Automating Quarterly Reports Into a Scalable, One Click Process
Content
75% Reduction
in Reporting Time
$50,000+
Annual Productivity Value
512+ Hours
of Manager Time Reclaimed
Services
Workflow Automation, Custom Reporting
Industry
B2B Technology
Client
Kit (formerly ConvertKit)
Duration
6-week enablement sprint
The Challenge
Kit’s growth team was curious about AI but adoption stalled at surface level experimentation. Large initiatives felt hard to break down into practical automation candidates, and there was a real risk that AI would be perceived as “extra work” rather than a force multiplier.
Without structure or ownership, early momentum risked fading before meaningful impact could be realized.
The Solution
Casper Studios partnered with Kit to run a focused AI enablement program that combined hands on delivery with internal capability building, ensuring adoption continued after the engagement ended.
Key solutions included:
Automation opportunity mapping to identify high leverage, team specific use cases
Production automations supporting content creation, business development, and request intake
Internal champion development, equipping select team members to lead adoption forward
Reusable prompt libraries to support long term self sufficiency
Automations were built alongside the team, reinforcing learning through real, shipped workflows.
The Impact
The engagement helped Kit move from exploratory AI usage to practical, embedded workflows within the Growth organization. Teams gained clarity on where AI delivers real value, while internal champions emerged to sustain momentum beyond the initial sprint.
By pairing execution with enablement, AI became a natural extension of existing workflows, supporting faster output, better prioritization, and ongoing experimentation without added overhead.
