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Premium Access · Playbooks & Workflows

Automation workflow templates.

Working automations pulled from real client engagements — importable n8n / Make / Zapier templates, the system prompts, the tool stacks, and the failure modes. Free previews show what the workflow does, what it costs to run, and how many hours it saves. Subscriber access unlocks the full implementation guide — the templates, the prompts, the gotchas — so you can ship it the same week you read it.

29 playbooks tracked · saving an estimated 171h/week when fully deployed

29 of 29
Playbook
Category
Skill
Type
Time Saved
Access
Project-Close Revenue Asset Kit AI-driven agentic workflows for client onboarding and revenue asset management
Client Ops
Intermediate
AI Prompt
5.0h/wk ≈ $1,000/mo
Premium ★ Pick
Daily Signal-Based Prospect Feed AI-driven real-time intent signal monitoring and automated personalized outreach with human oversight
Lead Generation
Intermediate
Hybrid
15.0h/wk ≈ $3,000/mo
Free
Same-Day SOW & Proposal Generator Automate creation of proposals, quotes, and SOWs directly from CRM data to close deals faster and reduce errors.
Sales Ops
Intermediate
Automation
8.0h/wk ≈ $1,600/mo
Premium
Dead Lead Reactivation via Signals
Lead Generation
Intermediate
Hybrid
Premium
Invoice Approval Workflow with Exception Handling Automate invoice processing with dynamic routing, real-time exception management, and compliance assurance.
Internal Ops
Advanced
Automation
20.0h/wk ≈ $4,000/mo
Premium
AI-Driven Content Creation with Brand Voice Consistency Automate content creation while maintaining your unique brand voice through AI training and human oversight.
Content
Intermediate
Automation
15.0h/wk ≈ $3,000/mo
Premium
AI-Powered Automated Client Reporting Streamline client reporting with AI to save time and deliver real-time insights.
Reporting
Intermediate
Automation
10.0h/wk ≈ $15,000/mo
Premium
Automated Invoice Generation and Delivery with Payment Links Streamline invoice creation, delivery, and payment with automation to reduce errors and save time.
Client Ops
Intermediate
Automation
10.0h/wk ≈ $1,200/mo
Premium
Invoice & Payment Follow-up Automation Streamline invoice processing and payment execution to reduce manual tasks and errors.
Internal Ops
Beginner
Automation
10.0h/wk ≈ $1,500/mo
Free
Cold Email Reply Classifier & Router Automate classification and routing of cold email replies using AI to optimize lead handling and increase response rates.
Lead Generation
Intermediate
AI Prompt
8.0h/wk ≈ $1,500/mo
Premium
Long-Form Content Repurposing Pipeline AI-driven automation to transform long-form content into multi-format, platform-optimized posts for maximum reach and efficiency.
Content
Intermediate
Hybrid
8.0h/wk ≈ $800/mo
Premium
Phased AI Campaign Management Automation Structured rollout of AI-driven campaign automation for scalable marketing efficiency
Client Ops
Advanced
Hybrid
8.0h/wk ≈ $1,500/mo
Premium
Strategic Partner Referral Loop Automate partner onboarding, contract management, and referral tracking to boost partner engagement and revenue.
Internal Ops
Advanced
Hybrid
8.0h/wk ≈ $2,000/mo
Premium
Automated Newsletter-to-Multi-Platform Content Pipeline Repurpose and distribute newsletter content automatically across multiple platforms to save time and boost engagement.
Content
Intermediate
Hybrid
6.0h/wk ≈ $800/mo
Premium
Daily Email Summary Report with AI-Filtered Important Messages Automate your daily email digest by AI-prioritizing and summarizing important messages to boost productivity and reduce inbox overload.
Internal Ops
Intermediate
Automation
6.0h/wk ≈ $300/mo
Premium
Meeting Notes ? Action Items ? CRM Automate meeting note summaries, action item tracking, and CRM updates using AI and workflow tools.
Internal Ops
Intermediate
Hybrid
6.0h/wk ≈ $1,200/mo
Free
Automated Client Onboarding Sequence Streamline client onboarding with automated workflows for welcome emails, document collection, and milestone tracking.
Client Ops
Beginner
Automation
5.0h/wk ≈ $800/mo
Free
Automated Extraction of Action Items and Follow-Up Tasks from Emails Use AI to convert emails into actionable tasks and automate follow-ups, saving time and reducing manual effort.
Client Ops
Advanced
Hybrid
5.0h/wk ≈ $800/mo
Premium
CRM Stage Progression on Activity Automate CRM deal stage updates and activity tracking to improve sales efficiency and data quality.
Sales Ops
Intermediate
Automation
5.0h/wk ≈ $800/mo
Free
Proposal Follow-up Cadence Automate and optimize your sales proposal follow-up to increase engagement and close rates.
Sales Ops
Beginner
Automation
5.0h/wk ≈ $1,200/mo
Free
Weekly Client Report Generator Automate weekly client report creation and delivery to save time and improve consistency
Client Ops
Intermediate
Hybrid
5.0h/wk ≈ $2,000/mo
Premium
AI-Powered Email Priority Categorization and Labeling Dynamically prioritize and label emails using AI to reduce handling time and improve response rates.
Client Ops
Intermediate
Automation
3.0h/wk ≈ $600/mo
Premium
AI Inbox Triage & Routing
Internal Ops
Intermediate
AI Prompt
Free
AI-Driven Content Atomization for Social Ecosystems
Content
Advanced
Automation
Premium
Automated Payment Reminder and Overdue Invoice Follow-up
Client Ops
Beginner
Automation
Premium
Journalist Request Monitor & Pitcher
Earned Media
Advanced
Hybrid
Premium
LinkedIn Warm-Intro Path Finder
Lead Generation
Advanced
Hybrid
Premium
Newsletter Curation From Source Library
Content
Intermediate
Hybrid
Free
No-Code Visual Content Repurposing Flow Builder
Content
Intermediate
Automation
Premium

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