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.

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
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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
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