Free Playbook
AI AUTOMATION
PLAYBOOK
5 steps to automate any business process with AI. No code required.
STEP 01
FIND THE BOTTLENECK
Every business has one process that eats 80% of the time. Customer support tickets, lead qualification, invoice processing, meeting scheduling. Find it. That's where AI goes first.
Action
List your team's top 5 time sinks. Pick the one with the most repetition.
STEP 02
BUILD THE TRIGGER
Every automation starts with a trigger: a new email, a form submission, a scheduled time, a Slack message. No trigger = no automation. Define what kicks off the workflow before you build anything.
Action
Write it as: 'When [X happens], the system should [do Y].'
STEP 03
ADD THE AI LAYER
The AI sits between the trigger and the action. It reads, summarizes, classifies, generates, or decides. Don't use AI to do everything — use it for the step that requires judgment.
Action
Choose one AI task: classify, summarize, generate, or extract.
STEP 04
DELIVER THE OUTPUT
The result needs to land somewhere useful: Slack, email, a database, a dashboard. If the output sits in a file nobody checks, the automation is dead.
Action
Pick the channel your team already checks 10x/day. That's where it goes.
STEP 05
SCHEDULE AND FORGET
Cron jobs, webhooks, or event listeners. The automation should run without you touching it. If you have to manually trigger it, it's a script — not an automation.
Action
Set up a daily/hourly schedule or a webhook trigger. Test it. Walk away.
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