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Automation recipe · Beginner · 45 min
Scheduled report distribution: automation recipe
Build scheduled report distribution as a Make automation: generate a PDF report from a sheet every week and send it to a list with a summary.
- Trigger: Schedule: Monday 07:00.
- 1. Google Sheets
- 2. Document generator
Platform MakeActions 4ZapierMake
Automation recipe · Beginner · 45 min
Form to CRM with deduplication: automation recipe
Build form to CRM with deduplication as a Zapier automation: create or update a CRM contact from a form without creating duplicates.
- Trigger: New form submission.
- 1. Forms
- 2. CRM
Platform ZapierActions 4ZapierMake
Workflow · Beginner · 40 min
Monthly automation review workflow
Review every running automation monthly for failures, cost and whether it is still needed.
- When: First Friday of the month.
- 1. List runs and errors
- 2. Read the top errors
Steps 4Tools Your automation platform, A sheet of automationsZapierMake
Workflow · Beginner · 1h
Map a process before automating it workflow
Document a manual process as steps, inputs, decisions and exceptions so the automation is a transcription of something that already works.
- When: Before building any automation with more than two steps.
- 1. Walk three examples end to end
- 2. Extract the shape
Steps 5Tools A document, The people who do the processZapierMake
Tool · Beginner · 3 min
JSON formatter
Validate and pretty-print a JSON payload before you use it.
- Pretty-prints, minifies or sorts keys in any JSON payload and reports the first syntax error with its position.
ChatGPTClaude
Tool · Beginner · 3 min
SQL formatter
Make a long query readable before it goes into review.
- Upper-cases keywords and breaks a query into one clause per line so reviewers can read it.
ChatGPTClaude
Checklist · Beginner · 10 min
Before sharing an assistant-produced analysis checklist
The checks between a generated number and a decision.
- A confident wrong number travels fast. Run this before sending.
- ☐ The definition of each metric is written down
- ☐ The query was run by you and the code is saved
Items 10ChatGPTClaude
AI tool guide · Beginner · 20 min
ChatGPT data analysis for AI data analysis
Use the data analysis feature to explore a file with code you can read, not answers you must trust.
- Uploading a CSV to ChatGPT's data analysis mode lets it write and run Python to profile, chart and summarise the data; the code it runs is visible, which is what makes the output checkable.
- Workflow: First look at a file
- Workflow: A chart with the code
ChatGPTClaude
Workflow · Beginner · 20 min
Weekly metrics narrative workflow
Write the narrative for a weekly metrics email from computed numbers, never from raw ones.
- When: Monday morning.
- 1. Compute in the sheet
- 2. Narrate from the table
Steps 4Tools Spreadsheet, Any assistantChatGPTClaude
Checklist · Beginner · 10 min
Assistant-written SEO content before publishing checklist
The checks that keep generated pages from being thin, wrong or duplicated.
- Generated pages are easy to make and easy to make badly. This list is the difference.
- ☐ The page answers the searcher's questions in order
- ☐ It contains something the top results do not
Items 10ChatGPTClaude
AI tool guide · Beginner · 20 min
Google Search Console for AI SEO
Use Search Console as the source of truth for what actually ranks and gets clicks.
- Search Console shows the queries your pages appear for, impressions, clicks and positions, plus indexing and page-experience issues; every SEO decision should start from its data rather than from a third-party estimate.
- Workflow: Find near-misses
- Workflow: Indexing check
ChatGPTClaude
Checklist · Beginner · 10 min
Publishing assistant-assisted content checklist
The gate between a generated draft and a published piece.
- Assistants write plausible content. Publishing plausible content damages a publication faster than publishing nothing.
- ☐ Every factual claim traces to a source you opened
- ☐ Quotes are verbatim and attributed
Items 10ChatGPTClaude
Code recipe · Beginner · 15 min
Reading level and length report for a draft
Compute a plain reading-level estimate and length stats for any draft before publishing.
- Editors want a quick, consistent read on sentence length and reading level without pasting into a web tool.
Language JavaScriptChatGPTClaude
AI tool guide · Beginner · 20 min
Descript for AI content creation
Edit audio and video by editing the transcript, and use its AI features for the tedious parts.
- Descript transcribes a recording and lets you cut, rearrange and clean the media by editing the text; its AI features remove filler words, level audio and generate short clips, which turns hours of editing into minutes for talking-head content.
- Workflow: Podcast episode
- Workflow: Clips for social
ChatGPTClaude
Workflow · Beginner · 1h
Editorial calendar with an assistant workflow
Plan a quarter of content from themes, capacity and what worked, with every slot tied to a goal.
- When: Start of each quarter.
- 1. Read the evidence
- 2. Fill the calendar within capacity
Steps 4Tools Any assistant, Analytics, CalendarChatGPTClaude
Workflow · Beginner · 40 min
Repurposing pipeline workflow
Turn each long piece into short pieces for other channels on a fixed schedule, one idea per piece.
- When: Every time a long piece is published.
- 1. Extract ideas
- 2. One idea per piece
Steps 4Tools Any assistant, SchedulerChatGPTClaude
Checklist · Beginner · 10 min
Assistant in the support queue checklist
What must be in place before an assistant drafts customer replies.
- Support is where a wrong sentence costs money and trust. Set these before the first draft.
- ☐ Policies exist as exact sentences the assistant can be given
- ☐ Personal data is redacted before any model call
Items 9ChatGPTClaude
Automation recipe · Beginner · 45 min
CSAT low-score follow-up: automation recipe
Build cSAT low-score follow-up as a Zapier automation: when a survey comes back low, summarise the thread and create a follow-up task for the lead the same hour.
- Trigger: New survey response with a score of 2 or below.
- 1. Survey tool
- 2. Help desk
Platform ZapierActions 4ChatGPTClaude
Workflow · Beginner · 45 min
Triage, draft, approve workflow
Run support with an assistant sorting and drafting while a person approves every reply, so speed goes up and mistakes do not.
- When: Start of every support shift and whenever the queue exceeds twenty.
- 1. Sort the queue
- 2. Draft the answer-now set
Steps 5Tools Any assistant, Help desk, Policies documentChatGPTClaude
Checklist · Beginner · 10 min
Generated product listing before publishing checklist
The checks that keep a generated listing accurate.
- Generated listings read well and lie casually. Facts first.
- ☐ Every specification traces to the spec sheet
- ☐ Dimensions, materials and compatibility are exact
Items 9ChatGPTClaude
Code recipe · Beginner · 15 min
Reorder point calculator
Compute reorder points and quantities for a SKU list from demand and lead time.
- Reorder points guessed by feel cause stockouts and dead stock; a formula from daily demand, lead time and safety stock is simple and defensible.
Language JavaScriptChatGPTClaude
AI tool guide · Beginner · 20 min
Shopify Magic for AI ecommerce
Use Shopify's built-in AI for descriptions, emails and support replies inside the admin.
- Shopify Magic generates product descriptions from a few keywords, drafts store emails and suggests replies in Inbox, all from within the admin, so it suits stores that want speed without another tool.
- Workflow: Description draft
- Workflow: Inbox replies
ChatGPTClaude
Automation recipe · Beginner · 45 min
Order confirmation enrichment: automation recipe
Build order confirmation enrichment as a Zapier automation: add a short, accurate 'what happens next' to order confirmations based on the items bought.
- Trigger: New paid order from the store.
- 1. Store
- 2. Lookup table
Platform ZapierActions 4ChatGPTClaude
Workflow · Beginner · 10 min
Support reply drafting for order issues workflow
Draft replies for common order issues within policy so agents approve rather than compose.
- When: Each support shift.
- 1. Attach the facts
- 2. Attach the policy
Steps 4Tools Any assistant, Policies, Order lookupChatGPTClaude

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