Workflow library
The wiring, in public.
Eight automations we ship most often. Every engagement adapts these to the client's stack — none of them are demos.
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I.
Inbound lead → enriched CRM entry → sales alert
HubSpot · Clearbit · Slack
Form, chat, or email lands. Lead is auto-enriched with firmographics, scored, deduped against existing contacts, written to CRM, and the right sales rep gets a Slack alert with the full context — all under 60 seconds.
Avg. lead-to-first-touch: 14 minutes (was 11 hours).
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II.
Founder inbox triage with AI summaries
Gmail · OpenAI · Notion
Inbound mail is classified (response needed / FYI / promotional), summarized in one line, and bundled into a twice-daily digest. High-priority items are surfaced individually with suggested replies.
Email time down from 90 to 18 minutes a day.
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III.
Weekly board report — assembled automatically
Looker Studio · HubSpot · Stripe · Google Sheets
Every Friday at 3pm, a templated board update is generated: revenue, pipeline, churn, NPS, hiring. Operator reviews, edits, and sends. The artefact is consistent week over week.
Founder time on board reports: 4 hours → 30 minutes.
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IV.
Client onboarding kit — same day after signature
PandaDoc · Notion · Slack · Google Drive
Signed SOW triggers: client folder created, kickoff doc generated, Slack channel spun up, intro emails sent, asset-collection checklist shared. Day-one is consistent for every new engagement.
Onboarding ritual: 4 hours of ops → 12 minutes of review.
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V.
Stuck-deal detection
HubSpot · Slack
Any deal in the same stage > 14 days triggers a flagged ping to the manager with the deal context and a recommended next action. Stalls don't go silent.
Forgotten-deal loss dropped to zero across 90-day windows.
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VI.
Customer support tagging + trend report
HelpScout · OpenAI · Metabase
Every inbound ticket is auto-tagged by topic, sentiment, and severity. A monthly digest surfaces tag-level trends so product and support get a real read on what is recurring.
First product change driven by tag trends: month 2.
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VII.
LinkedIn content backlog → scheduled publishing
Notion · Buffer · LinkedIn
Founders maintain a content backlog in Notion; drafts are reviewed by the operator, scheduled into Buffer with platform-tuned timing, and performance metrics pipe back to Notion for the next planning cycle.
Avg. publishing cadence: 0.7 posts/week → 4 posts/week.
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VIII.
Reactivation drip on closed-lost deals
HubSpot · OpenAI · Gmail
Closed-lost deals enter a 90-day check-in sequence with light, personalized touchpoints generated from the deal notes. Most go nowhere; the ones that wake up are typically the highest-quality re-engagements.
Avg. 4–7 % of closed-lost revives within two quarters.
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