Automation library

Automations we build and set up for businesses

Each page sets out what the automation does, what starts it, the steps and the tools it runs on. We set them up in your own accounts and adapts them to how you work, with a person in charge of the decisions that matter.

Sales and leads

Lead triage

Captures new leads, scores them and hands the right ones to a person.

Make.com · Relevance AI · VAPI · OpenAI API

Website lead inbox

Sends every website enquiry, with its source, to a Sheet, your CRM and your inbox.

Netlify Forms or Vercel · Google Sheets (Apps Script) · Zapier, Make or n8n webhook · HubSpot · Resend

AI sales copilot

An AI assistant your sales team can ask about leads, which looks up and updates your CRM, researches prospects online and sends emails.

n8n · AI agent (Google Gemini) · Airtable · Gmail · Web search and page scraping

Cold email personalisation

Researches each lead's website and writes a personalised opening line for your cold emails, saved straight into your lead sheet.

n8n · OpenAI · Apify · Firecrawl or direct page requests · Google Sheets

Outbound prospecting pipeline

Builds an outbound pipeline: researches your business and ideal customers, finds prospects, verifies their emails and loads them into your sending tool.

n8n · OpenAI and Anthropic Claude · Airtable · Apollo search · Email verification service · Instantly

Proposal generator

Turns a short form about a prospect into a written proposal in Google Slides, saved to Drive and emailed out.

n8n · n8n Form · OpenAI · Google Slides · Google Drive · Gmail · PandaDoc (optional)

Sales meeting prep briefs

Checks your calendar for upcoming meetings, researches each attendee and sends you a short brief on WhatsApp.

n8n · OpenAI · Google Calendar · Gmail · Web research · WhatsApp Business

Sales call notes and CRM updates

Logs new bookings in your CRM, turns call transcripts into organised notes and moves deals forward.

n8n · Google Gemini · Airtable · Calendly · Fireflies · Google Docs

Competitor hiring tracker

Checks competitors' job postings on a schedule, summarises what they are hiring for and emails you a report.

n8n · Google Gemini and OpenAI · Airtable · LinkedIn job data · Google Docs · Gmail

Recruitment

CV scoring and candidate summaries

Scores incoming CVs and writes a short candidate summary for the recruiter.

Make.com · Relevance AI · LLM APIs

LinkedIn connection request automation

Finds LinkedIn profiles that match your search, writes a personalised connection note for each and queues the requests.

n8n · n8n Form · OpenAI · Apify · PhantomBuster · Google Sheets

Tailored CV generator

Rewrites a base CV for each matching job, saves the new version to Google Drive and emails it to the right contact.

n8n · OpenAI · Google Docs · Google Drive · Gmail

Content and marketing

Long-form article writer

Researches a topic, builds an outline, writes each section and delivers a finished article to Google Drive.

n8n · OpenAI · Web search · Google Drive

Content repurposing

Turns one piece of content into angles and drafts for LinkedIn, X and your newsletter.

n8n · OpenAI · Webhook

LinkedIn content engine

Researches topics, studies posts that performed well and drafts LinkedIn posts into a content calendar.

n8n · Google Gemini and OpenAI · Perplexity · Airtable · LinkedIn post scraping

Social media publishing

Takes an approved idea, writes channel-specific versions and publishes them to LinkedIn, X and WordPress.

n8n · OpenAI · LinkedIn · X · WordPress

YouTube trend digest

Tracks the YouTube channels you follow, spots videos that are taking off and emails you a daily digest.

n8n · YouTube · Google Sheets · Gmail

Competitor ad research

Collects competitors' Facebook and Instagram ads, analyses the text, images and videos with AI and logs the findings in a sheet.

n8n · Apify · OpenAI · Google Gemini · Google Drive · Google Sheets

Ad creative generator

Researches your product and customers, then writes ad angles and copy, tracked in Airtable.

n8n · OpenAI and Google Gemini · Airtable · Facebook Graph API

Video ad generator

Turns a product photo or a property and business brief into a short AI-generated video ad with captions.

n8n · OpenAI, Google Gemini and DeepSeek · AI video generation (Google Veo) · Google Cloud Storage · Creatomate · Telegram

Automatic B-roll editor

Analyses a talking-head video, picks the moments that need cutaways and generates B-roll to match.

n8n · OpenAI · AI video generation · Google Cloud Storage · Telegram

Short-form video creation and scheduling

Comes up with short-form video ideas, generates the videos and schedules them to YouTube, TikTok and Instagram.

n8n · OpenAI or Google Gemini · AI video generation · Google Sheets · Google Cloud Storage · Postiz

Operations and finance

Onboarding and certification flows

Takes new clients or staff through onboarding and certification steps automatically.

Make.com · Relevance AI · VAPI · OpenAI API

Expense tracking by chat

Log expenses by messaging a Telegram bot; AI records them in a sheet and alerts your finance lead when something needs attention.

n8n · AI agent (Google Gemini) · Telegram · Google Sheets · Gmail

Invoice follow-up

Checks for unpaid invoices on a schedule and sends polite, AI-written chaser emails.

n8n · OpenAI · Google Sheets · Gmail

Won deal to invoice

When a deal is marked won in ClickUp, a Stripe invoice is created, finalised and sent.

n8n · ClickUp · Stripe

Quotation automation

Turns a new row in a quotes sheet into a formatted quotation, saves it to Google Drive and emails it.

n8n · Google Sheets · Google Drive · Email

New booking to task and notification

Creates a task when a client books, notifies the team and keeps tasks and messages in step.

n8n · Cal.com · ClickUp · Slack · Gmail

AI personal assistant

A Telegram assistant that handles your calendar, email, documents and social posts by text or voice note.

n8n · AI agent (OpenAI) · Telegram · Google Calendar · Gmail · Airtable

Scheduled reminders by urgency

Checks every few minutes for tasks that are due, sends alerts based on urgency and marks overdue items.

n8n · Your database or app API · Notifications

Appointment follow-up processing

When an appointment ends, writes a summary for the client, schedules the follow-up, updates the plan and sends notifications.

n8n · Webhooks · Your app API · AI summary generation

Secure webhook event router

One secure entry point that checks each incoming event is genuine and routes it to the right workflow.

n8n · Webhooks

Want one of these set up for your business?

Start with one process, scored first. We set it up on the tools you already pay for, in your own accounts.

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£450 Payback Check. Credited if you book a build within 30 days.

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