Running a business means juggling dozens of repetitive tasks every single day. From sending follow-up emails to generating reports, these tasks eat up time that could be spent on work that actually moves the needle.
The good news? Most of these tasks can be automated. Here are five workflows any business can set up today.
1. New Client Welcome Sequence
When a new client signs up or makes their first purchase, there is a window of time where their excitement is highest. A good welcome sequence capitalises on this.
What to automate:
- Send a personalised welcome email immediately on signup
- Follow up with a getting started guide 24 hours later
- Trigger a check-in message at the seven-day mark
With My Tech Passport, you can connect your sign-up form to your email platform and have this running in minutes.
2. Invoice Generation
Chasing invoices is one of the most time-consuming parts of running any service business. Automating invoice creation removes the manual step entirely.
Set up a workflow that:
- Generates an invoice automatically when a project is marked complete
- Sends it directly to the client via email
- Creates a follow-up reminder if payment is not received within seven days
3. Weekly Performance Reports
Instead of manually pulling numbers from multiple tools every Monday morning, build a workflow that aggregates your key metrics and emails you a formatted summary.
Connect your analytics, CRM and billing tools so the report arrives in your inbox automatically.
4. Lead Capture to CRM
Every lead that fills out a form on your website should land in your CRM immediately. Any delay increases the chance of losing that lead.
Automate the path from form submission to CRM entry, so your sales team always has the latest information without manual data entry.
5. Social Proof Collection
After a project is complete, automate a review request email. Send a personalised message, include a direct link to your review platform, and let the workflow handle the timing.
Ready to build these workflows? Sign up free on My Tech Passport and start with 1 free workflow today.