15 entries are tagged Agencies & consultancies. Other workflows may fit too; see all workflows.
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation High-value prospects who email a general inbox wait in the queue with everyone else
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- Activepieces
- Gmail
- Perplexity
- Slack
Researched: Sourced and summarized, not yet run end-to-end by us CRM Form leads land in a sheet with no prioritization, and sales responds late
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- Google Sheets
- Azure OpenAI
- HighLevel
Researched: Sourced and summarized, not yet run end-to-end by us CRM The same person submits a form twice and ends up as duplicate contacts in the CRM
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- Google Forms
- Google Sheets
- HighLevel
Researched: Sourced and summarized, not yet run end-to-end by us CRM Payments happen in Stripe but the CRM never hears about them, so sales and account records drift apart
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Writing a custom proposal after every sales call takes hours
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- OpenAI
- Google Drive
- Google Slides
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Agencies want branded, e-signable proposals without manual formatting
Setup: 2–3 h (ESTIMATE) Checked 2026-10-18
- n8n
- OpenAI
- Google Slides
- Google Drive
- PandaDoc
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Proposal, CRM update and follow-up email are three separate manual jobs
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- Typeform
- OpenAI
- PandaDoc
- ClickUp
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Freelancers and small studios spend too long writing a tailored proposal for every job post
Setup: 2–3 h (ESTIMATE) Checked 2026-10-18
- n8n
- Tally
- OpenAI
- SerpAPI
- Google Sheets
- PDF.co
- Gmail
Each new engagement needs a custom checklist, owner and kickoff
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- OpenAI
- Google Sheets
- Slack
- Google Calendar
Generic welcome emails feel impersonal and get written by hand
Setup: 30–60 min (ESTIMATE) Checked 2026-10-18
- n8n
- Google Sheets
- Google Forms
- Google Gemini
- Gmail
After a deal closes, setting up the folder, tasks, welcome email and kickoff call takes an hour of admin per client
Setup: 2–3 h (ESTIMATE) Checked 2026-10-18
- n8n
- HighLevel
- Anthropic Claude
- Google Drive
- Gmail
- Google Calendar
- Slack
- Google Sheets
Onboarding questionnaires get read once and the useful details never make it into the project plan
Setup: 30–60 min (ESTIMATE) Checked 2026-10-18
- Activepieces
- Typeform
- Asana
Clients email the same "where are we?" questions, and files and tasks are scattered across tools
Setup: 2–4 h (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us Customer support FAQ and policy questions repeat all day
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- WhatsApp
- Google Docs
- Google Gemini
- Google Sheets
Researched: Sourced and summarized, not yet run end-to-end by us Customer support Requests arrive unsorted, and nobody sees trends
Setup: 1 h (ESTIMATE) Checked 2026-10-18
- n8n
- Typeform
- Google Gemini
- Google Sheets
5 AI workflows for small businesses, every Tuesday (launching soon)
One deep-dive plus four quick picks for lead follow-up, CRM, proposals, onboarding and support, labeled
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