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Automation library

Nine automations, ranked for your business.

Tell the library what is costing you time and it reorders itself, with the reason for every match. Each one explains the problem, the steps, the published research where there is any, and how to build it yourself if you would rather.

9 automations7 departments7 published benchmarks, each with its source

Start here: what is costing you time?

The library

Every automation, in one place.

Department
Complexity

9 of 9

  • Sales · Medium

    WhatsApp Lead Capture

    Businesses receive customer inquiries on WhatsApp but forget to follow up or manually copy details into a CRM.

    4 of 5 steps automated
  • Finance · Simple

    Invoice Payment Reminder

    Businesses manually check unpaid invoices and remind customers one by one.

    4 of 4 steps automated
  • Customer Support · Medium

    Customer Support Ticket

    Customer complaints come from many channels and the support team struggles to organize them.

    4 of 5 steps automated
  • Admin · Simple

    Appointment Booking

    Staff manually confirm appointments and send reminders.

    3 of 4 steps automated
  • HR · Medium

    Employee Onboarding

    HR teams manually send documents, collect details, and create tasks for new employees.

    4 of 5 steps automated
  • Operations · Advanced

    Monthly Business Report

    Managers manually collect data from different apps to create reports.

    4 of 4 steps automated
  • Operations · Medium

    Inventory Alert

    Teams manually check stock levels and sometimes run out of important items.

    4 of 4 steps automated
  • Sales · Simple

    Sales Follow-Up

    Sales teams forget to follow up with leads after the first conversation.

    4 of 4 steps automated
  • Marketing · Simple

    Customer Review Request

    Happy customers rarely leave reviews on their own, and staff forget to ask, so the business looks quieter online than it really is.

    2 of 4 steps automated