Deal Stage Change Notification to Slack Channel
When a deal moves stages in your CRM, a formatted notification lands in your team's Slack channel within seconds. Deal name, value, rep, and new stage included. Closed Won deals get a celebratory announcement the whole company can see.
Website & SEO Performance Weekly Briefing
An automated weekly workflow pulls your Google Analytics, Search Console, and keyword ranking data, then delivers a plain language summary with AI generated insights straight to your inbox or Slack every Monday morning.
Contract Review & Risk Flagging Agent
When a new contract lands in your cloud folder, an AI agent extracts the text, checks every clause against a risk framework, and sends your team a structured memo flagging the problems that actually matter. Preliminary review drops from hours to minutes.
Client Onboarding Form to Multi System Provisioning
When a new client fills out your onboarding form, every system they need gets set up automatically. CRM contact, project workspace, shared drive, team channel, and welcome email, all created in under a minute with zero manual steps.
Negative Review Alert and Response Workflow
Monitors your Google Business Profile for new reviews, instantly alerts you when a negative one lands, and drafts a personalised response ready for your approval. Positive reviews get an automatic thank you.
AI Email Triage & Routing
An AI agent reads every email hitting your shared inbox, classifies it by intent and urgency, and routes it to the right person or channel in seconds. No more buried client requests or Monday morning inbox dread.
Referral Thank You and Tracking
Automatically thank the people who send you business and track every referral in one place. When a new lead is tagged with a referral source, the referrer gets an instant thank you, and the referral is logged for reporting.
Invoice Payment Reminder Escalation
Automatically chase overdue invoices through a timed escalation sequence of emails, SMS, and internal alerts, so you collect faster without the awkward phone calls.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
Post Visit Summary and Next Steps Email
After every appointment, your client receives a branded summary email with everything discussed, clear next steps, and a link to book their follow up. The practitioner fills out a quick structured note; automation handles the rest.
AI Classified Email Auto Responder
An AI agent reads every email in your shared inbox, classifies it by type, and sends an appropriate response within minutes. New enquiries, support questions, billing issues, and spam all get handled automatically, around the clock.
AI Review Response Agent
An automated agent monitors your Google and Yelp reviews, classifies each one by sentiment, drafts a response that matches your tone, and posts it. Negative reviews get routed to you for approval first. Your response rate stays near 100% without you writing a single reply.
End of Engagement Wrap Up & Upsell Trigger
When a project moves to complete, this automation archives deliverables, sends a satisfaction survey, logs the engagement as a case study candidate, and triggers a personalised upsell follow up 30 days later. No client relationship goes cold after delivery.
Scope Creep Detection & Escalation
An automated workflow monitors every new task in your project management tool, compares it against the original statement of work, and alerts your project lead when out of scope work appears. You catch margin erosion as it happens, not months later in a post mortem.
Monthly Report Auto Generation
An automated workflow pulls client KPIs from your data sources on the first business day of each month, populates branded report templates, converts them to PDF, and emails every client their personalised report before your team starts work.
Signed Contract to Welcome Email Sequence
When a client signs their contract in DocuSign or PandaDoc, a personalised welcome email sequence fires automatically. No lag, no forgotten follow ups, no buyer's remorse brewing in silence.
Automated Client Onboarding Checklist with Status Tracking
Automatically generate a structured onboarding checklist for every new client, assign tasks to the right team members, track completion in real time, and escalate overdue items before anyone has to ask.
Stale Lead Reengagement Sequence
Automatically follow up with leads that went quiet in your CRM. A scheduled workflow detects stale deals, sends personalised outreach over days and weeks, and alerts your team the moment someone reengages.
Proposal Sent to Follow Up Ladder
Automatically triggers a timed sequence of check in emails, value add content, and call tasks the moment a proposal leaves your outbox. If the prospect opens the document, your rep gets an instant alert to call while they're still reading.
AI Lead Scoring on Inbound Submissions
An AI agent scores every inbound lead the moment it arrives, enriching it with firmographic data and ranking it against your ideal customer profile. Your sales team calls the right leads first instead of working the queue blind.
30 Day Onboarding Health Check and Feedback Loop
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
Webinar/Event Attendee to Sales Pipeline
When your webinar ends, every attendee is automatically scored by engagement, pushed into your CRM with the right tags, and routed to a sales rep or nurture sequence. No CSV exports, no three day delays, no identical follow up emails to people who behaved very differently.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
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