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492 resources

Guide · Beginner · 10 min
Where assistants belong in a business process
A way to decide which steps of a process an assistant should draft, which it should decide, and which it should never touch.
- Assistants are good at drafting and sorting and poor at deciding and promising. This guide gives a rule for placing them in a process so the speed is real and the risk is contained.
- Three kinds of steps
- The review that makes it safe
Any assistant
Playbook · Beginner · 2h
Sales research assistant rollout: playbook
Give a sales team an assistant workflow for prospect research and first emails, with the guardrails that keep it honest.
- Every first email built on a sourced observation, with research time halved.
- Step 1: Write the research prompt
- Step 2: Set the source rule
Steps 5Deliverables 3Any assistant
Cheat sheet · Beginner · 5 min
SaaS metrics cheat sheet
The definitions of the metrics every SaaS reports, so two people compute the same number. 4 sections, 16 entries.
- Revenue
- Retention
- Acquisition
Entries 16
Checklist · Beginner · 10 min
SaaS launch checklist
The items that must be true before the first paying customer is invited.
- A launch checklist is the difference between a first customer and a first refund. These items are the minimum.
- ☐ Sign-in, reset and verification tested from a real inbox
- ☐ Billing tested with a real card in test mode and one real charge
Items 10
Guide · Beginner · 12 min
Pricing a small SaaS
A method for setting a first price and a plan structure without guessing.
- Pricing is a decision you can revise, but a first price set by guessing anchors everything after it. This guide gives a method: value from the customer's alternative, a simple structure, and a rule for when to change.
- Start from the alternative
- Two plans, one difference
Guide · Beginner · 15 min
Choosing a SaaS stack you can maintain alone
How to choose the framework, database and hosting for a small SaaS on the basis of maintenance, not novelty.
- The stack that ships a SaaS is the one you can debug at midnight. This guide sets out the questions that matter for a small team choosing a framework, a database and hosting, and the answers that hold up two years in.
- Framework: the one you already know
- Database: Postgres unless you can say why not
Checklist · Beginner · 10 min
Process handover checklist
What must exist before a process can be handed to someone new or to an automation.
- A process that lives in one head is not a process. This is the minimum written form.
- ☐ Purpose in one sentence
- ☐ Trigger and frequency
Items 10Any assistant
Code recipe · Beginner · 15 min
Generate documents from a CSV and a template
Fill a text template for every row of a CSV and write one file per row.
- Letters or statements that differ only in a few fields should be generated, not edited; a template with placeholders and a CSV is enough.
Language JavaScriptAny assistant
AI tool guide · Beginner · 20 min
Airtable Automations for business process automation
Automate around records in Airtable: triggers on record changes, scheduled runs and scripts.
- Airtable automations fire on record events or schedules and run actions including scripts, which makes it a good home for process trackers where the data and the automation live in one place.
- Workflow: Status-driven notifications
- Workflow: Scheduled review list
Any assistant
Automation recipe · Beginner · 45 min
Contract renewal reminders: automation recipe
Build contract renewal reminders as a Make automation: remind owners ninety, sixty and thirty days before a contract renews, with the notice period and cost.
- Trigger: Schedule: daily 08:00.
- 1. Google Sheets
- 2. Code
Platform MakeActions 4Any assistantMake
Workflow · Beginner · 1h
Document generation from records workflow
Generate contracts, letters and statements from records so the wording is consistent and the numbers are never retyped.
- When: Any document produced more than ten times a month.
- 1. Mark the variables in the example
- 2. Map each variable to a field
Steps 4Tools A template, A document generator, The source recordsAny assistant
Checklist · Beginner · 10 min
Scheduled job safety checklist
What a nightly job needs before it is allowed to run unattended.
- A job that misfires at night can destroy data by morning. These items prevent that.
- ☐ Dry run by default; --write to act
- ☐ Idempotent: running twice is safe
Items 10Claude CodeAny assistant
Code recipe · Beginner · 15 min
Release check script with evidence table
Run the release checks and print a table of results with the last line of each command as evidence.
- A release checklist in a wiki is rarely run in full; a script that runs each check and prints evidence is.
Language JavaScriptClaude CodeAny assistant
AI tool guide · Beginner · 20 min
GitHub Actions for developer automation
Automate checks, deploys and scheduled jobs next to the code.
- GitHub Actions runs workflows on repository events and schedules, with a marketplace of actions and hosted runners; it is the default place for CI, release automation and nightly jobs when the code lives on GitHub.
- Workflow: CI on every push
- Workflow: Nightly job
Claude CodeAny assistant
Automation recipe · Beginner · 45 min
Stale branch cleanup: automation recipe
Build stale branch cleanup as a GitHub Actions automation: list merged or abandoned branches weekly and delete those over ninety days old after a warning.
- Trigger: Schedule: Monday 03:00 UTC.
- 1. Script
- 2. Filter
Platform GitHub ActionsActions 4Claude CodeAny assistant
Checklist · Beginner · 10 min
No-code scenario review checklist
A review list for scenarios built by someone else, or by you last quarter.
- Scenarios rot. This list finds the rot before it finds a customer.
- ☐ Every module is named by what it does
- ☐ The trigger's polling interval is deliberate
Items 10MakeZapier
Code recipe · Beginner · 15 min
Code step: normalise a record before an upsert
A small code step that cleans names, emails and dates so downstream modules can rely on the shape.
- Records arriving from forms and imports carry stray spaces, mixed case and inconsistent dates; normalise once in a code step.
Language JavaScriptMakeZapier
AI tool guide · Beginner · 20 min
Make for no-code automation
Use Make's visual scenarios for branching automations with routers, iterators and error handlers.
- Make builds automations as visual scenarios of modules with routers for branching, iterators for lists and explicit error handling per module; it suits processes with real logic and is priced on operations, so loops need care.
- Workflow: Branching with a router
- Workflow: Processing a list
MakeZapier
Automation recipe · Beginner · 45 min
Slack digest of form responses: automation recipe
Build slack digest of form responses as a Zapier automation: collect form responses through the day and post one digest at 17:00 instead of a message per response.
- Trigger: Schedule: weekdays 17:00.
- 1. Google Sheets
- 2. Formatter
Platform ZapierActions 4MakeZapier
Automation recipe · Beginner · 45 min
Onboarding sequence from a signup: automation recipe
Build onboarding sequence from a signup as a Make automation: when someone signs up, create their records, send the welcome and schedule the check-in, without duplicates.
- Trigger: Webhook on new signup.
- 1. Webhook
- 2. CRM
Platform MakeActions 4MakeZapier
Workflow · Beginner · 1h
Build a scenario in small tested steps workflow
Build a multi-step scenario one module at a time, testing each with real data before adding the next.
- When: Any scenario with more than three modules.
- 1. Trigger only
- 2. Add one module, run, inspect
Steps 4Tools Make or similarMakeZapier
Workflow · Beginner · 30 min
Choose the platform for a process workflow
Pick between Zapier, Make and n8n for a given process on the basis of branching, volume and who maintains it.
- When: A new process needs automating and no platform is mandated.
- 1. Score complexity
- 2. Estimate cost at volume
Steps 4Tools A comparison sheetMakeZapier
Tool · Beginner · 3 min
Cron expression explainer
Read a cron schedule in plain English before you deploy it.
- Explains a five-field cron expression and lists the next runs in UTC.
ZapierMake
Checklist · Beginner · 10 min
Automation go-live checklist
What to verify before an automation runs unattended.
- Automations that work in a test run fail on the first unexpected input. This list is the unexpected input.
- ☐ Tested with a missing field
- ☐ Tested with a duplicate trigger
Items 10ZapierMake

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