Category: Automation Ideas

Automatically generates Notion client portal pages from project management data, creating a beautifully formatted client view with project status, deliverables, timelines, and communication without manual portal creation.

Uses AI to analyse your top-performing Instagram posts and suggest optimised hashtag sets based on engagement patterns, competitor research, and trending topics, eliminating hashtag research guesswork.

Sends an instant text message to the sales rep when a scheduled demo attendee doesn’t join the Zoom/meet within 5 minutes of start time, including a one-click reschedule link to re-engage while still top of mind.

Combines metrics from multiple dashboards with narrative commentary, wins, challenges, and next steps for leadership.

Automatically sends a friendly follow-up email to prospects 7 days after you send a FreshBooks estimate if they haven’t accepted or responded yet, keeping the conversation alive without manual tracking.

Automatically generates multiple Instagram caption variations using AI vision when product photos are uploaded to Dropbox, analysing the image to create on-brand copy with relevant hashtags and calls-to-action.

It tracks leads exchanged with referral partners, monitors outcomes, and calculates commissions automatically. Both sides see clear records of who sent what, status, and payouts – reducing friction and building trust.

Sends different automated email responses based on who’s emailing you – customers get one message, vendors get another, and internal team members get a third – so your auto-reply feels personal and relevant instead of generic.

Takes submissions from a public bug form and creates detailed Jira issues with environment info, screenshots, and reproduction steps.

It produces a one-page pre-call brief with the prospect’s basics, context, and likely needs. It also pulls in your history with them so you start the conversation informed instead of scrambling.

It rewrites your proposal introduction and key sections using the prospect’s exact language, pain points, and goals from discovery calls or intake forms. The result feels custom-written without starting from scratch every time.

Automatically generates personalised win-back email campaigns for churned customers using AI, incorporating their past purchase history, churn reason, and time since departure to create relevant re-engagement messages.