Workflows

Small workflows with a clear business outcome.

Browse practical automations for the repeat work behind real businesses. Each workflow shows the pain, the handoff, and the result before you ask for setup.

Customers hear back sooner, and repeat follow-up text stops eating your day.

WhatsApp Follow-up Helper

Keep customer follow-ups warm without rewriting the same message again.

Keep the next message ready before the lead goes cold.

Saves ~4 hours/week Easy 30-45 minutes
Best for
  • quote follow-ups
  • appointment reminders
  • quiet leads that need one more nudge
  • WhatsApp
  • Google Sheets
Human-approved Low maintenance Setup available
View workflow

New Instagram leads become organized follow-ups instead of loose messages.

Instagram Lead Catcher

Never let a promising Instagram inquiry disappear into the message pile.

Turn a messy DM into a saved lead, a ready reply, and a visible next step.

Saves ~3 hours/week Beginner-friendly 45-60 minutes
Best for
  • studios taking bookings in DMs
  • local shops answering product questions
  • creators selling services
  • Instagram
  • Google Sheets
  • WhatsApp
Human-approved Monthly review recommended Setup available
View workflow

One rough idea becomes a few usable pieces of customer-facing copy.

One Note Content Reuse

Turn one useful business note into simple posts and customer messages.

Stop starting from a blank page every time you need to say something useful.

Saves ~2 hours/week Beginner-friendly 20-30 minutes
Best for
  • weekly content reuse
  • simple launch messages
  • turning FAQs into posts
  • Website
  • Instagram
  • Email
Human-approved Self-serve friendly
View workflow

Leads, status, and next action live in one simple place.

Simple CRM Sheet Starter

A lightweight lead sheet that helps you see who needs attention next.

See every open lead, who owns it, and what should happen next.

Saves ~5 hours/week Easy 60-90 minutes
Best for
  • small teams sharing leads
  • solo owners outgrowing inbox memory
  • real estate follow-up lists
  • Google Sheets
  • Email
Human-approved Weekly tidy-up recommended Setup available
View workflow

A rough customer need becomes a structured proposal starter you can edit quickly.

Proposal Starter Flow

Turn a customer request into a first proposal draft without staring at a blank document.

Move from “I need to write that” to a usable first draft in minutes.

Saves ~3 hours/week Beginner-friendly 30-45 minutes
Best for
  • repeat service proposals
  • discovery call summaries
  • small project scopes
  • Email
  • Docs
  • Website
Human-approved Template review monthly Setup available
View workflow

Missed calls become visible follow-up tasks instead of forgotten phone notifications.

Missed Call Recovery

Turn missed calls into a calm callback list before the opportunity disappears.

Know who to call back, why it matters, and what message to send if they do not answer.

Saves ~2 hours/week Easy 45 minutes
Best for
  • busy front desks
  • solo service providers
  • shops with peak-hour calls
  • Phone
  • Google Sheets
  • Email
Human-approved Low maintenance Setup available
View workflow