Automate Your Agency

Alane Boyd & Micah Johnson
  • 5.0 (6)
  • Business
  • Updated Weekly

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. 6d ago

    Cowork Can Create Silos and This Is How to Solve It

    Send us Fan Mail What happens when someone goes on vacation and all their AI work becomes inaccessible? Alane Boyd and Micah Johnson tackle the collaboration crisis emerging as teams adopt Claude for real work. This isn't really about vacations. It's about work getting siloed in individual AI sessions where no one else can access the research, problem-solving, and progress being made. When AI tools actually do the work instead of just providing suggestions, everything changes. In this episode, you'll learn: Why AI work gets trapped in individual sessions and how to prevent itThe paradigm shift from sharing AI chats to sharing AI outputsHow to use Connectors and Skills to automatically save progress to shared systemsReal examples of ClickUp integration that keeps work flowingWhy this collaboration problem affects daily teamwork, not just vacationsPractical systems for making AI enhance collaboration instead of breaking itIf you're ready to stop treating Claude like a personal diary and start using it as the collaborative tool it's meant to be, this episode shows you exactly how. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned ClaudeProject Management Tools: ClickUp, Asana, Monday.comHelp ScoutPipedriveSalesforceFrontSlackTeamsDropboxGoogle DriveSharePointLearn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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

  2. Jun 1

    Claude Needs a Source of Truth (And So Do You)

    Send us Fan Mail Before you connect AI to anything, decide where each type of information live, and never let it live in two places. Alane Boyd and Micah Johnson tackle the biggest mistake teams make when implementing AI tools like Claude. If you've ever wondered why your AI gives inconsistent answers or pulls outdated information, this episode reveals the culprit. The hosts get real about why downloading files and re-uploading them to AI projects creates chaos. In this episode, you'll learn: How to establish a single source of truth that works for both humans and AIWhy duplicate files kill AI accuracy before you even realize it's happeningThe knowledge layer approach to connecting AI with your existing systemsReal examples of what goes wrong when information lives in multiple placesHow to properly connect Claude to SharePoint, Google Drive, and other storage without creating copiesWhy standardization isn't optional when AI tools are part of your workflowIf you're ready to stop making AI guess where to find information and start giving it access to the right source, this episode shows you exactly how. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned ClaudeSharePointGoogle DriveDropboxBoxPM Tools: ClickUp, Asana, Monday.comGrainMicrosoft 365IgniteRipplingPipedriveObsidianTrainualLearn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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.

    15 min

  3. May 25

    5 Ways to Make Claude Love Your PM Tool

    Send us Fan Mail 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. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned Project Management Tools: ClickUp, Asana, and monday.comSlackMicrosoft TeamsClaude Coworkn8nPerry (Podcast Agent)Cleo (Client Onboarding Agent)Learn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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

  4. May 18

    ClickUp to Cowork: What 100 Episodes Taught Us

    Send us Fan Mail 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. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned Claude CoworkChatGPTPerplexityAutomation Platforms: n8n, Zapier, MakePM Tools: ClickUp, Asana, Monday MCP ServersAPIsGammaLearn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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

  5. May 11 ·  Video

    Claude Builds Live Dashboards In Minutes

    Send us Fan Mail 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. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesLearn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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.

    27 min

  6. May 4

    3 Things Claude and ChatGPT Can't Live Without

    Send us Fan Mail 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. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesLearn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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.

    21 min

  7. Apr 27

    Claude and ChatGPT Make Mistakes (So Does Your Team)

    Send us Fan Mail 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. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned: ClickUpAsanaMondayClaude/Claude Coworkn8nSkills (AI SOPs)Learn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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

  8. Apr 20

    Claude Called It Cowork for This Reason…

    Send us Fan Mail 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?" Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools and frameworks mentioned:  Clauden8nClickUpZapierMakePipedriveTo sign up for our AI News Brief, sign up at the Biggest Goal community. Learn More about our AI Leadership Workshop Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive. Book a call to customize your workshop 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 MasterclassClaude 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
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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!

Information

  • Creator
    Alane Boyd & Micah Johnson
  • Years Active
    2024 - 2026
  • Episodes
    104
  • Rating
    Clean
  • Copyright
    © 2026 Automate Your Agency
  • Show Website
    Automate Your Agency

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