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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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