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Everything you need to start automating your business. Guides, templates, tools comparisons, and 100+ automation ideasโ€”all free.

112+ Automation Ideas
24 Free Templates
3 Tool Comparisons
3 Industry Guides

Featured Automation Ideas

Quick wins you can implement today

beginner Lead Generation

Instagram Comment to DM Lead Capture

Automatically send a DM with your lead magnet when someone comments a specific keyword on your post.

5-10 hours/week
ManyChatInstagram
beginner Lead Generation

Website Visitor to CRM Pipeline

Capture website form submissions and automatically create leads in your CRM with enriched data.

3-5 hours/week
ZapierHubSpot
intermediate Lead Generation

LinkedIn Connection Auto-Nurture

Automatically send a personalized welcome message and resource when someone accepts your connection.

8-12 hours/week
PhantombusterLinkedIn
intermediate Lead Generation

Webinar Registration Follow-up

Automatically send confirmation, reminders, and post-webinar resources based on attendance.

4-6 hours/week
ZoomActiveCampaign
intermediate Lead Generation

Quiz Funnel Lead Qualification

Create an interactive quiz that qualifies leads and routes them to appropriate follow-up sequences.

10+ hours/week
TypeformZapier
beginner Lead Generation

Facebook Lead Ads to CRM

Instantly capture Facebook lead ad submissions and add to your CRM with automatic follow-up.

2-4 hours/week
Facebook AdsZapier

Free Templates

Download and use immediately

Google Sheets

Simple CRM for Small Business

Track leads, deals, and customer interactions in Google Sheets. Perfect for businesses not ready for a full CRM.

Download Free
Notion

Sales Pipeline Tracker

Visual Kanban-style pipeline to track deals from lead to close.

Download Free
Notion

Client Portal

Share project status, files, and communication with clients in one place.

Download Free
Google Sheets

Lead Scoring Calculator

Score and prioritize leads based on fit and engagement.

Download Free

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