Recent Episodes
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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
Client Onboarding Automation: How the Fastest Reply can Crush your Competition!
Win Clients in the First 20 Minutes: Automate Follow-Up and Close on Automatic!00:00 They Lost! You Won!00:13 The Photographer Test00:44 Instant Automated Follow Up01:19 Who Gets Your Business01:40 Freedom Through Automation02:34 Which Owner Are You03:25 Build Systems Early04:06 SuiteDash Wrap Up----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedo
Why Age is Your Advantage: Business Wisdom for Entrepreneurs in Their 40s and Beyond
Join Mike, Founder and CEO of SuiteDash, as he challenges the stereotype that successful businesses are only started by young entrepreneurs. With research showing that the most successful businesses are started by individuals in their 40s and 50s, Mike discusses the unique advantages that come with age, experience, and established networks. He also highlights the importance of delegating tasks, be
DEEP Dive into Dashboards: Building Your Perfect Workspace
Mastering Business Dashboards: Efficiently Customize, Control, and Optimize Join Mike as he walks you through the process of transforming chaotic dashboards into clear, powerful command centers for your business. Learn how to customize and assign dashboards for different roles within your organization, streamline task management, and enhance productivity for both your team members and clients. Div
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