Agencies automation recipes
MakeIntermediate
Contact form spam filter
Use AI to flag spam contact form submissions before they hit your inbox or CRM.
ZapierBeginnerInvoice reminders for overdue clients
Remind clients politely when an invoice passes its due date.
MakeIntermediateNew client onboarding kickoff
When a deal is won, create the project, shared folder and kickoff email draft automatically.
ZapierBeginnerProposal follow-up nudge
Remind yourself to follow up 3 days after sending a proposal if the deal hasn't moved.
ZapierBeginnerTime tracking reminder for team
Remind team members in Slack on Friday to complete timesheets.
ZapierIntermediateWebsite lead to CRM with AI reply draft
Capture website form leads into your CRM and have AI draft a personalized first reply for you to review.
n8nAdvancedWeekly client report email
Pull weekly metrics from Google Sheets/Analytics, have AI write a plain-English summary, and draft the client email.
The weekly card
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Plain steps, the tools you need, and an honest time estimate. Free starter pack of 10 recipes when it launches.
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