Library
Prompts, workflows, playbooks, lessons and tools.
Everything a content membership includes, in one place. Every resource shows a preview; what your plan covers opens in full.
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Everything digital. One source.
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Library
Everything a content membership includes, in one place. Every resource shows a preview; what your plan covers opens in full.
Difficulty
12 resources
Automation recipe · Intermediate · 45 min
Build meeting booked to prep note as a Make automation: when a prospect books a call, research their company and post a prep note to the rep before the meeting.
Automation recipe · Beginner · 45 min
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.
Automation recipe · Beginner · 45 min
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.
Automation recipe · Beginner · 45 min
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.
Automation recipe · Beginner · 45 min
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.
Automation recipe · Beginner · 45 min
Build form to CRM with deduplication as a Zapier automation: create or update a CRM contact from a form without creating duplicates.
Automation recipe · Intermediate · 45 min
Build draft to publish-ready checklist run as a Make automation: when a draft is marked ready, run the pre-publish checks and post the results.
Automation recipe · Intermediate · 45 min
Build low-stock alert with reorder draft as a Make automation: when stock falls below the reorder point, draft the purchase order email to the supplier for approval.
Automation recipe · Beginner · 45 min
Build stalled deal nudge as a Make automation: every morning, list deals with no activity for fourteen days and draft a next action for each.
Automation recipe · Intermediate · 45 min
Build review mining to phrase bank as a Make automation: collect new reviews weekly and extract customer phrases into a shared sheet.
Automation recipe · Beginner · 45 min
Build new customer welcome and internal alert as a Make automation: when a customer signs up, send the welcome sequence and post a short internal note with what they bought.
Automation recipe · Intermediate · 45 min
Build voice memo to task as a Make automation: turn a voice memo saved to a folder into a titled task with the transcript as the description.
