Setup Guides

Step-by-step tutorials to implement popular automation workflows. Choose your skill level and follow detailed instructions to build powerful automation systems.

Detailed screenshots
Video walkthroughs
Expert tips included
Beginner
30 minutes
The Essential Trio
Zapier + Gmail + Google Sheets
Perfect starting point for automation newcomers. Set up basic lead management and email automation.

Tools Used:

ZapierGmailGoogle Sheets

Use Cases:

  • Lead management
  • Email automation
  • Data collection
  • Basic reporting
5-8 hours/week
Time Saved
80% faster lead processing
Efficiency
95% reduction in data entry errors
Accuracy
Start Guide
Intermediate
2-3 hours
Customer Service Hub
Intercom + Slack + Airtable + OpenAI
Build a comprehensive customer support system with AI-powered responses and team collaboration.

Tools Used:

IntercomSlackAirtableOpenAI

Use Cases:

  • Customer support
  • Team collaboration
  • AI responses
  • Ticket management
15-20 hours/week
Time Saved
60% faster response times
Efficiency
90% customer satisfaction improvement
Accuracy
Start Guide
Advanced
1-2 days
Complete Business Automation
HubSpot + Zapier + DocuSign + Custom AI
Full-scale business automation covering sales, marketing, and operations with custom AI integration.

Tools Used:

HubSpotZapierDocuSignCustom AIMultiple APIs

Use Cases:

  • Sales automation
  • Marketing campaigns
  • Document workflows
  • Custom AI integration
40+ hours/week
Time Saved
300% increase in lead conversion
Efficiency
95% reduction in manual errors
Accuracy
Start Guide

Additional Resources

Enhance your automation journey with these helpful resources and tools.

Video Library
Watch detailed video tutorials for each automation setup
Access
Template Downloads
Pre-built templates and configurations to speed up setup
Access
Tool Comparisons
Detailed comparisons to help you choose the right tools
Access
Expert Support
Get help from our automation experts when you're stuck
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Need Help with Implementation?

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