Workflow automation Premium
6 ideas
Workflow automation (6)
Monday morning business numbers email
Pulls sales, ad spend, cash and open invoices from the company’s tools and emails the manager a one-page summary with three plain-language takeaways
Automatic paperwork flow for new hires
Sends the contract, collects ID and bank details, books first-week meetings and orders the laptop as soon as a new hire is confirmed
Ready-made automation templates shop
Sells tested no-code automation templates (lead capture, invoicing, onboarding) for Make and n8n, each with a five-minute setup video
Nightly CRM clean-up agent
Merges duplicate contacts, fills missing company details and flags dead deals in the sales CRM every night
Two-week automation audit for SMEs
Interviews staff, maps the ten most repetitive tasks and delivers a costed plan showing which ones to automate first and the hours saved
Supplier invoice capture to accounting software
Collects supplier invoices from email, reads amounts and VAT, and files them in the accounting software for the bookkeeper to approve