Recent Episodes
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CRM on A.I. Steroids 🔥 Using Custom Data Cards to Highlight Data Gaps
Before you can start work, you need to know which Clients still owe you information, and digging through every record to find out wastes time. SuiteDash's Custom Data Cards everywhere shows you at a glance.Choose the Custom Fields that matter for your process and save them as a named Custom Data Card, like "Tax Intake" or "Onboarding." Turn on Field Count, and each Client's Card shows how many of
The Fastest Way to Review Client Forms and Uploads using SuiteDash
Reviewing what your Clients send you shouldn't mean pop-ups, downloads, and losing your place. SuiteDash's new Submission Review Panel opens every form submission right beside your list, so you can work through them in one continuous pass.Click any submission and it opens in a side panel while your list stays put, with your current row marked. Answers, uploaded files, PDFs, and photos all open rig
From Data to Decisions: Analyzing Email Campaign Success w/ SuiteDash
00:00 Why Reporting Is Hard00:12 Open Performance Report00:35 Campaign Metrics Overview00:47 Yearly Snapshot00:59 Reading Open Rates01:11 Monthly Trends01:27 Audience Insights01:46 Link Click Winners02:05 Save Schedule Share02:13 Wrap Up Next StepsEmail Campaign Performance Report: Track Opens, Clicks, Unsubscribes & Top LinksIntroducing Email Campaign Performance, a new Marketing Report that lets
A.I. Powered Automation: The Future of Business Workflows!
SuiteDash A.I. Auto Decision: Route Inquiries in Seconds (with Wingman Approval Mode)00:00 A.I. Auto Decision Overview00:39 Meet Vandelay Industries01:48 Auto Templates Explained03:17 Agents Setup Basics04:21 Building Decision Skills06:22 Add to Automations07:17 Customer Form Experience07:39 Decision Results Walkthrough08:50 Wingman Mode Review11:02 More Use Cases Guardrails12:35 Wrap Up Next Step
Day Counter: Simple and Easy Custom Data for your CRM + Client Portal
Day Counter Custom Field: Automatically Track Days Until (or Since) Any DateThis episode introduces Day Counter, a custom field that pairs with an existing date field to automatically show how many days are left until a date or how many days have passed since it, with no formulas required. After selecting the day counter type and choosing the date field it counts from, each record displays an alwa
SuiteDash BYOK: The Ultimate A.I. Harness for Business Operations & Automations
00:00 Welcome and Big Claim00:18 What Is an A.I. Harness02:20 Why Context and Permissions Matter03:18 The Problem With DIY Toolchains05:31 SuiteDash as the Unified Harness06:52 BYOK Explained Bring Your Own Key07:53 Privacy Compliance and Local Models09:15 Live Demo A.I. Connections Setup10:01 Adding Providers Defaults and Reporting11:48 No API Keys Use SuiteDash A.I. Service13:09 Switching Betwee
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