Practical, step-by-step automation guides built for SMB owners. Browse by category, filter by industry, or search.
Free implementation guides for SMB operators and enterprise teams — workflows, prompts, governance, and tool stacks built to ship.
15 workflows found
24/7 voice agent that books appointments and captures intake info under a signed BAA — engineered for dental, med spa, and healthcare-adjacent SMBs.
A typical 4-op dental practice taking 60 calls/day at $0.10/min averages…
24/7 AI phone agent that answers, qualifies, books, and transfers — sounds human, never sleeps.
A practice taking 30 calls/day at $0.10/min averages $90/month vs. $3,500/month…
Outbound SDR agent that researches, personalizes, and follows up across email, LinkedIn, and SMS — and classifies replies.
A typical agency setup: 3 inboxes × 30 sends/day × 22 days = ~2,000…
AI AgentsA retrieval-grounded support agent that answers tier-1 tickets from your docs and ticket history — escalates the rest with full context.
Typical SMB support team handling 500 tickets/week sees 40-60% deflection on…
SupportAI-drafted replies for B2B SaaS support: Plain captures the thread, Claude drafts the reply with full context, human approves before send.
A 3-person B2B support team handling 200 threads/week typically saves 6-10…
AI AgentsAgentic browser session that visits 50 vendor sites, captures pricing, terms, and feature differences, and produces a comparison sheet — overnight.
A weekly competitive sweep replacing 4-8 hours of human work / week saves…
AI AgentsOutbound voice agent for reactivation calls, appointment confirmations, and lead qualification at scale.
A 500-lead reactivation campaign at $0.12/min × 2.5 min avg = $150 in call…
Inbound leads land enriched with firmographics, website intel, and a personalized first-touch — before a human sees them.
Reps using enriched + drafted responses ship 3-5x more first-touches per hour…
Before every external meeting, an agent assembles CRM history, recent emails, LinkedIn, and news into a 30-second briefing.
Saves 30-60 minutes/day per rep. For a 5-person sales team, that's 12.5-25…
AI AgentsMonitors Google, Yelp, and Facebook reviews; drafts brand-voice responses grounded in past replies; queues for one-click human approval.
Practices that respond to >90% of reviews within 24 hours rank materially…
AI AgentsNew clients get a guided multi-step onboarding: welcome → intake → docs generated → CRM provisioned → kickoff scheduled — with a single human touchpoint.
Cuts time-to-value from 7-10 days to 2-3 days. For a $5K/month retainer, two…
AI AgentsMonitors unpaid invoices, sends personalized nudges with payment links, escalates intelligently, flags disputes for human attention.
Agencies running this typically reduce DSO (days sales outstanding) by 15-25…
AI AgentsWeekly autonomous scrape of competitor sites, ads, pricing, reviews, and social — diffed against last week, summarized in Slack.
Catching a competitor pricing change a week early is worth real money. For a…
AI AgentsAuto-categorizes daily transactions, flags anomalies, and drafts a monthly P&L narrative — your bookkeeper reviews, doesn't reclassify.
A bookkeeper handling 5 clients can take on 8-10 with this stack — same hours,…
Operators ask questions in plain English; the agent writes SQL, queries the warehouse / Sheets, and returns charts + 1-line summaries.
A founder pulling 5-10 data questions a week (each previously a 30-min Slack…