THINK School

This newsletter issue contains content reserved for our THINK School newsletter subscribers. Enjoy this exclusive preview of what a newsletter membership offers. To try THINK School Start a 7-Day Free Trial.

# End Manual Web Exports With AI

I have a client who runs an online business directory. Every week, they'd follow this exact process to gather new business leads:

1. Log in to the Library portal:

• Enter provided credentials.

• Click Open Resource to access the ReferenceUSA (Data Axle) dashboard.

2. Navigate to the saved custom search:

3. Apply filters:

• Check the City/State box

• Select Maryland as the state

• Under Date Range, select Last Month

• Click View Results

4. Select and download the first 250 records:

• Paginate through the first 10 pages (25 records per page)

• Select all 250 results

• Export/download as a .csv or .xlsx file

5. Save the downloaded file to their Google Drive folder

Sound familiar?

This scenario plays out in businesses everywhere.

Someone on your team spending hours each week visiting websites, downloading data, organizing files, and importing them into your CRM or marketing tools.

The Hidden Cost of Manual Web Exports

What I've discovered working with clients is that these manual web tasks create two major problems:

• First, they consume valuable time your team could spend on revenue-generating activities. When skilled employees spend 5-8 hours weekly on repetitive data gathering, that's essentially a full workday lost.
  

• Second, these processes often become inconsistent. The tedium leads to procrastination, shortcuts, or complete avoidance of the task, creating gaps in your data that impact decision-making.

Real-World Example: The Filmmaker Connection Challenge

Another client runs an award-winning short film platform.

Their growth strategy involves finding promising filmmakers who've created films in the last few years but aren't yet on their platform.

Their process was painfully manual:

- Log into IMDB

- Search for short films released in 2022 or earlier

- Research each filmmaker

- Capture contact details

- Reach out to gauge interest

A team member spent hours weekly on this process, limiting how quickly they could add new content to their platform.

The slow pace directly impacted subscriber retention and acquisition.

"It is a tedious task and time consuming," they told me. "You cannot get any velocity with this sort of work."

AI Agent Tools to the Rescue

This is where AI agent tools like Convergence AI become game-changers.

While not perfect, they can automate most web export tasks without requiring complex Zapier workflows or custom coding.

Here's how we transformed the website design services client's process:

1. We documented every step of their existing workflow in detail:

- The exact URLs they visited

- The precise sequence of clicks and form entries

- The specific filters they applied

- The exact format of files they needed

2. We built a qualified prompt based on this workflow documentation:

Subscribe to our premium content to read the rest.