Fractional COO automates weekly reporting via Claude-Asana link
Kaitlyn Spinney is Owner/Fractional COO of Dynamically Done, which runs business systems audits and builds people-first systems aimed at improving profit. The piece is worth reading because she has used reporting automations and a Claude-to-Asana MCP connection to reclaim hours each week while deliberately keeping AI away from people-facing judgment and difficult conversations.
Treat AI as a tool for routine systems work – reporting and integrations are where it pays off – but keep judgment, hard conversations and client-facing decisions human. Start learning and experimenting now, and measure whether faster outputs actually move revenue.
What’s the quick origin story of your business, and what makes what you do genuinely different from the other options your customers are looking at?
I built Dynamically Done after 15 years of freelancing, starting as a fractional COO with a couple of clients at a time. Now I help more entrepreneurs each year through a business systems audit. What makes it different comes down to one belief: I build people-first systems that focus on business profit. That means creating businesses entrepreneurs are actually excited to own, and teams that are excited to work in them.
Where does most of your new business come from today, and where do you wish it came from?
Word of mouth and LinkedIn, mostly. I continue to work on improving GEO & SEO to my site.
What’s one thing you’ve actually handed over to AI in the last year, and one thing you tried it on and went back to doing the human way?
Reporting automations have been one my favorite wins with AI. Those used to eat hours every week. Right now I’m also really into the MCP connection between Claude and Asana. It’s saved me a ton of time.
There’s still so much that I am doing in my business without AI. I have a client who has banned it, for example, so I complete all of that work as I would have previously without the AI assist. I have found AI to not yet be helpful with the people part of business; the hard conversations with team members or clients, sales/discovery calls, or the judgement calls that only I can make using my unique experience.
Have you noticed a change in how customers find you or what they already know before they reach out? Is anyone arriving through AI assistants like ChatGPT yet?
Clients know more before they reach out now than they used to. That’s a real shift. I’ve had people tell me they used AI in their process of finding a consultant in the first place.
If you were advising someone in your industry on all of this for the next 12 months, what would you tell them to actually do, and what would you tell them to ignore?
Do this: get in and learn it while it’s evolving, not after. I think about my dad, who was the most tech-savvy person I knew growing up and into my early twenties. Then he retired, took his finger off the pulse of what was happening in tech and now calls me for tech support. That’s exactly what I think happens with AI if you sit on the sidelines too long. It gets harder to catch up, not easier.
Ignore the idea that AI is just a faster or better Google search. Most people are still using it like it’s 2024. It can do a lot more than that, and the way through the discomfort isn’t avoiding it, it’s figuring out specifically what makes you uncomfortable and working around that piece.
And one gut check I’d give anyone: there’s a line from Profit First that stuck with me, "how do you do two times more in half the time?" AI can genuinely get you there. But it can also just as easily become a way to keep doing more and more without your revenue or traction actually moving. Make sure what you’re putting in is actually producing an output that matters.
Thank you to Kaitlyn Spinney and the team at Dynamically Done for sharing what actually worked with Leaders Perception readers.
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