Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
Missed-call text-back plus AI appointment booking
Missed calls are lost leads for trades and local services
- n8n
- Twilio
- OpenAI
- Google Calendar
- Google Sheets
Workflows using Google Calendar
9 entries include Google Calendar.
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
Property enquiry qualification with matched listings and viewing slots
Estate agents get enquiries from portals and site forms faster than they can qualify them, match them to stock and offer a viewing
- n8n
- OpenAI
- Google Sheets
- Google Calendar
- HubSpot
- Slack
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
HVAC lead capture with AI classification, scheduling and SMS reminders
HVAC companies lose leads between the first form fill, the callback and getting a visit on the calendar
- n8n
- OpenAI
- Google Sheets
- Slack
- Google Calendar
- Twilio
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
Law firm enquiry intake with a WhatsApp AI scheduling assistant
Prospective clients fill out a contact form and then wait for someone to call back and book a consultation
- n8n
- Jotform
- Google Sheets
- Google Gemini
- Postgres
- Google Calendar
Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
Dental lead nurture sequence with booking reminders and review request
New patient enquiries go cold when nobody follows up, and booked patients still miss appointments
- n8n
- Google Sheets
- Twilio
- Gmail
- Google Calendar
Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Junk removal quotes from customer-texted photos with owner approval
Quoting junk removal means a site visit or a long back-and-forth over text
- n8n
- Twilio
- OpenAI
- Google Sheets
- Google Drive
- Google Calendar
Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
AI-generated onboarding checklist and task routing for consultancies
Each new engagement needs a custom checklist, owner and kickoff
- n8n
- OpenAI
- Google Sheets
- Slack
- Google Calendar
Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
GoHighLevel "Won" opportunity → AI onboarding plan, tasks, Drive folder and kickoff
After a deal closes, setting up the folder, tasks, welcome email and kickoff call takes an hour of admin per client
- n8n
- HighLevel
- Anthropic Claude
- Google Drive
- Gmail
- Google Calendar
- Slack
- Google Sheets
Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
Pre-visit patient intake reminders with AI risk flags for the clinician
Intake forms arrive incomplete or late, and staff have no time to read them before the appointment
- n8n
- Google Calendar
- Gmail
- Google Sheets
- Azure OpenAI
- Slack
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 Researched or Tested. This form doesn't collect anything yet.
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Why trust it: every entry links its source and caveats, and nothing is called Tested until we publish the logs. Our method.