User
Write something
$20k/month in document automation - here are all my templates
πŸ“‚ All my workflow templates are now in one place These are the exact automations I use to earn ~$20k/month from document processing clients. Finally organized everything into one repo: πŸ‘‰ https://github.com/khanhduyvt0101/workflows Templates for n8n, Make, and Zapier. All free. No signup. Just grab what you need. Will keep adding more as I build them.
My Neighbor Hired Her First Employee and Almost Missed the I-9 Deadline πŸ₯°
Neighbor runs a small bookkeeping practice. Just her for years. Finally hired an assistant. Never dealt with employment paperwork before. I-9, W-4, direct deposit forms, offer letter. Completely new territory. THE OVERWHELM Downloaded forms from government websites. Printed them. Had new employee fill them out. Collected them. Then what? Some forms have deadlines. I-9 must be completed within 3 days of start date. She didn't know that until I mentioned it casually 2 days in. Scrambled to verify the documents. Almost missed the deadline. Would have faced potential fines for something she didn't even know was required. THE ONBOARDING TRACKER I HELPED CREATE New employee documents get uploaded to folder. Workflow extracts all the information and checks completeness. I-9: Both sections filled? Documents listed? Signatures present? Deadline date calculated. W-4: Withholding selections captured for payroll setup. Direct deposit: Bank routing and account numbers extracted for payroll. Any missing fields flagged specifically. "Section 2 signature missing." "Bank account number incomplete." Deadline alerts for time-sensitive items. "I-9 verification due in 2 days." THE COMPLIANCE COMFORT Before: Paper pile, missed deadlines, didn't know what was required, potential fines. After: Checklists tracked, deadlines visible, missing items flagged before they become problems. She's hired two more people since. Says the system makes her feel like she actually knows what she's doing with HR stuff. The extraction struggles with poor handwriting. New employees who scribble sometimes need manual review. But catches most completeness issues automatically. My legal admin background helped here. Knew what compliance issues to watch for even if she didn't. This is the workflow i want to share for who want this What compliance deadlines are you not tracking that could bite you?
2
0
My Neighbor Hired Her First Employee and Almost Missed the I-9 Deadline πŸ₯°
Our PTA Meetings Were Chaos Until Someone Actually Tracked the Decisions πŸ’₯
PTA volunteer here. Monthly meetings. Lots of talking. Nobody remembers what we decided. Same conversation every month: "Didn't we already discuss this?" "Who was supposed to do that?" "What did we agree on?" THE VOLUNTEER NIGHTMARE Our secretary took notes. Handwritten. Sometimes typed later. Sometimes not. Action items buried in paragraphs. Due dates mentioned verbally but never tracked. Spring carnival planning: Four meetings discussing the same vendor because nobody remembered we'd already decided. Fall fundraiser: Treasurer never knew she was supposed to get quotes because nobody told her. Just assumed she heard it. We're all volunteers with jobs and kids. Nobody has time to chase this down. THE MEETING TRACKER I BUILT Recording goes to folder after meeting. Workflow processes automatically. Extracts who attended, what decisions were made with the reasoning, every action item with who owns it and when it's due. Follow-up items that need more discussion get flagged. Summary posts to our group chat within 20 minutes of meeting ending. Action items listed with names attached. Due dates clear. Everyone sees the same information. No "I didn't know" excuses. Added a weekly reminder that pings people whose items are coming due. Gentle nudge. Not nagging. THE DIFFERENCE NOW Before: Monthly amnesia, repeated discussions, dropped balls, frustrated volunteers. After: Decisions documented, action items tracked, people actually do their tasks because they can't pretend they didn't know. Our principal asked what changed. Meetings feel more productive now. The extraction isn't perfect on crosstalk sections. When everyone talks at once it struggles. But main decisions and clear action items catch reliably. Takes me 10 minutes to review and fix anything the automation missed. Better than 2 hours reconstructing from memory. This is the workflow i want to share
Our PTA Meetings Were Chaos Until Someone Actually Tracked the Decisions πŸ’₯
1-3 of 3
powered by
AI Automation First Client
skool.com/ai-first-client-formula-8589
From zero to first $1k/month with AI automation in 30 days. Get the exact formula + templates that landed 100+ their first client.
Build your own community
Bring people together around your passion and get paid.
Powered by