Automation Templates

Browse free and beginner-friendly automation templates for lead follow-up, client onboarding, email automation, Google Sheets, AI workflows, and CRM automation.

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All Templates

8 templates found
Lead Follow-Up Beginner

Lead Follow-Up Email Workflow

Automatically send a personalized sequence of emails when a new lead is captured from your website forms.

Tools Needed

Zapier Gmail Typeform
Client Onboarding Intermediate

Client Onboarding Checklist Automation

Generate a customized Notion workspace and send an onboarding checklist when a new client signs a contract.

Tools Needed

Make Notion DocuSign
Google Sheets Beginner

Google Sheets Lead Tracker

Log new leads from Facebook Ads directly into a structured Google Sheet and notify your sales team in Slack.

Tools Needed

n8n Google Sheets Slack
AI Workflows Intermediate

AI Email Summary Workflow

Use OpenAI to read long daily updates from clients, summarize the key action items, and push them to your task manager.

Tools Needed

Zapier OpenAI Gmail
CRM Automation Beginner

Appointment Reminder Workflow

Send automated SMS and email reminders 24 hours before a scheduled meeting in Calendly to reduce no-shows.

Tools Needed

Make Calendly Twilio
Marketing Automation Beginner

Customer Feedback Collection Workflow

Automatically email a satisfaction survey 7 days after a purchase and log positive reviews in an Airtable base.

Tools Needed

Zapier Airtable Stripe
Email Automation Intermediate

New Client Welcome Email Automation

Send a beautifully formatted welcome email with resource links immediately after a client is marked "Won" in HubSpot.

Tools Needed

n8n HubSpot Mailchimp
Marketing Automation Advanced

Weekly Report Automation Template

Gather marketing metrics from multiple platforms into a single Google Doc and email the PDF every Monday morning.

Tools Needed

Make Google Analytics Google Docs