15 Workflow Automation Examples That Save 20+ Hours Per Week
Stop doing manually what software can do for you. These 15 automations are copy-paste ready.
1. New Lead → Instant SMS + Email
Trigger: Form submission. Action: Send welcome SMS + email within 60 seconds. Speed-to-lead is everything.
2. Missed Call → Text Back
Trigger: Missed call. Action: Auto-text 'Sorry I missed your call! How can I help?' Captures leads you'd otherwise lose.
3. Appointment Reminder Sequence
24 hours before: Email reminder. 2 hours before: SMS reminder. Reduces no-shows by 40%.
4. Post-Purchase Follow-Up
Day 1: Thank you email. Day 3: How-to guide. Day 7: Check-in. Day 30: Review request.
5. Lead Scoring Automation
Opened email: +5 points. Clicked link: +10. Visited pricing: +25. Score > 50: Notify sales team.
6. Birthday/Anniversary Messages
Auto-send personalized messages on contact birthdays. Small touch, big loyalty impact.
7. Stale Deal Alert
If deal hasn't moved stages in 14 days: Notify deal owner. Prevents pipeline rot.
8. Review Request After Service
3 days after service completion: Send review request with direct Google review link.
9. Re-Engagement Campaign
Contact inactive 60+ days: Send 'We miss you' email with special offer.
10. New Client Onboarding
New deal marked 'Won': Create tasks, send welcome packet, schedule kickoff call — all automatically.
11. Invoice Follow-Up
Invoice unpaid after 7 days: Friendly reminder. 14 days: Firm reminder. 30 days: Escalate.
12. Social Media Response
New social mention: Create contact, assign to social team, auto-respond with thank you.
13. Referral Program Automation
Client refers friend: Auto-send thank you + reward. Track referral source in CRM.
14. Webinar Follow-Up
Attended: Send recording + offer. Registered but missed: Send replay + FOMO message.
15. Contract Renewal Reminder
60 days before expiry: Internal alert. 30 days: Client outreach. 7 days: Urgent follow-up.
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