EPISODE · Mar 25, 2026 · 45 MIN
How We Actually Use AI to Run 3 Clinics
from The Expanded Life Podcast · host The Expanded Collective
We're sharing the exact AI tools and workflows running our three clinic locations right now. No fluff. No theory. Just what's actually working. Everyone's talking about AI. Most people are overwhelmed by it. And if we're being honest, half the "AI tips for business owners" content out there is either too vague to be useful or so technical it makes your eyes glaze over. This episode is different. This is the real breakdown of how we use AI inside our business every single day. The actual tools, the actual workflows, and the actual results we're getting across three locations. In this episode, you'll learn: Why we switched from ChatGPT to Claude and went all in The exact workflow we use to summarize team meetings, pull out action items, and Slack them to the team automatically How Fireflies records and transcribes every call so nothing falls through the cracks Why lead follow-up is probably your biggest bottleneck and how AI can fix it without sounding like a robot The truth about AI phone calls for clinics and where the line is How to feed AI your meeting transcripts to identify bottlenecks you're missing The human elements AI will never replace and how to lean into them How Slack automations change team communication across multiple locations The one prompt that will audit your clinic operations and hand you a to-do list Here's what we cover: Danielle and Kyle get into their AI journey from the very beginning. Back when ChatGPT hit the mainstream in 2023, they were using it to write funny Christmas stories at their corporate jobs. Fast forward to today and AI is built into almost every layer of how they run the business. Kyle breaks down the tech stack: Slack for team communication, Fireflies for recording and transcribing every client call and team meeting, and Claude for summarizing transcripts and identifying bottlenecks. He walks through a real workflow where Fireflies records a call, Claude pulls the transcript, summarizes the meeting, and Slacks action items directly to the team. Then they get real about the hard stuff. Lead follow-up. AI phone calls. The reality of automating outreach when your team is inconsistent and your leads respond at weird hours. Where AI saves time and where you still need a real human. Do this one thing today: Open Claude or ChatGPT and paste this prompt: "Based on the biggest bottlenecks in a chiropractic clinic running three locations with a team of 15, give me 10 ways I could use AI and automation to save time and improve efficiency." Read the output. Pick one thing. Implement it this week. Resources: Claude: claude.ai Fireflies: fireflies.ai Slack: slack.com Connect with us over @theexpandedcollective on IG
What this episode covers
We're sharing the exact AI tools and workflows running our three clinic locations right now. No fluff. No theory. Just what's actually working. Everyone's talking about AI. Most people are overwhelmed by it. And if we're being honest, half the "AI tips for business owners" content out there is either too vague to be useful or so technical it makes your eyes glaze over. This episode is different. This is the real breakdown of how we use AI inside our business every single day. The actual tools, the actual workflows, and the actual results we're getting across three locations. In this episode, you'll learn: Why we switched from ChatGPT to Claude and went all in The exact workflow we use to summarize team meetings, pull out action items, and Slack them to the team automatically How Fireflies records and transcribes every call so nothing falls through the cracks Why lead follow-up is probably your biggest bottleneck and how AI can fix it without sounding like a robot The truth about AI phone calls for clinics and where the line is How to feed AI your meeting transcripts to identify bottlenecks you're missing The human elements AI will never replace and how to lean into them How Slack automations change team communication across multiple locations The one prompt that will audit your clinic operations and hand you a to-do list Here's what we cover: Danielle and Kyle get into their AI journey from the very beginning. Back when ChatGPT hit the mainstream in 2023, they were using it to write funny Christmas stories at their corporate jobs. Fast forward to today and AI is built into almost every layer of how they run the business. Kyle breaks down the tech stack: Slack for team communication, Fireflies for recording and transcribing every client call and team meeting, and Claude for summarizing transcripts and identifying bottlenecks. He walks through a real workflow where Fireflies records a call, Claude pulls the transcript, summarizes the meeting, and Slacks action items directly to the team. Then they get real about the hard stuff. Lead follow-up. AI phone calls. The reality of automating outreach when your team is inconsistent and your leads respond at weird hours. Where AI saves time and where you still need a real human. Do this one thing today: Open Claude or ChatGPT and paste this prompt: "Based on the biggest bottlenecks in a chiropractic clinic running three locations with a team of 15, give me 10 ways I could use AI and automation to save time and improve efficiency." Read the output. Pick one thing. Implement it this week. Resources: Claude: claude.ai Fireflies: fireflies.ai Slack: slack.com Connect with us over @theexpandedcollective on IG
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How We Actually Use AI to Run 3 Clinics
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