Episode #137: Top 3 AI Note Takers and Why You Need to Be Using One

Let’s be real... trying to take detailed notes during meetings and stay present is nearly impossible. That’s where AI comes in.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m diving into the top 3 AI-powered note-taking tools that are saving entrepreneurs hours every single week. Whether you’re managing team meetings, client calls, or podcast interviews, these tools do the heavy lifting—so you can focus on the conversation without losing any details.

You’ll walk away knowing exactly which tools to try, how to use them, and how to avoid the most common mistakes people make when implementing AI note-takers into their workflow.

If you’re still manually typing out meeting notes—or worse, forgetting important details—this episode will completely change the way you work.

IN THIS EPISODE, YOU’LL LEARN:

➔ Why AI note-takers are essential for busy entrepreneurs
➔ The pros, cons, and best use cases for Fireflies AI, Otter AI, and Fathom
➔ How to use AI note-takers to improve productivity, documentation, and team communication
➔ Real talk on privacy, permissions, and best practices
➔ How to choose the right tool for your business needs

RESOURCES MENTIONED:

Affiliate Disclosure: Some of the links below may be affiliate links, which means I may earn a small commission if you purchase through them—at no extra cost to you. I only recommend tools I personally use and love!

📌 Fireflies AI 
📌 Otter AI
📌 Fathom 

⏱️ TIMESTAMPS:

02:26 – The Importance of AI Note Taking
03:32 – Overview of Top AI Note Taking Tools
04:20 – Fireflies AI: The Business Powerhouse
07:04 – Otter AI: The Collaborative Note Taker
10:53 – Fathom: Unlimited Recordings for Free
13:21 – Advanced Strategies for AI Note Taking
26:03 – Common Mistakes and Best Practices
28:32 – Conclusion and Final Thoughts

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Episode #136: How to Seamlessly Integrate Asana with AI Tools for Your Business

If you're dreaming of saving 10+ hours a week (without hiring a full team), this one’s for you. 

In this final episode of the Automated Systems That Scale mini-series, we’re taking your Asana setup to the next level by integrating it with smart AI tools like ChatGPT, Claude, Zapier, and Make. 

Whether you’re a team of one or managing a growing business, these automations will help you create your own digital operations manager, so your business runs efficiently even when you’re offline.

Get ready to turn your business chaos into a streamlined, scalable machine.

✨ NOTE: This is part 4 of the Automated Systems That Scale series, where you’ll learn how to build a streamlined business using smart project management and AI-powered automation tools, one step at a time.

IN THIS EPISODE, I COVER:

➔ How to connect Asana with ChatGPT and Claude using Zapier or Make
➔ Real-world workflows that save hours each week using AI for project planning, SOP creation, and client communication
➔ How to build your own digital operations manager (even if you’re not tech-savvy)

RESOURCES MENTIONED:

📌 Tame Your Business Chaos Toolkit (just $27!)
📌 Claude AI
📌 ChatGPT
📌 Zapier
📌 Make
📌 Asana
 

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: Asana Tutorial: How to Automate 24 Hours of Work Each Week
🎙️ Episode #134: Setting Up Asana for Small Business: Small Business Setup Guide & Automation Tips 
🎙️ Episode #135: How to Turn Your Asana Project Management System onto Autopilot

⏱️ TIMESTAMPS:

01:41 – Integrating AI with Asana
 03:53 – Discovering AI Integration
 05:00 – Using Zapier and Make for Automation
 07:51 – Advanced AI Tools: ChatGPT and Claude
 10:16 – Creating a Prompt Library
 11:37 – Automating SOPs and Documentation
 14:40 – Client Intake and Project Briefs
 16:25 – Improving Processes with AI
 17:55 – The Digital Operations Manager
 22:12 – Connecting All Your Tools
 29:30 – Real Numbers: Time and Money Saved
 36:06 – Steps to Implementing AI Systems
 39:28 – Conclusion and Recap

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #135: How to Turn Your Asana Project Management System onto Autopilot

You’ve got your Asana projects set up. Tasks are organized. Deadlines are in place.

But now it’s time for the fun part — making it run itself.

This is Part 3 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend to take work off your plate — not add more to it.

In this episode of Tech Savvy 101: AI & Automation Made Simple, we’re diving into the next level of Asana: multi-trigger rules, cross-project workflows, and automations that handle the busywork behind the scenes.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ How to use multi-trigger and multi-action rules to automate complex workflows
➔ How to trigger automation using custom fields (perfect for client tracking and content workflows)
➔ How to streamline your cross-project operations, assign work based on capacity, and automate client updates

RESOURCES:

📌 Make (for no-code Asana API automation)
📌 Asana – Free and paid plans available
📌 Join the AI Evergreen Content Machine Waitlist
📌 Done-For-You Custom GPT Builds

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: How to Automate 24 Hours of Work Each Week Using Asana
🎙️ Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time

⏱️ TIMESTAMPS:

01:10 – Exploring Multi-Trigger Rules
04:23 – Multi-Action Rules for Streamlined Processes
06:08 – Custom Fields as Automation Triggers
07:46 – Leveraging Developer Tools and APIs
09:32 – Cross-Project Workflows for Seamless Operations
12:14 – AI-Powered Resource Management
14:08 – Automating Client Communications
16:02 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time

If you’ve ever thought, “There has to be an easier way to keep track of all the things,” you’re right — and Asana is that easier way.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m walking you through you how to set up your Asana workspace from scratch with automation in mind. 

We’re diving into how to structure your projects, build out recurring tasks, and use automation rules that actually save you time (instead of just looking pretty on your screen).

This is Part 2 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend to take work off your plate — not add more to it.

Whether you’re managing content, client projects, launches, or even your weekly schedule, you’ll walk away from this episode with the confidence to turn your project management tool into a time-saving system that supports your growth.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ How to structure your Asana workspace for real efficiency
➔ The best time-saving features inside Asana (that most people ignore)
➔ How to automate recurring tasks, content planning, and client workflows with just a few clicks

RESOURCES:

📌 Asana – Free and paid plans available
📌 AI Evergreen Content Machine Waitlist
📌 Done-for-You Custom GPT Setup

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: Asana Tutorial: How to Automate 24 Hours of Work Each Week
🎙️ Episode #128: Systems That Scale: How to Create SOPs That Actually Work for Your Business

⏱️  TIMESTAMPS:

00:59 – Setting Up Your Asana Workspace
03:34 – Organizing Projects for Automation
07:04 – Creating Recurring Tasks and Dependencies
12:10 – Leveraging AI Features in Asana
13:37 – Integrating Asana with Other Tools
15:54 – Automating Tasks with Asana Rules
18:31 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #133: Asana Tutorial: How to Automate 24 Hours of Work Each Week

Let’s talk about your time... or lack thereof.

If your to-do list keeps growing, but your actual progress? Not so much… you might be stuck in the automation gap — spending hours on repetitive tasks that software could handle for you.

In this episode of Tech Savvy 101: AI & Automation Made Simple, we’re diving into Asana (my favorite project management tool for automating workflows, organizing team communication, and reclaiming your time).

I’ll walk you through how using a project management system to automate repetitive tasks within your business can help you reclaim up to 24 hours of work each week … with no tech background needed.

This is your blueprint if you’re ready to stop doing everything manually.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ What the “automation gap” is (and how it’s draining your time + energy)
➔ Real-life examples of how I use Asana to automate content planning, client onboarding, and more
➔ Step-by-step actions to start closing your automation gap today — even if you’re not tech-savvy

RESOURCES:

📌 Try Asana – free and paid plans available
📌 AI Evergreen Content Machine Waitlist
📌 Done-for-You Custom GPT Setup

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time
🎙️ Episode #128: Systems That Scale: How to Create SOPs That Actually Work for Your Business

⏱️ TIMESTAMPS:

02:35 – The Automation Gap: Time, Financial, and Opportunity Costs
04:03 – Project Management Systems: Asana and Competitors
06:31 – Deep Dive into Asana's Automation and AI Features
09:40 – Real-World Examples of Asana Automations
11:03 – Steps to Close the Automation Gap in Your Business
12:42 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #132: Canva’s 2025 Redesign: The Top 5 Features That Streamline Your Content Creation Process

Spoiler alert: Canva didn’t just get a glow-up — it got a whole new brain.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m giving you the full rundown of Canva’s 2025 redesign — and showing you the five smartest new features that’ll completely change the way you create content for your business.

From multi-format projects to Canva Sheets, Canva Code, and new image + video tools, this episode is packed with time-saving, frustration-busting updates you need to know about if you’re tired of juggling 10 platforms just to make your marketing look good.

Whether you’re creating a lead magnet, social carousel, launch plan, or digital product — Canva’s latest features will help you do it faster, better, and with way less tech overwhelm.

IN THIS EPISODE, I COVER:

➔ The 5 smartest new Canva features (and how to actually use them)
➔ Why multi-format projects are a game-changer for repurposing
➔ How Canva Sheets + Canva Code make your visuals interactive
➔ The one upgrade inside Canva Magic Studio that no one’s talking about (but you’ll love)

RESOURCES MENTIONED:

📌Grab my free quick-reference guide with step-by-step instructions for all of the features I’ve gone over in this episode → https://thesarahbaker.com/canva-redesign-guide
📌 Canva → https://www.canva.com/
📌 AI Evergreen Content Machine → https://thesarahbaker.com/ai-evergreen-content-machine-waitlist

⏱️ TIMESTAMPS:

00:30 – Canva's Major Update: A Game Changer
02:07 – Exploring Canva's Multi-Format Projects
08:43 – Collaborative Features in Canva
15:38 – Introducing Canva Sheets
24:45 – Canva Code: Interactive Elements Made Easy
33:41 – Advanced Image and Video Tools
39:08 – Combining Features for Business Solutions
42:11 – Conclusion and Additional Resources

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #131: Is Jasper AI the Ultimate Solution for Marketing Content Creation?

If writing content is eating up hours of your week, Jasper might just be your new favorite time-saver.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m breaking down exactly what Jasper is, how it works, and why so many entrepreneurs are using it to write high-quality marketing content in minutes, not hours.

Whether you're creating social media posts, email newsletters, sales pages, or even ad copy, Jasper’s templates and brand voice tools help you sound like you (but faster). 

I’ll walk you through real examples, standout features, and how it compares to ChatGPT so you can decide if it’s the right fit for your business.

By the end of this episode, you’ll know how to: 

• Use Jasper to write content faster and more strategically
• Understand where Jasper outperforms other AI tools (and where it doesn’t)
• Decide whether to use Jasper or ChatGPT for different types of content

✨ Bonus: This is part of my AI Essentials series where I teach you how to actually use today's best AI tools in real time, so you can feel confident (not confused!)

IN THIS EPISODE, I COVER:

➔ Jasper’s core features, templates, and frameworks for faster content creation
➔ How to use Jasper for blog posts, social content, email marketing, and more
➔ Jasper vs. ChatGPT — when to use each (and why!)

RESOURCES MENTIONED:

📌 Jasper AI → https://www.jasper.ai/
📌 Done-For-You Custom GPT Builds → Let’s Build Yours
📌 AI Evergreen Content Machine → https://thesarahbaker.com/ai-evergreen-content-machine-waitlist

🎙️ RELATED EPISODES OF TECH SAVVY 101:

• Episode #127: Claude Tutorial: The AI Assistant That’s Changing the Game
• Episode #129: [AI in Action] How to Use Perplexity AI: The Complete Guide for Cutting Your Research Time in Half
• Episode #130: Gemini vs ChatGPT: Which AI Is Better for Visual Content?

TIMESTAMPS:

02:20 – What is Jasper?
04:15 – Jasper's Core Features and Templates
06:46 – Real-World Applications of Jasper
08:41 – Unique Features of Jasper
16:10 – Jasper for Teams
18:04 – When to Use Jasper vs. ChatGPT
19:57 – Limitations of Jasper
22:48 – Conclusion and Final Thoughts

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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SUBSCRIBE & REVIEW
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Episode #130: Gemini vs ChatGPT: Which AI Is Better for Visual Content?

If you’ve ever wished ChatGPT could see what you’re talking about… it might be time to meet Gemini,  Google’s multimodal AI assistant.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m giving you a full walkthrough of Gemini and comparing it to ChatGPT to see which tool comes out on top.

You’ll learn how Gemini works, what makes it different, and exactly how I use it in my own business for tasks like analyzing images, brainstorming content, and interpreting data visuals (without needing to be “techy”).

If you’ve been curious about how Google’s AI tool stacks up against ChatGPT, or if you’re looking for smarter ways to save time with visual content creation, this one’s a must-listen.

✨ Bonus: This is part of my AI Essentials series where I teach you how to actually use today's best AI tools in real time, so you can feel confident (not confused!)

IN THIS EPISODE, I COVER:

➔ What makes Gemini’s multimodal AI capabilities stand out from ChatGPT
➔ Real-world examples of how I use Gemini to speed up visual content creation
➔ When to use Gemini vs. ChatGPT (and how to know which one is right for the task)

RESOURCES MENTIONED:

📌 Gemini by Google → https://gemini.google.com
📌 AI Evergreen Content Machine → Join the Waitlist
📌 Done-For-You Custom GPT Builds → Let’s Build Yours

🎙️ RELATED EPISODES OF TECH SAVVY 101:

• Episode #127: Claude Tutorial: The AI Assistant That’s Changing the Game
• Episode #129: [AI in Action] How to Use Perplexity AI: The Complete Guide for Cutting Your Research Time in Half
• Episode #131: Is Jasper AI the Ultimate Solution for Marketing Content Creation?

⏱️ TIMESTAMPS:

00:41 – Introducing Gemini: Google’s Multimodal AI
01:26 – Getting Started with Gemini
02:54 – Gemini’s Multimodal Capabilities
05:31 – Gemini’s Integration with the Google Ecosystem
07:54 – Real-World Use Cases of Gemini
10:25 – Advanced Features and Pro Tips
11:51 – Understanding Gemini’s Limitations
13:08 – Conclusion and Further Learning

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #129: [AI in Action] How to Use Perplexity AI: The Complete Guide for Cutting Your Research Time in Half

WATCH THIS EPISODE ON YOUTUBE

Let’s be real: digging through dozens of Google tabs just to find one solid stat or update? Exhausting. And time-consuming.

 That’s where Perplexity AI comes in: a next-gen search and research assistant designed to save you hours every single week.

In this episode of Tech Savvy 101, I’m giving you a full walkthrough of Perplexity AI: what it is, how it works, and why it’s a total game-changer for small business owners, content creators, and entrepreneurs who don’t have time to waste.

Whether you're researching industry trends, gathering data for a blog post, or planning a product launch, Perplexity delivers fast, accurate, source-backed answers so you can cut the fluff and get to the good stuff.

✨ Bonus: This is part of my AI Essentials series where I teach you how to actually use today's best AI tools in real time, so you can feel confident (not confused!)

IN THIS EPISODE, I COVER:

➔ What makes Perplexity different from ChatGPT or Google (and when to use it)
➔ How to use search modes like Deep Research, Academic Search & Collections
➔ Real-world use cases for market research, content creation, competitor analysis & more
➔ Pro tips to get better results (and avoid common mistakes with AI search)

RESOURCES MENTIONED:

📌 Perplexity → https://www.perplexity.ai/
📌 AI Evergreen Content Machine → Join the Waitlist
📌 Watch the full YouTube tutorial for this episode → Click here
📌 Done-For-You Custom GPT Builds → Sign Up Here

🎙️ RELATED EPISODES OF TECH SAVVY 101: AI & AUTOMATION MADE SIMPLE: 

• Episode #105: ChatGPT Prompt Writing Tips: How to Get Juicy Results Every Time
• Episode #127: Claude Tutorial: The AI Assistant That’s Changing the Game
• Episode #130: Gemini vs ChatGPT: Which AI Is Better for Visual Content?
• Episode #131: Is Jasper AI the Ultimate Solution for Marketing Content Creation?

⏱️ TIMESTAMPS:

00:46 – Introducing Perplexity: The AI Search Tool
01:49 – Getting Started with Perplexity
11:31 – Perplexity vs. ChatGPT: A Comparative Analysis
17:12 – Advanced Features of Perplexity
18:42 – Real-World Use Cases for Perplexity
21:11 – Pro Tips for Using Perplexity Effectively
23:24 – Limitations of Perplexity
24:49 – Con

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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Episode #128: SOPs Made Simple: How to Organize and Automate Your Business Operations

Let’s be honest… “create SOPs” probably isn’t the task you’re most excited to check off your to-do list. But if you’ve ever wished you could clone yourself or hand off work without explaining it a million times… this episode is for you.

Whether you’re a solopreneur wearing all the hats or you’ve got a small team already, clear and usable SOPs (Standard Operating Procedures) are the secret to saving time, delegating with confidence, and building a business that runs smoothly, even when you’re offline.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m sharing a simple, non-boring, actually-helpful approach to documenting your business systems… without drowning in corporate jargon or complicated templates. 

You’ll learn exactly how to start creating SOPs that save time now and make scaling way easier later.

IN THIS EPISODE, I COVER:

➔ What SOPs really are (and why they matter even if you don’t have a team yet)
➔ A simple 5-part structure for creating process guides that are actually useful
➔ Tools, tips, and best practices for building your SOP library without overwhelm

RESOURCES MENTIONED:

📌 Loom (for screen recording)
📌 Google Drive
📌 ClickUp, Asana, or Notion for project management + SOP storage
📌 Join the Waitlist for AI Evergreen Content Machine

⏱️ TIMESTAMPS:

02:26 – Why SOPs Matter for Your Business
05:22 – Understanding SOPs: What They Are and Aren’t
08:45 – Structuring Effective SOPs
12:48 – Storing and Accessing Your SOPs
15:32 – Creating Your First SOP
18:25 – Common Mistakes to Avoid
21:06 – Conclusion and Final Thoughts

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

LET'S CONNECT

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