Business Automation Examples That Save Time Every Week

How it works

1. 1Website Form Webhook
2. 2Normalize Lead (edit fields)
3. 3AI Enrich + Summarize (AI chain)
4. 4Save to CRM (swap: HubSpot) (append)
5. 5WhatsApp Alert to Owner (send message)
6. 6Instant Auto-Reply to Lead (send email)
7. 7Respond 200 OK

How it works

1. 1Twilio Call Status Webhook
2. 2Extract Caller Info (edit fields)
3. 3Was It Missed? (if)
4. 4Send Text-Back SMS
5. 5Call Was Answered: Skip (no-op)
6. 6Log Missed Call (append)
7. 7Notify Owner (send email)
8. 8Respond 200 OK

How it works

1. 1New Lead Webhook
2. 2Normalize Lead (edit fields)
3. 3AI Score Against ICP (AI chain)
4. 4Parse Score (code)
5. 5Hot / Warm / Cold (switch)
6. 6WhatsApp: Call This Lead Now (send message)
7. 7Add to Nurture (swap: Kit) (send email)
8. 8Polite Decline (send email)
9. 9Combine (merge)
10. 10Log Scored Lead (append)
11. 11Respond 200 OK

How it works

1. 1Facebook fires the trigger when a lead form is submitted
2. 2The lead's answers are mapped to clean fields
3. 3Lead saved to CRM + owner alerted on WhatsApp
4. 4Lead receives an instant welcome email

How it works

1. 1Runs daily at 10am
2. 2Reads the quotes list
3. 3Filters to status = "sent" AND sent 3+ days ago (visual filter, no code)
4. 4Sends a friendly follow-up to the customer, logs it

How it works

1. 1Quote Request Form
2. 2Read Pricing Table
3. 3AI Draft Quote (AI chain)
4. 4Build Quote Document (code)
5. 5Send to Owner for Approval (send email)
6. 6Log Quote (append)

How it works

1. 1Runs every morning at 8am
2. 2Reads the whole pipeline from the CRM
3. 3Filters to deals idle for 7+ days (no code, a visual date filter)
4. 4One nudge email per stale deal, then logs it

How it works

1. 1A "happy customer" event posts to the webhook (5★ review, NPS 9-10, glowing feedback)
2. 2Customer details are mapped
3. 3Referral ask goes out with the incentive
4. 4Waits 5 days, sends one gentle reminder, logs everything

How it works

1. 1Owner fires the run manually when ready.
2. 2Reads the "Old Leads" tab from Google Sheets.
3. 3Keeps only leads marked cold with no contact in 90+ days.
4. 4AI writes a short, personal revival message per lead.
5. 5Sends the revival email and logs it to "Reactivation Log".

How it works

1. 1Runs every day at 8am.
2. 2Reads the "Prospects" tab (name, email, company, niche, stage, lastTouch).
3. 3Routes each prospect by stage: touch1, touch2 or touch3.
4. 4Touch 1 is a short intro with a specific compliment. Touch 2 adds value plus a case study (day+3). Touch 3 is a polite breakup (day+7).
5. 5Logs every touch sent.

How it works

1. 1Website or CRM posts the new lead to the webhook.
2. 2Lead fields are mapped into a clean shape.
3. 3Reads the "Reps" roster from Google Sheets.
4. 4Keeps only reps marked available, then picks the least-busy one.
5. 5Emails and WhatsApps the rep the lead details with the 5-minute SLA.
6. 6Logs the assignment.

How it works

1. 1The call-recorder posts the transcript to the webhook
2. 2Call details are mapped to clean fields
3. 3AI writes the structured summary + a follow-up email draft
4. 4Summary saved to CRM notes; draft emailed to the rep

How it works

1. 1The proposal tool (or tracking pixel) fires the proposal-viewed webhook.
2. 2Map Event pulls out the prospect, the proposal name and the view count.
3. 3An IF node checks: is this the 2nd view or more?
4. 4Repeat view: WhatsApp hits the owner's phone with a call-them-now message.
5. 5First view: the owner gets a low-key email heads-up instead.
6. 6Both alert paths merge back together.
7. 7Build Log Row shapes a clean record: who viewed what, and which alert went out.
8. 8The view is appended to the Proposal Views sheet so reading patterns per deal are visible.

How it works

1. 1The website form fires the lead-magnet-request webhook.
2. 2Map Subscriber tidies the name, email and which guide they asked for.
3. 3Deliver the Guide emails the download link immediately.
4. 4The subscriber is saved to the Subscribers sheet.
5. 5Wait 2 days.
6. 6Value Email 1 sends one practical tip that builds on the guide.
7. 7Wait 3 more days.
8. 8The Soft Offer email invites them to book a free call, take it or leave it.
9. 9Build Nurture Log Row shapes a tidy completion record.
10. 10The finished sequence is logged to the Nurture Log sheet.

How it works

1. 1The CRM fires the deal-closed webhook whenever a deal is marked won or lost.
2. 2Map Deal tidies the name, value, outcome, stated reason and competitor.
3. 3Every deal (won or lost) is appended to the Win-Loss Log sheet.
4. 4An IF node checks: was this one lost?
5. 5Lost: the AI reads the details and writes a two-line note, the likely underlying pattern plus one fix for this week.
6. 6The owner gets the loss insight by email while the deal is still fresh.
7. 7Won: a No Operation node ends the flow quietly, nothing to fix.

How it works

1. 1The website fires the form-abandoned webhook when a form is started (email captured) but not submitted.
2. 2Map Partial Lead tidies the name, email and which form they were on.
3. 3The partial lead is saved to the Abandoned Forms sheet straight away.
4. 4Wait 1 hour, long enough to not feel watched, soon enough to still remember.
5. 5The Friendly Nudge email offers to help them finish, with a link back to the form.
6. 6Wait 1 more day.
7. 7The Last-Chance email gives a direct WhatsApp link as an easier alternative.
8. 8Build Rescue Log Row shapes a tidy record of the rescue attempt.
9. 9The attempt is logged to the Rescue Log sheet.

How it works

1. 1Discovery Call Intake Form
2. 2Save Intake (append)
3. 3AI Pre-Call Brief (AI chain)
4. 4Email Brief to Coach (send email)
5. 5Add Prep Block to Calendar

How it works

1. 1Open House Sign-In Form
2. 2Log Visitor (append)
3. 3Instant Thank You + Property Pack (send email)
4. 4Hot Buyer? (if)
5. 5Wait 1 Day (1 days)
6. 6WhatsApp: Hot Buyer Alert (send message)
7. 7Not Hot: Sequence Only (no-op)
8. 8AI Personalized Follow-Up (AI chain)
9. 9Send Follow-Up 1 (send email)
10. 10Wait 2 More Days (2 days)
11. 11Send Follow-Up 2 (Financing) (send email)

How it works

1. 1New Listing Webhook
2. 2Normalize Listing (edit fields)
3. 3Read Buyer Database
4. 4Match Buyers to Listing (code)
5. 5Any Matches? (if)
6. 6Personalized Alert (per buyer) (send email)
7. 7No Matches: Skip (no-op)
8. 8Log Alerts Sent (append)

How it works

1. 1The schedule fires every Monday at 7:30am, before the week starts.
2. 2Read Pipeline pulls every open deal from the Pipeline sheet.
3. 3Summarize totals deal value and deal count per stage, all visual, no code.
4. 4Bundle Stage Totals packs the stage lines into one item for the AI.
5. 5AI: Forecast Commentary writes the three-line Monday note: likely closes, at-risk value, one focus action.
6. 6The owner gets "This week's pipeline in 60 seconds" by email before their first coffee.
7. 7Build Forecast Log Row shapes a record of what was forecast.
8. 8The forecast is appended to the Forecast Log sheet, so predictions can be checked against reality later.