Automation Library

Every automation worth building, in one place.

Browse production-tested automations we've built for real SMBs. Filter by department, industry, or the software you already use.

20 automations

Sales

Missed Call Text Back

Every missed call gets an instant SMS reply.

Difficulty 1/51–2 weeks
Customer Service

AI Receptionist

A 24/7 receptionist that answers, qualifies, and books.

Difficulty 3/53–4 weeks
Sales

Lead Qualification

Sort great leads from noise before a human sees them.

Difficulty 2/52 weeks
Sales

Proposal Generation

Discovery call in — branded proposal out.

Difficulty 3/52–3 weeks
HR

Employee Onboarding

Day one that actually feels ready.

Difficulty 2/52 weeks
Marketing

Review Requests

Ask happy customers at the exact right moment.

Difficulty 1/51 week
Finance

Invoice Reminders

Get paid without awkward chase emails.

Difficulty 1/51 week
Scheduling

Appointment Scheduling

Book, confirm, and remind — no phone tag.

Difficulty 2/51–2 weeks
Sales

CRM Cleanup

A CRM your team actually trusts.

Difficulty 3/52–3 weeks
Sales

Lead Routing

The right lead to the right rep, instantly.

Difficulty 2/51–2 weeks
Documentation

Documentation Generation

Turn meetings and messages into working docs.

Difficulty 2/52 weeks
Email

AI Email Triage

Inbox as a workflow, not a wall.

Difficulty 2/51–2 weeks
Inventory

Inventory Alerts

Know what's low before customers do.

Difficulty 2/52 weeks
Executive Dashboards

Executive Dashboards

One view of the whole business.

Difficulty 3/52–4 weeks
Documentation

Contract Generation

From accepted proposal to signed contract in minutes.

Difficulty 3/52 weeks
Customer Service

Customer Onboarding

New customers, guided from day zero.

Difficulty 2/52 weeks
Sales

Quote Follow-Up

Persistent, polite follow-through on every quote.

Difficulty 1/51 week
Customer Service

Support Ticket Triage

Every ticket categorized, routed, and prioritized.

Difficulty 2/52 weeks
Customer Service

Renewal Reminders

Never surprise a customer at renewal.

Difficulty 1/51 week
Reporting

Sales Daily Briefing

Every morning, a one-page picture of the pipeline.

Difficulty 1/51 week