Automation playbooks

Practical, step-by-step guides for implementing automation in key business processes. No complex integrations required.

Available playbooks

Sales Lead Qualification Automation

Automate lead scoring, routing, and initial follow-up sequences using simple rules and email automation.

Tools: CRM + Email • 15 min setup

Invoice Processing Workflow

Streamline accounts payable with automated data extraction, approval routing, and payment scheduling.

Tools: Accounting Software • 20 min setup

Customer Support Ticket Routing

Automatically categorize and route support tickets to the right team member based on keywords and priority.

Tools: Helpdesk Software • 10 min setup

Expense Report Automation

Enable mobile expense submission with automatic approval workflows and integration with accounting systems.

Tools: Expense App + Accounting • 25 min setup

How to use these playbooks

Each playbook includes step-by-step instructions, required tools, estimated setup time, and success metrics to track.

Implementation approach

  • • Start with one process you know well
  • • Test automation with real data first
  • • Train team members on the new workflow
  • • Monitor and adjust based on results

Need help implementing automation?

Our execution systems include custom automation design and implementation support for complex workflows.

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