Ten ready-made automations for leads, invoices and alerts

A bundle of ready-to-run automations that handle leads, invoicing reminders, alerts, and reporting for you.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead email invoice or schedule arrives"]:::trig s0["check or update relevant tool"]:::svc s1["AI decides what to do"]:::task s2["send result to destination"]:::svc trig --> s0 s1 --> s2 gx{"× which automation type fired"}:::gate s0 --> gx p00["route or sort lead"]:::task gx -->|"lead handling"| p00 p10["send reminder"]:::task gx -->|"invoice or billing"| p10 p20["post update"]:::task gx -->|"alert or content"| p20 jn{"○ deliver result"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"ten independent automations running"/]:::out pay{{"hours of weekly admin saved"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationDocument Processing & OCRSpreadsheet & Database OpsSurvey & FeedbackFile & Cloud Storage
Connects
GmailGoogle SheetsGoogle DriveAirtableSlackHubSpot
Featured in

The problem it solves

You spend hours each week on repetitive admin: chasing invoices, sorting emails, updating spreadsheets, scheduling social posts, and answering the same customer questions. Every one of these small tasks pulls you away from higher-value work.

Who it fits

A small business owner juggling sales, support, invoicing, and social media without a big team.

How it works

  1. A trigger fires when a lead, email, invoice, or scheduled time comes up
  2. The relevant tool, sheet, or database is checked or updated automatically
  3. AI or simple logic decides what to do next, like sorting, summarizing, or flagging
  4. The result lands in Slack, email, or a spreadsheet without you lifting a finger
What you get

Tasks handled quietly across your tools

You get leads, invoices, alerts, and reports handled automatically across your everyday tools without extra setup.

What you get

A working set of ten automations you can turn on individually to handle leads, invoices, alerts, content posting, and reporting.

What you need

Accounts for Google Workspace, Slack, your CRM such as HubSpot, and an OpenAI account, depending on which automations you use.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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