This morning I ran my entire workflow from my phone using Claude by Anthropic. No laptop. One conversation.
In this video you'll watch me find and draft a Gmail response without opening Gmail, message my EA on Slack without opening Slack, search Reddit for real-time tax preparer pain points, build and convert a Word doc to PDF, audit a 40-slide PowerPoint and inject speaker notes into every slide, and draft a personalized content strategy email to my marketing team.
Gmail. Slack. Web search. Documents. Files. All connected. No switching apps.
The connectors are the magic. Happy busy season, y'all.
📖 Get The Balanced Millionaire: Advisor Edition: https://cpa.click/jackie
🌐 Learn more: jackie.cpa
🎙️ The Concierge CPA Podcast: https://www.youtube.com/@jackiemeyercpa
⏱️ Timestamps:
0:00 - Gmail response without opening Gmail
0:08 - Slack message without opening Slack
0:16 - Reddit research turned into a social post
0:22 - Word doc to PDF to zip file from my phone
0:32 - 40-slide PowerPoint audit with speaker notes
0:45 - Team Slack post and content strategy email
0:55 - The connectors are the magic
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