Automation playbooks
Step-by-step guides to implement proven automation workflows. Free resources to help you get started with business automation.
Featured playbooks
Our most popular automation workflows with detailed implementation guides
Lead Intake & Qualification
Capture leads from web, ads, and phone; enrich data; score quality; route to right person; auto-reply with booking links; alert team for VIPs.
Customer Support Triage
AI-powered ticket classification, priority routing, auto-responses for common issues, escalation workflows, and customer satisfaction tracking.
Sales Pipeline Automation
Automated follow-ups, deal scoring, pipeline alerts, proposal generation, and win/loss analysis for optimized sales processes.
Browse by category
Find automation workflows specific to your business function
📈 Sales & Marketing
- Lead capture and qualification
- Email marketing automation
- Social media scheduling
- Campaign performance tracking
- Referral program automation
🛎️ Customer Support
- Ticket routing and prioritization
- Knowledge base automation
- Customer satisfaction surveys
- Escalation workflows
- Response time monitoring
⚙️ Operations
- Inventory management alerts
- Invoice and payment processing
- Employee onboarding workflows
- Document approval processes
- Compliance monitoring
🛒 E-commerce
- Order fulfillment automation
- Abandoned cart recovery
- Product review collection
- Inventory sync across channels
- Customer win-back campaigns
How to use these playbooks
Get the most out of our automation guides
Choose Your Playbook
Pick the automation that addresses your biggest pain point or highest-impact opportunity.
Prepare Your Tools
Each playbook lists required tools and integrations. Set up accounts and gather access credentials first.
Follow Step-by-Step
Our guides include screenshots, templates, and specific settings. Follow each step carefully for best results.
Test & Optimize
Test thoroughly before going live. Monitor performance and optimize based on your specific business needs.
Tools covered in our playbooks
We provide guides for the most popular business automation platforms
Automation Platforms
- • Zapier
- • Make (Integromat)
- • Microsoft Power Automate
- • n8n
CRM & Sales
- • HubSpot
- • Pipedrive
- • Salesforce
- • Zoho CRM
Communication
- • Slack
- • Microsoft Teams
- • Email (Gmail, Outlook)
- • SMS (Twilio)
Support & E-commerce
- • Zendesk
- • Intercom
- • Shopify
- • WooCommerce
Need help implementing?
Our playbooks are designed for DIY implementation, but sometimes you need expert help to get it right.
We can help with:
- Custom playbook modifications for your specific needs
- Troubleshooting integration issues
- Advanced workflows beyond what's covered in guides
- Team training and change management
- Ongoing optimization and monitoring
💡 Pro Tips for Success
Start Small
Implement one automation at a time. Master it before moving to the next.
Test Everything
Use test data and dry runs before processing real customer information.
Document Changes
Keep notes on customizations so your team can troubleshoot later.
Monitor Performance
Set up alerts and dashboards to track automation success and catch issues early.
Ready to automate your business?
Start with our free playbooks, or get expert help to implement custom automation workflows.