Workflow Library.
20 automations for SMEs: what they do, which tools are involved and what matters when building them.
20 Workflows
All workflows
- Form
- n8n
- Pipedrive
Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
- Pipedrive
- n8n
- AI
- Pipedrive
Enrich new contacts automatically
Industry, website and size are added before sales picks up the phone.
- Pipedrive
- n8n
- Template
Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
- Schedule
- Pipedrive
- AI
- Sales
Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
- Calendly
- n8n
- Pipedrive
Booked appointments straight into the CRM
An online booking lands in Pipedrive as an activity, with preparation notes.
- Pipedrive
- n8n
- Accounting
Invoice as soon as the order is won
Deal won, invoice created, accounting informed.
- Inbox
- n8n
- Storage
- Accounting
File receipts automatically from your inbox
Incoming invoices reach accounting without any searching.
- Schedule
- Accounting
- n8n
Friendly payment reminder, automatically
Open invoices are chased before it gets awkward.
- AI
- Team chat
Reply to Google reviews with an AI draft
Every review gets a fitting reply promptly.
- Pipedrive
- n8n
- Pipedrive
Ask for a review after the project
More Google reviews, without anyone having to remember.
- Spreadsheet
- AI
- Approval
- Channel
Plan social media posts with approval
Capture posts centrally, approve them and publish automatically.
- Form
- Newsletter tool
- n8n
Newsletter sign-up straight into the CRM
Double opt-in, assignment and welcome email in a single workflow.
- Inbox
- AI
- Spreadsheet
Capture job applications from your inbox automatically
Every application is logged, acknowledged and assigned to the right team.
- Offer accepted
- n8n
- Team
Onboarding new employees
Access, tasks and welcome email start with the acceptance.
- Form
- n8n
- Management
- Calendar
Leave request with approval at a click
Request, approval and calendar entry without paper slips.
- Inbox
- AI
- Rules
- Team
Sort service enquiries automatically
Every email reaches the right team, urgent ones first.
- Inbox
- Knowledge base
- AI
- Human
AI reply drafts for customer enquiries
The reply is already written; you just review it.
- Schedule
- Sources
- n8n
- AI
Weekly report with AI summary
On Mondays at 7:00, the week’s figures are waiting in your inbox.
- QR code
- n8n
- Spreadsheet
- Report
Analyse QR codes and links with minimal data collection
See which flyer works, without handing data to link services.
- Phone
- n8n
- Storage
Reports from your phone straight to PDF
Fill in a handover or service report on site, filed when you’re done.
The times given on the workflow pages are typical guides. What is possible for you, we clarify in the initial call.
Guides to automation
What can be automated in your business? The self-test
Ten questions, two minutes: find out how much automation potential lies in your workflows.
ReadGuide · 6 minWhat does automation cost?
What the costs consist of, what keeps adding up and when it pays off. With calculator.
ReadGuide · 7 minn8n or Zapier: which suits SMEs?
Two tools, two philosophies. An honest comparison with a recommendation by use case.
Read