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.
29 workflows found
Generate the candidate and employee notices each jurisdiction requires from your hiring-tool inventory, schedule the bias audit, and keep the records the new laws expect — before the dates land.
Model the cost of doing it against the cost of not. Doing it: inventorying ten…
Treat every change to where money goes as untrusted until an out-of-band callback to the number already on file confirms it, with a second approver above a threshold and the evidence logged.
This is a control, so model it as expected loss avoided against the cost of…
OperationsA browser-using agent checks tomorrow's patients against each payer portal overnight and writes benefits back to the chart, so the front desk starts the day with exceptions instead of a hold queue.
Assumptions stated so you can swap in your own. A practice seeing 35 insured…
OperationsAn ambient AI scribe listens to the visit and produces the chart note, so clinicians stop doing two hours of documentation after a nine-hour day.
A three-clinician practice recovering 60-90 minutes of documentation per…
OperationsRedline agreements against your own playbook inside Word, so a two-lawyer firm reviews contracts at the pace of a twenty-lawyer one.
A two-lawyer transactional practice reviewing 30 agreements a month at an…
Finance & AdminAutomated AP pipeline that captures invoices from any source, matches them against POs and receipts, and pays vendors with zero manual keying.
A typical SMB processing 200 invoices/month at $16 manual cost vs ~$3 automated…
OperationsAutomate KYC document collection, account setup checklists, and welcome sequences for new financial services clients.
Cut onboarding time from 2 weeks to 3 days. Reduce document chase emails by…
Customer CommunicationsAutomatically send personalized thank-you messages, impact updates, and re-engagement campaigns to retain and grow your donor base.
Increase donor retention by 15-25%. Recover 10-20% of lapsed donors. Reduce…
OperationsMonitor equipment sensor data and production metrics to predict failures before they happen — reducing downtime and emergency repair costs.
Reduce unplanned downtime by 30-50%. Cut maintenance costs by 20-25%. Extend…
OperationsAutomatically detect shipment delays and exceptions, notify affected customers, and coordinate carrier resolution — before anyone calls to complain.
Reduce inbound "where is my shipment?" calls by 40-60%. Improve customer…
SupportHandle inbound calls and website inquiries 24/7 with an AI receptionist that books appointments, answers FAQs, and routes urgent requests.
An AI receptionist handling 30 calls/day at $0.10/minute averages $90/month vs.…
OperationsLet customers self-book online 24/7 with smart scheduling that handles availability, buffers, and confirmations automatically.
Businesses that add online self-booking see 30-40% more appointments booked,…
Lead ManagementAutomate new client onboarding with welcome sequences, document collection, and setup instructions that run on autopilot.
Saves 3–5 hours per client onboarded. For a business onboarding 20…
Customer CommunicationsSet up behavioral drip campaigns that nurture leads and re-engage customers based on their actions — not just arbitrary timers.
Behavioral email flows typically generate 25–40% more email revenue within 90…
SupportCollect feedback from reviews, surveys, and support tickets, then use AI to surface trends and actionable insights automatically.
Businesses with systematic feedback analysis see 10–20% improvement in customer…
Lead ManagementAutomatically text any caller who doesn't reach you — within 60 seconds of the missed call.
Businesses that implement missed-call text-back typically recover 20-35% of…
Lead ManagementCapture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Speed-to-lead is the single biggest factor in conversion. Responding within 5…
Customer CommunicationsReduce no-shows by 60% with automated multi-touch appointment reminders via SMS and email.
Practices that implement a 3-touch reminder sequence see 50-70% reduction in…
Finance & AdminCards swipe → receipts get captured → AI categorizes against your chart of accounts and flags policy violations before they hit the close.
A 15-employee SMB with $40K/month in card spend typically saves 8-12 controller…
Finance & AdminCut month-end close from two weeks to under five days with AI flux explanations, automated journal entry review, and a centralized checklist.
A 3-person finance team typically saves 30-50% of close time (3-5 days/month…
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…
HR & PeopleScreen resumes, rank candidates, and automate interview scheduling — cutting time-to-hire by 50% or more.
AI resume screening reduces time-to-hire by 40-60% and cuts recruiter screening…
SalesGenerate accurate price quotes in minutes instead of hours by using AI to analyze job details and pull from your pricing database.
AI-assisted quoting reduces quote turnaround from 2-5 days to same-day,…
OperationsTurn one content idea into a week of platform-specific posts using AI-assisted repurposing and batch scheduling.
Reduces content creation time from 6–10 hours/week to 2–3 hours/week. For a…