Workflow Library
Step-by-step recipes for the work small teams repeat every week
Pick a practical workflow, follow the setup steps, check the failure modes, then use the related free tool before you automate it.
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Collections
Workflow recipes by team
Each collection points to recipes, tools, Automation OS templates, and the free tool that moves the reader forward.
Agents and brokerages
Real estate workflow recipes
Leads, viewings, listings, and seller intake need fast handoffs without invented property claims.
Small sales teams
Sales team workflow recipes
Leads and calls go cold when the CRM lacks next actions, owners, and response deadlines.
Consultants and advisors
Consultant workflow recipes
Discovery notes, reports, and proposals need evidence, owners, and careful follow-through.
Marketing agencies
Agency workflow recipes
Campaign intake, reporting, approvals, and scope changes need repeatable operating rules.
Online store owners
Ecommerce workflow recipes
Launches, support, reviews, and abandoned carts need fast action with claim review.
Support teams
Support team workflow recipes
Tickets, refunds, VIP customers, and complaints need routing and human review.
Finance and operations teams
Finance and admin workflow recipes
Invoices, documents, hiring, and policy changes need ownership and source discipline.
Trades and local service teams
Trades and local service workflow recipes
Quotes, bookings, reviews, complaints, and recurring reminders need simple daily workflows.
Recipes
High-intent workflow pages
The first 36 recipes target long-tail workflow searches and connect directly into tools, calculators, and Automation OS templates.
lead follow-up
Speed-to-lead form to CRM
Capture a new form lead, create the CRM record, assign an owner, and start a same-day follow-up loop.
CRM cleanup
Missed-lead recovery
Find leads with no activity, route them back to an owner, and create a recovery message without spamming cold records.
meeting notes
Sales call notes to Pipedrive
Turn call transcripts into deal notes, objections, next activities, and follow-up drafts inside Pipedrive.
CRM cleanup
Stale-deal cleanup
Create a weekly stale-deal review that keeps the pipeline honest before reports are shared.
lead qualification
Inbound demo qualification
Qualify booked demos before the call by combining form answers, CRM data, and a prep note.
customer follow-up
Review request follow-up
Ask happy customers for reviews after work is complete while excluding unresolved issues.
real estate lead routing
Portal lead to agent follow-up
Route property portal enquiries to an agent with a same-day response target and checked property context.
client follow-up
Viewing notes to buyer email
Convert viewing notes into a careful buyer follow-up that separates facts, opinions, and next steps.
content workflow
Listing facts to description
Turn verified property facts into listing copy, social captions, and review notes without inventing claims.
event follow-up
Open-house lead capture
Capture open-house visitors, tag interest level, and trigger follow-up without losing consent context.
intake automation
Seller valuation intake
Collect seller context before a valuation call and prepare a clean CRM note for the agent.
CRM cleanup
Follow Up Boss daily cleanup
Run a daily cleanup for missed responses, stale agent tasks, and unassigned property enquiries.
proposal workflow
Discovery call to proposal
Turn discovery notes into proposal sections, assumptions, open questions, and a reviewed next-step email.
meeting notes
Meeting transcript to tasks
Extract tasks, owners, decisions, and open questions from a client meeting transcript.
client onboarding
Client onboarding checklist
Create a repeatable first-week checklist from signed proposal to kickoff tasks and access requests.
campaign planning
Campaign brief from intake
Turn client intake into a campaign brief, production tasks, review gates, and missing-info questions.
reporting
Weekly client report
Collect weekly metrics, explain movement, flag missing data, and create next actions for the client.
operations
Scope-change request triage
Route a scope-change request into impact notes, approval steps, and revised task ownership.
support triage
Support ticket triage
Classify support tickets, route high-risk messages, and draft responses for review.
support triage
Refund request review
Route refund requests through policy checks, order context, and human approval.
launch workflow
Product launch checklist
Coordinate product copy, email tasks, support macros, launch checks, and claim review.
customer follow-up
Abandoned-cart support handoff
Route high-value abandoned carts to support or sales for a useful human follow-up.
content refresh
Review mining to FAQ updates
Turn recurring customer reviews and support questions into FAQ update tasks.
support triage
VIP customer alert
Alert the right owner when a high-value customer needs support or recovery.
finance follow-up
Invoice follow-up
Create polite invoice reminders, escalation tasks, and payment-status checks.
document intake
Expense receipt intake
Classify receipts, route missing information, and prepare a review queue.
reporting
Weekly KPI brief
Collect weekly metrics, explain movement, and turn the report into next-week actions.
recruiting
Hiring intake to scorecard
Turn role intake notes into a structured hiring scorecard and screening checklist.
recruiting
Candidate screen review
Summarise candidate evidence against criteria while keeping the decision human-reviewed.
document control
Policy document update watch
Track policy updates, assign review owners, and flag affected workflow pages or docs.
quote follow-up
Quote follow-up
Follow up estimates at the right time with scope, price, and availability checks.
customer follow-up
Job completion review
Ask for reviews after successful jobs while routing complaints to a human first.
booking workflow
Booking request routing
Route new booking requests by urgency, location, service type, and owner availability.
operations
Materials order reminder
Create reminders for materials, job notes, and supplier follow-up before scheduled work.
support triage
Service complaint triage
Classify complaints, route urgent cases to an owner, and draft a careful response.
customer follow-up
Recurring maintenance reminder
Remind customers about recurring maintenance, inspection, or service appointments.
Get the daily AI workflow brief
One practical workflow idea, tool check, prompt, or calculator to use each day.