27 entries are tagged General (any small business). Other workflows may fit too; see all workflows.
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation Finding and prioritizing local prospects (e.g. roofers, dentists) by hand is slow, and lists end up full of duplicates
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- Apify
- Google Gemini
- Google Sheets
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation Outbound and inbound lead calls eat staff time, and call notes go undocumented
Setup: 2–4 h (ESTIMATE) Checked 2026-10-18
- n8n
- RetellAI
- OpenAI
- Google Sheets
- Twilio
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation Manual LinkedIn prospecting and personalization doesn't scale
Setup: 3–5 h (ESTIMATE) Checked 2026-10-18
- n8n
- AnySite
- LinkedIn
- OpenAI
- Google Sheets
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 Lead generation Leads from Facebook Lead Ads sit in Meta's interface or a spreadsheet, and emailing them needs another tool
Setup: 30–60 min (ESTIMATE) Checked 2026-10-18
- Zapier
- Facebook Lead Ads
- Gmail
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 Owners don't have time to review every deal and note
Setup: 30–60 min (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us CRM Replies sit unread and follow-up tasks are created inconsistently
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- Gmail
- OpenAI
- Pipedrive
- Slack
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 Deals in a Notion CRM go untouched for weeks and nobody notices until they are lost
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us CRM Leads get assigned by memory or favoritism, so some reps are overloaded and others wait
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us CRM Typos and fake addresses from web forms clutter the CRM and hurt email deliverability
Setup: 30–60 min (ESTIMATE) Checked 2026-10-18
- Make
- Typeform
- MailerCheck
- HubSpot
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Small teams need consistent proposals that address each client's challenges
Setup: 15–20 min (template-stated) to 1 h (ESTIMATE) Checked 2026-10-18
- n8n
- OpenAI
- Google Slides
- Google Drive
- Gmail
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Proposals go out and then nobody follows up consistently, or reps over-chase prospects
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- HubSpot
- Google Sheets
- Gmail
- Slack
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Building a quote document from deal data and sending it for signature is manual copy-paste
Setup: 3–5 h (ESTIMATE) Checked 2026-10-18
- n8n
- Pipedrive
- Gotenberg
- DottedSign
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Reps forget or delay sending the proposal once a deal is ready for it
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us Proposals Discounted or non-standard quotes stall while reps chase managers for approval
Setup: 4–8 h (ESTIMATE) Checked 2026-10-18
New clients get inconsistent welcome steps and the team misses milestones
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
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
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 Small businesses can't staff WhatsApp 24/7
Setup: ~15 min (template-stated) to 2 h (ESTIMATE) Checked 2026-10-18
- n8n
- WhatsApp
- OpenAI
- Postgres
- Supabase
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 Tickets arrive vague and unassigned, and the right teammate finds out late
Setup: 30–60 min (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us Customer support Customer emails pile up in a shared inbox with no ticket and no sense of which ones are upset
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
Researched: Sourced and summarized, not yet run end-to-end by us Customer support Satisfaction surveys are sent late or not at all, and the answers are scattered
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- n8n
- Freshdesk
- Google Sheets
Researched: Sourced and summarized, not yet run end-to-end by us Customer support Reviews go unanswered for days, and a rushed reply to a bad review can make things worse
Setup: 1–2 h (ESTIMATE) Checked 2026-10-18
- Zapier
- Google Business Profile
- Google Gemini
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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