My go-to stack for building smarter content workflows, powered by systems, automation, and AI.
These are tools I personally use as a content ops strategist to streamline planning, automate busywork, and scale content operations — whether I'm working solo or supporting a team.
Core Systems & Workflow Tools
1
📚 Notion
My home base for content calendars, documentation, editorial checklists, and dashboards. Try Notion
2
📊 Airtable
Ideal for structured content planning, campaign visibility, and cross-functional collaboration. Explore Airtable
3
🔄 Zapier
Connects everything — I use it to automate handoffs, alerts, and content status updates. Use Zapier
4
📈 Asana
Great for process lovers who want project tracking with more control and structure. Try Asana
5
📨 Kit (formerly ConvertKit)
The email platform I use for my consulting brand — intuitive automations, clean design, and powerful segmentation. Get Kit
6
Make
Realize your business’s full potential with Make’s intuitive no code development platform and harness the full power of AI. Use Make
AI Tools I Actually Use
💬 ChatGPT (OpenAI)
For outlining content, brainstorming angles, creating editorial frameworks, and summarizing docs. Start with ChatGPT
🔎 Perplexity.ai
My research and fact-checking sidekick — perfect for fast answers, summaries, and citations. Use Perplexity
🧠 Frase.io
Content briefs, SEO research, and AI-powered writing tailored to ranking — I use this to accelerate research and draft smarter. Try Frase
🧱 Gamma
My favorite for building beautiful client proposals, landing pages, and visual systems docs. Try Gamma
🖼️ Canva Pro
Easy, brand-consistent visuals for content deliverables, carousels, and client-ready presentations. Use Canva
🎙️ Otter.ai
My go-to for transcribing meetings and pulling out action items — especially useful for async team workflows. Try Otter
Claude
Claude excels at maintaining tone, following detailed instructions, and handling multi-step prompts. Great for thoughtful ideation and editorial work. Try Claude
Gemini
Great for fast research, summarizing Google Docs, and extracting insights from emails and other Workspace tools. Super handy if you're deep in the Google ecosystem. Use Gemini
NotebookLM
A powerful AI research assistant from Google. I use it to synthesize ideas across long documents, highlight key themes, and generate summaries or insights. Use NotebookLM
Napkin.ai
Turn scattered ideas into smart visuals — from frameworks to diagrams and concept maps. See Napkin
Coming Soon: Workflows That Work
Want to see exactly how I use these tools
In real-world content systems
My upcoming course, Workflows That Work
Step-by-step processes for B2B content teams
Including templates, tool walkthroughs, and automations
What you should know about affiliate links on this page
Some of the links on this page are affiliate links. I may earn a small commission if you sign up — at no cost to you. I only recommend tools I actively use and believe in.
How I select tools to recommend
I only recommend tools I actively use and believe in. These recommendations come from my real experience using these products in client work and my own content operations.