Adam Sand runs an automated AI agent loop each morning that pulls service tickets, new customer sign-ups, and calendar appointments, then synthesizes them into a single web page brief. The system extracts trends from tickets, enriches leads with company data, and surfaces recent notes on upcoming prospects.
Chapters
Every day, what AIs do you use daily? Start first thing in the morning.
I would say the first thing I'm doing is reviewing the business. There's an agent loop that's like a routine. It does it every day. It'll analyze the service tickets that we have in the business, the new customers that are coming in, any of the calendar meetings I have. It basically tells me like, what is the general thesis of the tickets that have come in for like what our customers are requesting? And then new leads kind of tells me what their companies are, where they're from. And then any appointments on my calendar, it kind of pulls recent notes and it researches the prospects. It'll tell me, oh, this roofer is this person, and it just puts that all onto a web page that updates every day. So I kind of have my daily brief.