Hi Dale!!!
Thanks for your suggestions and welcome to the board!!!
We're going deep on ClickUp which I've used for 6+ years. It's great for complex tasks requiring numerous follow ups
We do have a workflow problem. Right after I posted this I rewrote my concert agreements for touring versus resident instruments, including onboarding, full prep, readiness prep (day before), and day of services. Once I did that it was clear we had an internal and external communication problem.
Sometimes we need to coordinate with several people to gain access to an instrument, for instance we need to book a room to service a piano, an IT tech and a piano tech. That's a lot of stars and moons aligning.
Anyway, thanks for that reality check.
And it was sort of what Wim was saying: put it on paper first. In this case we describe the workflow first.
Once I inspect an instrument and make a bunch of notes, it would be great to have all the subtasks automatically created in ClickUp. Then we just add dates and dependencies.
Some of this work is planned out over 4-6 months so workflow is key.
Man I got to get back to work! 🤣
Thanks again!
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Vincent Chambers
Apollo Piano | Stanford
San Francisco, Chico CA
(530) 924-4469 Mobile; 732-642-1100
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Original Message:
Sent: 04-28-2026 12:10
From: Dale Dahlberg
Subject: AI Agents ClickUp, Notion, etc. Gazelle
What you're describing sounds like a workflow clarity problem more than a software problem. Since you're considering ClickUp anyway, the thing to do might be to go all-in on ClickUp rather than create (and wrangle) new AI agents and multiple platforms. From what I can tell, ClickUp appears to be built for exactly this. Fewer tools, deeper use.
(Also, I think this is the first time I've posted on this forum. Hi, y'all!)
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Dale Dahlberg
Sounds Great Piano Service
Eden Prairie MN
(612) 326-4184
Original Message:
Sent: 04-27-2026 18:18
From: Vincent Chambers
Subject: AI Agents ClickUp, Notion, etc. Gazelle
Hi gang:
We created a Google Sheets database for requesting service and collecting service data using QR codes. These are primarily for institutions. A version of this existed at Stanford when I got there in September, and me and my assistant have been expanding the system.
But the harder thing to keep track of is getting people back on the schedule for a repair which requires ordering something, using a sub-contractor, or some other hang-up/delay/complexity.
Having an assistant is great - Dexter has been with me for 3 years now - but even he gets overwhelmed with warranty work for two companies and private stuff (parts management has become a thing!).
I'm thinking of creating an AI agent to dumping all this stuff into so it ends up on the planner (maybe Notion?), and eventually in ClickUp for complex stuff. Gazelle doesn't handle this sort of thing for us, we just use it for scheduling and reminders.
Am I alone in this nutso world are is someone else struggling with or mastering these systems?
What other systems have you found handy?
Vince
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Vincent Chambers
Apollo Piano | Stanford
San Francisco, Chico CA
(530) 924-4469 Mobile; 732-642-1100
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