Angelina DeLago, Co-founder and VP of Innovation at Botkeeper, leveraged Retool to streamline internal processes and enhance efficiency by connecting disparate systems and automating tasks. Botkeeper, which automates pre-accounting tasks for accounting firms, faced challenges with fragmented information across different platforms, hindering task automation. Angelina prioritized unblocking her team by using Retool to create an integrated entity management system that allows teams to manage partner clients, track their status, and automate workflows efficiently. This integration has improved client management by providing a unified view of partner information, enabling quick actions, and offering analytics on partner scaling and deployment processes. Retool's automation capabilities have minimized manual interventions and headaches by syncing data across platforms like HubSpot and task management tools, reflecting client changes instantly. With minimal coding required, Retool has empowered Angelina to develop dashboards that enhance visibility into client activities and streamline operations, allowing the team to focus on strategic tasks.