AI Automation Playbook

10 step-by-step automation recipes to save 20+ hours per week. No coding required — just AI + the right tools.

10 Automation Recipes

Lead Qualification Bot

30 min to set upSaves 5h/week

Webhook → GPT-4 classifies lead → CRM update → Slack alert

Invoice Processing

45 min to set upSaves 3h/week

Email attachment → OCR → GPT-4 extracts data → Xero entry

Social Content Pipeline

20 min to set upSaves 4h/week

RSS trigger → GPT-4 writes post → Schedule via Buffer API

Customer Onboarding

1h to set upSaves 6h/week

Stripe webhook → Welcome email → AI walkthrough → Slack intro

Meeting Notes → Action Items

15 min to set upSaves 2h/week

Zoom transcript → GPT-4 summarizes → Notion page → Assignees notified

Competitor Monitoring

30 min to set upSaves 3h/week

Daily scrape → GPT-4 analyzes changes → Digest email

Support Ticket Triage

45 min to set upSaves 8h/week

New ticket → AI categorizes → Routes to team → Suggests reply

Proposal Generator

1h to set upSaves 4h/week

Client form → GPT-4 drafts proposal → PDF → Email send

SEO Content Brief

20 min to set upSaves 2h/week

Keyword → GPT-4 creates outline → Brief doc → Writer assigned

Expense Categorization

15 min to set upSaves 1.5h/week

Receipt photo → OCR → GPT-4 categorizes → Spreadsheet row

Get the Full Playbook

PDF with all 10 recipes, setup screenshots, and pro tips — completely free.

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