The Exceptional Business Podcast

How We Saved Two Hires Using AI: Automating with Monday.com, Zapier & Make


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In this episode of The Exceptional Thinking Podcast, Helen lifts the lid on how she and her team have used AI-driven automation to revolutionise the way their business runs — saving the equivalent of one to two full-time roles through smart systems design.

Following previous episodes on ChatGPT and Go High Level, this one dives into Monday.com, Zapier, and Make — the unsung heroes connecting everything together behind the scenes. Helen walks through how Exceptional Thinking automated client onboarding, appointment processing, and follow-up, turning what once took 30–40 minutes per task into 8–10 minutes or less.

You’ll learn:

  • How Monday.com cut admin time in half by linking telemarketers, account managers, and clients in one automated flow.
  • How Zapier and Make connect systems like Go High Level, Microsoft, and Monday.com to create seamless automations.
  • How automation improved client experience with faster updates, cleaner communication, and near-zero inbox backlogs.
  • Why setup takes time (and patience) — but pays back massively once it’s working.
  • How automation can replace admin roles, freeing you to invest in growth, not repetition.

Helen’s message is clear: automation isn’t about replacing people; it’s about reclaiming time, cutting complexity, and making your business run smoother than ever.

👉 Want to see how automation could power your lead generation and appointment setting? Visit www.exceptionalthinking.co.uk/contact to find out how we combine people, process, and AI to deliver results.

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The Exceptional Business PodcastBy Helen Dowling