
Customer Story
Soarion reimagined how a modern agency operates, using Capably to automate complex workflows, accelerate delivery, and turn large-scale data into actionable insights.
“Capably helps answer the questions that we don’t know we need to ask.”
Brittany Trafis
CEO & Co-founder, Soarion
Soarion was built with a clear point of view. AI is not just another tool; it is reshaping how agencies operate from the ground up.
For Brittany Trafis, that shift was impossible to ignore. Traditional agency models have remained largely unchanged for decades, built around layers of process, project management, and hourly work. Over time, more complexity was added, not less.
AI is now forcing that model to evolve.
Instead of relying on manual workflows and long delivery cycles, Soarion set out to build an agency that could move faster, operate more efficiently, and scale without adding unnecessary overhead. The goal was not just to use AI, but to rethink how work gets done.
That vision came with challenges.
Working with AI at this level requires more than basic tools. It means dealing with large volumes of data, designing workflows, and ensuring the outputs are reliable enough to use with clients. Trying to build that alone can quickly become overwhelming, especially when quality matters as much as speed.
“Exploring creating agents is a whole new level of thinking, strategy, complexity, and data. If you try to do that on your own, you are really going to struggle.”
— Brittany Trafis, CEO & Co-founder
That is where Capably became a key partner.
From the beginning, the focus was on creating practical, high-impact solutions. One example was automating reporting across client accounts. Instead of manually pulling together updates, Soarion wanted a consistent weekly report with summaries, key highlights, and forward-looking opportunities.
By connecting directly to their data sources, Capably enabled that vision. Data is pulled, analyzed, and turned into structured outputs that are ready for review and client delivery.
“You can have the vision and the strategy, and Capably will come to the table with you and work through creating what that solution is.”
— Brittany Trafis, CEO & Co-founder
The impact has been even more visible in areas like competitor analysis. What used to take around 15 hours of manual work can now be completed in about five minutes. That shift allows the team to spend less time gathering information and more time reviewing insights, shaping strategy, and delivering results.
It also changes what is possible at scale. Faster turnaround means faster decisions, quicker execution, and more value delivered to clients without increasing workload.
More broadly, the partnership has helped Soarion turn ambitious ideas into working solutions. Instead of getting stuck in experimentation, they have been able to build systems that support how they want to operate as a modern, AI-native agency.


