Show notes
Marcus and Rachel introduce the Automation Idea Generator from Collected by DBA, a free tool designed to help accounting firm teams identify what to automate, assess ROI, and get started without hiring a consultant. The episode walks through a live demo and breaks down a key distinction the whole firm needs to understand: AI designs the process, automation runs it. They also get honest about the real barrier to adoption in most firms, which isn't the technology, it's the team.SponsorsDiscover.AI - discover.ai The Automation Idea Generator: https://collective.cpa/automationpromptWatch on YouTubehttps://youtu.be/zIW4hkn8wYwIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss
(01:15) - Episode Tool Teaser
(01:34) - Family Travel Update
(05:42) - Why This Free Tool
(07:07) - AI Vs Automation Basics
(08:38) - Tech Pace And Firm Context
(11:25) - Automation Initiative Start
(12:47) - Credit To Tool Builders
(14:10) - Temporary Tool Mindset
(16:31) - Team Training Exercise
(18:49) - Evaluating Automation ROI
(21:08) - Real Example Prospect Folder
(23:06) - Integration Reality Check
(28:05) - Demo Begins Tool Link
(30:36) - Software Stack Setup
(32:12) - File Storage Choices
(33:02) - Define the Pain Point
(34:06) - Payroll Email Use Case
(36:49) - Time Savings and ROI
(38:57) - Generate the Prompt
(41:10) - Claude Reviews Automation Ideas
(44:18) - Risks and Change Management
(48:13) - Empower the Whole Team
(51:39) - Wrap Up and Feedback