About the Client
Acuity Research is a UK-based agency specializing in data-driven market research. Their projects involve managing complex contracts and survey-based studies, requiring meticulous planning and task coordination.
The Challenge
Before automation, setting up project tasks was manual and time-consuming, with account managers creating and assigning tasks individually. The process was error-prone with high risk of missing steps, incorrect deadlines, or misassigned tasks requiring several valuable days monthly.
The Solution
- Automated Task Generation — When a contract is created, a predefined set of tasks is instantly generated.
- Survey-Specific Workflows — Tasks are dynamically created based on survey frequency, methodology, and project structure.
- Smart Task Assignments — Account managers are assigned based on predefined rules.
- Dependency Handling — Prerequisite and preceding tasks are automatically linked.
- Deadline Automation — Due dates are dynamically calculated based on contract terms
The Results
Task creation reduced from hours per contract to seconds
Account managers save 25-30% of their time monthly
Eliminated forgotten or misassigned tasks completely
New hires onboard faster without memorizing workflows
Tools Used
SmartSuite – The core system where all contracts, surveys, and tasks live.
Make (Integromat) – Handles all automations, triggers, and workflow logic.