What's Next For Accounting? - Issue #80
Jason Staats
April 27, 2023
Before we get started - if you've ever been interested in joining a mastermind group of fellow firm-runners, I'm currently matchmaking new groups in my community. Signups close Saturday, and we only do this twice a year. It's a 6 month program, more background on how our masterminds work here.
Canopy Launches AI-Generated Email 🎉
My most-requested AI feature, generative email went live in Canopy for select beta users this week! Check out the press release. I did a deep dive on how this impacts the market for practice management systems. Currently it'll do the following:
Generate an email from a prompt
Rephrase selected text
Make the selected text more friendly
Make the selected text more formal
Or correct spelling & grammar errors in the selected text
BUT JASON WHAT IF I DON'T USE CANOPY. Here's how to build this into any other app you use 🤫👇
We're using a free app called Ply, that lets you add features to the apps you already use. It also gives you a quick switcher bar in Chrome that you can pop up with ctrl+shift+k.
Using Ply I added two buttons to Gmail: the first gives you a pop-up to generate an email, the second lets your rephrase text:
To build on this example even further, you could:
Use your own tone
Specify the desired length
Pull in the context of the email thread
The process to build these in Ply is pretty simple. Very similar to Zapier, where you chain together a sequence of actions. To build this one you'll need to create an OpenAI account if you don't have one already.
Let me know if you give this a try, and bravo to Canopy for being first to move on this 👏👏
💎This Week's Sponsor
📅 This Week
In 3 hours we'll kick off Karbon's largest ever webinar, talking AI live. Come take over the comment section
👆 A great example of how proprietary context is the currency of the future
Generate chart images with GPT credit to Luke Loescher for the share
A Chrome extension to save the contents of a webpage, and develop your own personal knowledgebase
Registration for the conference I'm emceeing in Chicago this August is now open
If a bot could take any task off your plate, what would it be?
In one of the first real-world studies of whether a ChatGPT style tool improves worker output, they found it helped lowest-skilled workers the most. I'm still hot on using AI to support junior team members. Credit to Max Blythe for the share
😍From The Community
04/27 🐠 EOS-Ish - Tools & Resources with Rachel Fisch
04/27 🤝 Meetup - TaxDome with Ryan Elblein
04/30 🧠 Mastermind Signups Close
05/02 📗 Book Club - S05E06 with Kate Presto
05/15 🕸️ Into The Chadiverse with Chad Davis
05/16 💘 Swiping Right - Quoting through Engagement with Kellie Parks
05/16 💻 Demo Day - Syft with Jason Staats
05/17 🏫 Hall Pass - Marketing System with Brandon Hall
05/24 🎤 Who Runs The World - “This girl is on fire” with Twyla Verhelst
My community Realize is a private space for people to swap ideas & collaborate. At $180/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 300 members strong.