40 workflows worth automating, grouped by where they hide in your business, plus a simple framework for deciding which one to automate first. Practical, no fluff, built from real SMB engagements.
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Download the PDFThe checklist walks through each area with concrete, taggable workflows. Most businesses find their biggest time sink in the first two.
Onboarding, intake, scheduling, reminders, status updates.
Sorting, classifying, extracting fields, re-keying between tools.
Drafting replies, triaging inbound, follow-ups, meeting notes.
Invoicing, past-due follow-up, expense coding, reconciliation prep.
Capture, enrichment, qualification, follow-up, booking.
Recurring reports, dashboards, handoffs, compliance reminders.