Workflows
7 automations your business needs
Seven jobs you do by hand every week, and how to hand each one to AI — then build the first one today in about 20 minutes.
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Follow one client from the first booking to the case study and see seven automations with AI in the middle: a pre-call brief, a call-to-proposal draft that prices itself, onboarding that runs on payment, a scope-creep watcher, a payment chaser that checks who really paid, a content engine in your voice, and testimonials turned into case studies. Each one shows what starts it, what happens, which tools work and why it matters — about 12 hours a week back for a small solo business. Then build the first one step by step: a daily pre-call brief as a scheduled task in Claude.
What's inside
- The 7 at a glance: what starts each one and the hours it saves
- What each automation does, the tools that work and why it's worth it
- The order to build them, easiest first, with rough setup times
- Build it today: a daily pre-call brief scheduled in Claude, no coding