How our AI Agent Migrated SPP Automations to Keap

When we needed to move the order and follow-up automations off Service Provider Pro and into Keap before cancelling the subscription, we put the AI agent on it, and it ran the whole migration phase by phase in the browser: it audited the source platform, documented every live Zap, rebuilt the Spotlight lane in Keap, ran a real end-to-end test …

How We Automated Quick Audit Follow-Ups with Zapier

This page is a worked example (a leaf). The canonical for how we audit is How we audit. We built a Zapier follow-up sequence that automatically emails Quick Audit clients after purchase, nudges them until they complete the intake form, notifies the internal team at every step, and hands off to Daniel’s automation once the form is submitted — solving …