Workflow catalog

All 18 workflows — 12 core ($49) + 6 pro ($79). Search, filter, preview JSON before you buy.

Lead Intake • CORE Free Sample

Lead Intake → CRM Sync

Webhook intake → dedupe → Airtable/HubSpot upsert → Slack notify → auto-confirm email. The #1 workflow every agency rebuilds.

WebhookIF (validate email)Airtable / HubSpotSlack NotifyGmail Confirm

Webhook / Typeform / Calendly ~3h per client

Preview JSON JSON

Outreach • CORE

AI-Drafted Email Follow-Up

Finds stale leads in CRM, drafts contextual follow-ups with OpenAI (uses deal notes), sends via Gmail, logs back to CRM.

CronAirtable SearchOpenAI (GPT-4o-mini)Gmail SendHubSpot Update

Cron (3 days) / CRM trigger ~2h per client

Preview JSON JSON

Finance • CORE

Invoice Reminder Chain

Overdue invoice detection via Stripe/Airtable → polite nudge → firmer reminder → Slack escalation. Stops when marked paid.

Stripe WatchWait 7dGmail Reminder #1Wait 7dGmail Reminder #2 + Slack Alert

Stripe / Airtable ~4h/month

Preview JSON JSON

Sales • CORE

Proposal Follow-Up Sequence

Proposal sent → auto check-ins at day 2 and 5 → breakup email → internal Slack summary. No more forgotten proposals.

Airtable TriggerWait 2dGmail #1Wait 3dGmail #2 (breakup)Slack Digest

Notion / Airtable ~2.5h/client

Preview JSON JSON

Ops • CORE

Slack Status Digest (Daily)

Aggregates Notion tasks + Airtable deals + overdue invoices → posts clean daily digest to #client-status.

CronNotion QueryAirtable QueryFunction (aggregate)Slack Post

Cron 8am daily ~30min/day

Preview JSON JSON

Ops • CORE

Notion Task Digest

Weekly Notion task roll-up → AI summary of blockers → Slack + email to client. Client update on autopilot.

CronNotion Database QueryIF overdueOpenAI SummarizeSlack + Email

Cron 5pm Fri ~1h/week

Preview JSON JSON

Onboarding • CORE Most cloned

Client Onboarding Checklist Trigger

New client form → creates Notion hub, Slack channel, sends welcome kit, spawns 12-item onboarding checklist in Airtable/Trello.

Webhook (Intake Form)Notion Create PageSlack Channel CreateGmail WelcomeTrello/Airtable Checklist

Tally/Typeform → Webhook ~4h per client

Preview JSON JSON

Enrichment • CORE

Lead Enrichment (Apollo/Clearbit)

Enrich inbound leads with firmographics → update CRM → route high-fit leads to priority Slack channel.

WebhookHTTP Request (Apollo/Clearbit)IF foundAirtable UpdateSlack Notify

Webhook (new lead) ~2h per client

Preview JSON JSON

Scheduling • CORE

Calendly → CRM + Slack

Booked call → upsert CRM, block calendar, DM assignee on Slack, post to #bookings. No Zapier needed.

Calendly TriggerHubSpot/Airtable UpsertGoogle Calendar BlockSlack DM + Channel

Calendly Webhook ~1.5h/week

Preview JSON JSON

Support • CORE

Support Ticket Triage

Inbound support email → AI classify urgency/topic → create Notion ticket → route to correct Slack channel by priority.

Gmail TriggerOpenAI ClassifyNotion CreateSlack Route (priority)

Gmail / Front ~1h/day

Preview JSON JSON

Content • CORE

Content Repurposing Trigger

New Notion blog post → generates X thread + LinkedIn post + newsletter blurb → waits for Slack approval → posts.

Notion TriggerOpenAI (thread + email)Slack ApprovalGmail/Slack Post

Notion (new blog) ~3h/post

Preview JSON JSON

Reporting • CORE

Weekly Client Report

Pulls Airtable KPIs → calcs weekly deltas → AI writes client-friendly summary → emails client + BCC agency. White-label ready.

CronAirtable QueryFunction (calc KPIs)OpenAI Write SummaryGmail PDF-ready Email

Cron Mon 9am ~2h/client/week

Preview JSON JSON

AI / Sales • PRO Pro

AI Lead Scoring

Scores every inbound lead 0-100 with OpenAI (firmographics + intent) → auto-routes hot leads to closers, nurture rest.

Airtable TriggerOpenAI Score (0-100)IF >75HubSpot Update + Slack Hot-LeadElse Nurture

Airtable Trigger ~5h/week

Preview JSON JSON

Outreach Pro • PRO Pro

Multi-Channel Outreach Sequencer

Drip: Email → Wait → LinkedIn touch → Wait → Breakup email. All logged to CRM + Slack. Unsubscribe-aware.

Airtable TriggerGmail Step 1Wait 3dLinkedIn (HTTP) Step 2Wait 2dGmail Step 3 + Slack Log

Airtable (new prospect) ~6h/campaign

Preview JSON JSON

Revenue • PRO Pro

Churn Risk Alert

Detects usage drop / failed payment → calculates churn risk → alerts Slack + triggers save-offer email.

Stripe WatchAirtable Query (usage)Function (risk score)Slack Alert + Gmail Save Offer

Stripe + Airtable ~$2k+ saved/mo

Preview JSON JSON

Ops Pro • PRO Pro

Contractor Brief Generator

Click Notion 'Generate Brief' → pulls project context → AI drafts contractor brief → creates Notion doc + pings contractor on Slack.

Notion TriggerAirtable Pull ContextOpenAI Draft BriefNotion Create + Slack Notify

Notion Button ~1h/brief

Preview JSON JSON

Growth • PRO Pro

Referral Tracker + Reward

Referral form → validates → creates deal → if closed/won → auto-creates Stripe coupon + sends reward email + Slack shoutout.

WebhookAirtable UpsertIF qualifiedStripe Coupon / Gmail RewardSlack Shoutout

Webhook (referral form) ~2h/week

Preview JSON JSON

Sales Pro • PRO Pro

Auto-Proposal Builder

Discovery form → OpenAI drafts scoped proposal (tiers + timeline) → creates Google Doc → emails prospect + logs to CRM.

Typeform TriggerOpenAI Draft ProposalGoogle Docs CreateGmail Send + Airtable Log

Typeform (discovery call notes) ~3h/proposal

Preview JSON JSON

What you actually download

workflows/ lead-intake-to-crm-sync.json ai-drafted-email-followup.json invoice-reminder-chain.json proposal-reminder-sequence.json slack-status-digest.json notion-task-digest.json client-onboarding-checklist.json lead-enrichment-clearbit.json ... README.txt Setup-Guide.html docs/customize-cheatsheet.md

ZIP per tier: agency-automation-starter-core-12workflows.zip vs agency-automation-starter-pro-18workflows.zip. Delivery via Gumroad in production; this MVP simulates it.

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