These are the automations our team runs every day. Each one replaces a small, annoying, recurring task — and together they save 8+ hours a week.

The highest-ROI ones

  • New lead → CRM + Slack ping: form fills land in the CRM and alert the right rep instantly.
  • Email attachment → cloud folder: invoices and contracts file themselves.
  • Calendar event → prep doc: every meeting auto-creates a notes doc with the agenda.
  • New customer → onboarding sequence: a purchase kicks off emails, tasks, and access.
  • Support keyword → escalation: messages containing "refund" or "cancel" jump the queue.
  • Social mention → tracker: brand mentions log to a sheet for weekly review.

How to start without breaking things

Automate one task you do daily, watch it for a week, then add the next. Add error alerts so a silent failure doesn't cost you a lead. Zapier and Make both do all of this — Make is cheaper at scale, Zapier has more integrations.

Grab the ready-to-import recipes in The AI Briefing below.