Automating Your SOPs: What Actually Works (Real Case Study) with Shannon & Ryan Smit

15 Jan 2026 · 32 min
Episode

15 Jan 2026 · 32 min

0:00

Shannon and Ryan Schmidt of Smart Business Solutions built SOPs over 18 years and automated their accounting practice with Power Automate and AI. A bot they created consolidates client notes across three platforms, saving roughly an hour per person per day. Ryan, their systems champion, started by questioning existing steps and gradually formalized the role.

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