micah Johnson call this "over automation," and it's costing businesses time, money, and sanity. The hosts have seen it repeatedly: companies build elaborate "hands-off" AI systems only to spend more time fixing what AI got wrong than they would have spent doing it manually. The problem isn't the technology, it's the approach. In this episode you will learn: Why 80% is the automation sweet spot and 100% creates more problemsThe difference between automation and AI automation and why it matters for your workflowsHow to design systems with human judgment built in without losing efficiencyWhy micro-automations beat monolithic systems for maintenance and reliabilityReal examples from Goldman Sachs showing how even Wall Street keeps humans in the loopThe two camps getting AI wrong and how to find the middle ground that actually worksIf you are building AI workflows or considering it, this episode will save you from expensive mistakes and show you how to get the balance right.  The real question is not "how much can I automate?" It is "where do I still need to be the smart one?" Tools and frameworks mentioned:  Clauden8nClickUpZapierMakePipedriveTo sign up for our AI News Brief, sign up at the Biggest Goal community. Upcoming Webinars & Workshops: Claude Cowork Free 30-Minute Webinar | April 23rd at 3 pm CSTClaude Cowork Quickstart Workshop | May 11th at 11 AM MSTLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    35 min
  7. APR 13

    The Three Claude Cowork Tools You Absolutely Need

    Most people use Claude Cowork like a chat window and wonder why they're not getting results. In this episode, Alane Boyd and Micah Johnson break down the three tools that change everything — Connectors, Skills, and Plugins — and why almost nobody is using them correctly. If you've been frustrated with inconsistent AI outputs or spending too much time recreating the same workflows from scratch, this is the episode that fixes it. The hosts get into what each tool actually does, how they work together, and what it looks like in practice, including a lawyer whose attorney complimented the AI-written contract sections, and a client who noticed the quality of every follow-up email without ever being told there was a Skill behind it. In this episode, you'll discover: How to stop confusing Connectors, Skills, and Plugins once and for allWhy Skills function like SOPs for AI and eliminate inconsistent outputsThe Plugins that make you an instant expert How to create McDonald's-level consistency in your business operationsReal client success stories and which Plugins the hosts actually use dailyStop using Claude Cowork like a fancy chatbot and start running it like an operational system. Stick around for Micah's bonus at the end: scheduled tasks. Because that's where everything clicks into place. Tools mentioned: Claude, MCP (Model Context Protocol), Grain, Pipedrive, Gmail, Zapier, Make, n8n, Pencil Workshop: Claude Cowork Workshop on May 11th at 11 am MST. Sign up here. Learn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    29 min
  8. APR 6

    When to Use Claude Cowork vs. n8n

    Everyone keeps asking: should I use Cowork or n8n? Alane Boyd and Micah Johnson reveal why the answer isn't either/or, it's both. In this episode, they break down exactly when to use each tool and how they work together to create bulletproof automation systems.  If you've been wondering whether these tools compete or complement each other, this conversation will clear up the confusion. The hosts get real about the strengths and limitations of each platform based on their hands-on experience. In this episode, you'll learn: Why Cowork excels at reasoning but struggles with scalabilityHow n8n handles predetermined workflows that run without human interventionReal examples of integration like sales pipeline management and weekly retrospectivesThe strategic approach to testing processes in Cowork before automating them in n8nWhere to start if you're new to either platformIf you're ready to stop choosing between tools and start designing systems that leverage each platform's strengths, this episode shows you exactly how to do it. Tools/Platforms Mentioned Cowork (AI assistant platform)n8n (workflow automation platform)Claude (AI Skills)Pipedrive (CRM)Email platformsAPIs and webhooksClickUpAsanaMonday.comSlackLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The June 8th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps. Upcoming Sessions: Claude Cowork Masterclass (Beta)Claude Deep Dive SeriesConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast! For more information, visit our website at biggestgoal.ai.

    17 min
5
out of 5
6 Ratings

About

Are you a founder dreaming of breaking free from the day-to-day grind? Or perhaps you're looking to scale your company without burning out? Welcome to Automate Your Agency with Alane Boyd and Micah Johnson, a podcast dedicated to helping you systemize and automate your business for more efficient, scalable operations that can run without you.Join our hosts as they share battle-tested strategies and cutting-edge tools that take the guesswork out of systemizing your business. Drawing from their experience of growing their agency to 600+ active clients before their exit, Alane and Micah offer actionable insights on:✅ Implementing effective software solutions ✅ Leveraging automation and AI to do more with less✅ Creating workflows and systems that allow your business to run without you✅ Preparing your company for a potential sale or exitEach week, they take a deep dive into real-world operational challenges and showcase solutions they've implemented. Whether you want to double revenue without doubling headcount or build a business that runs smoothly in your absence, this podcast is your roadmap to success.Subscribe to Automate Your Agency with Alane Boyd and Micah Johnson now on your favorite podcast platform and join other forward-thinking entrepreneurs as they transform their businesses into well-oiled machines that are primed for growth and ready for whatever the future holds!For more game-changing strategies and resources, visit us at biggestgoal.ai!To access exclusive content, training, workshops, and more, join our Your Biggest Goal Community!Take advantage of our free tools:Free Asana, ClickUp, or Monday.com Selector ToolGet 25 Free Custom Automation Ideas for your BusinessIt's time to work smarter, not harder – let's automate your agency and unlock your business's potential!

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