Ready-Made Templates For Your Business
Automation playbooks, optimised workflow designs, and tech stack blueprints — copy, adapt, and implement.
Automation Playbooks
Step-by-step automation blueprints you can implement this week
Lead Generation Automation
EasyCapture leads from website forms → enrich with Clearbit → add to CRM → trigger email sequence → notify sales rep.
Invoice Processing Automation
MediumReceive invoice email → extract data with AI → create record in accounting software → send for approval → pay on approval.
Patient Appointment Reminder
EasyNew booking created → send WhatsApp/SMS 48hrs before → send email 24hrs before → update no-show tracking on status.
Student Fee Collection
MediumInvoice generated → parent notified via SMS/email → reminder escalation at 7 days, 14 days → flag for manual follow-up.
eCommerce Order Fulfilment
MediumOrder placed → inventory check → fulfilment triggered → tracking number fetched → customer notified → review requested.
New Employee Onboarding
HardOffer letter signed → create accounts (Google, Slack, etc.) → send welcome pack → assign buddy → schedule 1:1s.
Workflow Templates
Pre-designed processes for common business functions
Tech Stack Blueprints
Curated stacks for different business types and stages