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3 Automations Every Small Business Should Set Up First
When you’re running a small business, time is your most valuable resource. The good news? A few simple automations can save you HOURS every week and keep your business running smoothly while you sleep. Here are the top 3 automations every small business should start with: 1. Lead Capture → CRM / Email List Stop copying and pasting leads from forms into spreadsheets. - Example: New lead fills in a website form → info automatically goes into Airtable/HubSpot → welcome email sent instantly. - Impact: You never miss a lead, and they feel valued from second one. 2. Appointment Scheduling + Reminders Chasing people to confirm meetings is a huge time drain. - Example: Client books a call via Calendly → appointment auto-syncs to Google Calendar → reminder SMS/email goes out 24 hours before. - Impact: Reduces no-shows and keeps your calendar under control. 3. Invoices + Payment Follow-Ups Cash flow is king. Automate the boring stuff. - Example: Finish a project → invoice auto-generated in Xero/QuickBooks → payment link sent → if unpaid, polite reminder emails go out at 7/14 days. - Impact: You get paid faster, with less awkward chasing. 👉 These are low-effort, high-impact automations that create immediate wins for any small business. Question for you: Which of these do you already have set up? Or which one would help you most right now? Or would you like some help
3 Automations Every Small Business Should Set Up First
0 likes • Oct 1
I know how to do 1, need help learning 2 & 3
💡 Need a Hand? We’re Here for You!
Hey everyone 👋 Building and experimenting with AI automation can sometimes feel overwhelming — whether it’s setting up a workflow, choosing the right tool, or troubleshooting something that just won’t click. I just want to remind you: you don’t have to figure it out alone. If you ever get stuck, need advice, or simply want a second pair of eyes on your idea… reach out to us anytime. This community is built on collaboration and support. No question is too small, and often the “simple” questions lead to the biggest breakthroughs. 🚀 👉 Drop your questions in the community, or message us directly if you prefer.👉 If you’ve solved a tricky challenge before, jump in and help others too, your experience could save someone else hours! We’re all here to learn, grow, and build amazing things together. 💪
1 like • Oct 1
This is good to know. Thank you!
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Joy Daniel
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4points to level up
@joy-daniel-9700
Automation Specialist

Active 65d ago
Joined Oct 1, 2025