Automation Playbooks

Launch-ready automation strategies for your team

Browse programmatically generated automation blueprints covering tools, use cases, and industries we implement every week. Each playbook maps the problem, workflow, and ROI so you can launch fast.

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All tools Make.com Zapier n8n

Use case

All use cases customer onboarding lead generation reporting automation social media posting

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All industries SaaS companies consulting e-commerce healthcare law firms marketing agencies real estate restaurants

n8nlead generationconsulting

n8n for Lead Generation in Consulting

Automating lead generation gives consulting teams a predictable way to remove manual busywork

1 min readView playbook

Zapiercustomer onboardingconsulting

Zapier for Customer Onboarding in Consulting Firms

Zapier choreographs consulting onboarding so every client receives the same white-glove kickoff without PMs chasing tasks.

4 min readView playbook