Automations

Automate the boring parts.

Every automation lists difficulty, time saved, tools required and estimated ROI up front.

Beginner3 hrs / week

Meta Ads → Sheets → Slack digest

Daily creative performance report with anomaly detection, delivered to Slack at 8am.

Meta Ads APIGoogle SheetsSlack
  1. 01Pull yesterday's ad-level performance from the Meta Ads API on a cron.
  2. 02Append rows to a Google Sheet with a 30-day rolling window.
  3. 03Flag any ad where CPA drifted > 25% from its 7-day median.
  4. 04Post a formatted digest to #paid-social with top movers and anomalies.
Est. ROI~$1.4k / mo
Intermediate8 hrs / launch

AI-generated ad variants from a brief

Turn one creative brief into 20 ad variants with copy, hooks and image prompts.

ClaudeFigma APIAirtable
  1. 01Structured brief goes into an Airtable form.
  2. 02Claude expands the brief into 20 concepts (hook, primary, headline, CTA, image prompt).
  3. 03Image prompts render through the Figma API into on-brand templates.
  4. 04Assets sync to a Meta Ads library, ready for launch.
Est. ROI~$4.2k / launch
Intermediate6 hrs / week

Lead enrichment + routing

Enrich inbound leads with firmographic data, score them and route to the right AE.

Clearbitn8nHubSpot
  1. 01Webhook fires on new HubSpot lead.
  2. 02Enrich company via Clearbit, person via email lookup.
  3. 03Score against ICP rules (industry, size, tech stack, title).
  4. 04Route to the correct AE in Slack and update HubSpot owner.
Est. ROI+18% SQL rate
Advanced12 hrs / week

Autonomous budget rebalancer

Reallocates Meta and Google spend across ad sets based on rolling CAC and margin.

Meta APIGoogle Ads APIPythonOpenAI
  1. 01Snapshot ad set performance every 30 minutes.
  2. 02Compute rolling 7-day CAC weighted by margin.
  3. 03Propose budget deltas capped at ±20% / day.
  4. 04Post to Slack for one-click approval, then execute via API.
Est. ROI-23% CAC
Beginner2 hrs / week

Weekly experiment recap generator

Pulls test results from GA4 and generates a stakeholder-ready recap doc.

GA4ClaudeNotion
  1. 01Query GA4 for every experiment in the last 7 days.
  2. 02Ask Claude to draft a recap with winners, losers, and one bet for next week.
  3. 03Publish to a Notion page templated for stakeholders.
Est. ROI~$900 / mo
Advanced10 hrs / test

Landing page A/B generator

Spin up 5 landing page variants from a single brief, deploy and track lift.

VercelClaudePostHog
  1. 01Brief goes into a structured template.
  2. 02Claude produces 5 hero + subhead + CTA variants.
  3. 03Deploy each variant behind a PostHog feature flag on Vercel.
  4. 04Auto-promote the winner after statistical significance is reached.
Est. ROI+31% conv. lift
Intermediate5 hrs / week

Churn early-warning digest

Combines product usage + support signals to flag at-risk accounts weekly.

PostHogZendeskOpenAISlack
  1. 01Pull weekly usage delta + ticket sentiment per account.
  2. 02Score risk with a small model tuned on prior churn.
  3. 03Post top 10 at-risk to CS, with a suggested outreach message.
Est. ROI+12pts retention
Beginner3 hrs / week

Review harvesting → creative

Turns 5-star reviews into ad copy candidates and product page snippets.

TrustpilotClaudeAirtable
  1. 01Poll new 5-star reviews daily.
  2. 02Extract the concrete phrase or outcome from each review.
  3. 03Draft 3 ad copy candidates and a product-page microcopy line.
  4. 04File into Airtable, tagged by product and objection.
Est. ROI~$1.1k / mo
Intermediate4 hrs / week

Meta creative fatigue watcher

Auto-pauses ads that cross a frequency + CPA threshold and pings the buyer.

Meta APIn8nSlack
  1. 01Every 4 hours, check frequency and 3-day CPA per ad.
  2. 02If both cross thresholds, pause the ad.
  3. 03Notify the buyer in Slack with a one-click restart link.
Est. ROI-14% wasted spend
Advanced10 hrs / week

SEO content agent

Monitors keyword rankings and drafts refresh briefs for pages losing position.

Ahrefs APIClaudeGoogle Docs
  1. 01Track rank changes weekly for target keywords.
  2. 02For any page dropping > 3 positions, pull SERP + our current content.
  3. 03Draft a refresh brief with the gap analysis and 5 concrete edits.
Est. ROI+28% organic clicks
Beginner2 hrs / week

Customer interview scheduler

Books research calls with power users automatically after a trigger event.

SegmentCalendlyLoops
  1. 01Trigger on a power-user event (e.g. 3rd export in a week).
  2. 02Send a personal-looking Loops email with a Calendly link.
  3. 03Sync the booking to Notion with pre-call context.
Est. ROI~$800 / mo
Intermediaten/a

Post-checkout upsell

Personalizes a one-time offer on the confirmation page using purchase history.

ShopifyKlaviyoOpenAI
  1. 01On checkout complete, look up prior purchases and category affinity.
  2. 02Pick one complementary product from a curated pool.
  3. 03Render a 15-minute countdown upsell on the confirmation page.
Est. ROI+9% AOV
Beginner3 hrs / week

Slack → CRM note capture

Turns Slack DMs about customers into structured HubSpot notes automatically.

SlackClaudeHubSpot
  1. 01React to a Slack message with 🗂️.
  2. 02Detect the referenced company and pull the HubSpot record.
  3. 03Summarize the message into a structured note with tags.
Est. ROI~$1.0k / mo
Advanced16 hrs / RFP

AI-assisted RFP first pass

Drafts the first version of RFP responses from your knowledge base.

NotionOpenAIRetrieval
  1. 01Ingest the RFP PDF.
  2. 02For each question, retrieve the best-matching answer from the knowledge base.
  3. 03Draft an answer with citations and a confidence score.
  4. 04Route low-confidence answers to a human queue.
Est. ROI~$6k / RFP
Intermediate5 hrs / week

New-signup enrichment

Enriches every signup and personalizes the first email accordingly.

ClearbitLoopsn8n
  1. 01On signup, enrich company + role.
  2. 02Assign to a persona bucket.
  3. 03Trigger the persona-specific welcome flow in Loops.
Est. ROI+14% activation
Beginner3 hrs / week

Support-signal summarizer

Weekly digest of the top themes across support tickets, with example quotes.

ZendeskClaudeNotion
  1. 01Pull last week's tickets.
  2. 02Cluster into themes with an embedding model.
  3. 03For each theme, pick 3 representative quotes.
  4. 04Publish a Notion page with themes ranked by volume + severity.
Est. ROI~$1.2k / mo
Advanced8 hrs / week

Cold outbound personalizer

Personalizes the opener of every outbound email with a real observation.

ApolloFirecrawlClaude
  1. 01For each prospect, scrape 2 recent public artifacts (LinkedIn post, blog, changelog).
  2. 02Extract a specific observation.
  3. 03Draft a 1-sentence opener that references it, then hand off to the sequence.
Est. ROI+2.1x reply rate
Intermediate6 hrs / piece

Content repurposing engine

Turns a long-form article into 8 downstream assets across channels.

ClaudeNotionBuffer
  1. 01Ingest the article.
  2. 02Generate a Twitter thread, LinkedIn post, 3 short-form scripts, newsletter blurb, and 2 quote cards.
  3. 03Route each asset to the right channel queue.
Est. ROI~$2.4k / piece
Advancedn/a

Server-side event forwarder

Sends conversions to Meta, Google and TikTok via server-side events with dedupe.

Cloudflare WorkersMeta CAPIGoogle Enhanced Conversions
  1. 01Fire a first-party event on purchase.
  2. 02A Worker enriches with hashed identifiers.
  3. 03Forward to each platform with matching event IDs for dedupe.
Est. ROI+34% recovered attribution
Beginner3 hrs / week / rep

Meeting → follow-up

Auto-drafts the follow-up email from a sales call transcript.

FathomClaudeGmail
  1. 01Transcript arrives from Fathom.
  2. 02Extract next steps, decision criteria, and open objections.
  3. 03Draft a personalized follow-up in the rep's voice, held in Gmail drafts.
Est. ROI+7pts win rate
Intermediate4 hrs / week

Brand mention responder

Detects unhandled brand mentions and drafts a response for the community team.

Brand24OpenAISlack
  1. 01Poll mentions across social + forums.
  2. 02Filter out already-handled threads.
  3. 03Draft a suggested reply that matches brand voice.
Est. ROI+12% share of voice
Advancedn/a

Referral abuse detector

Flags referral chains that look like self-referral or fraud.

SegmentBigQueryPython
  1. 01Nightly job scans referral graphs.
  2. 02Score chains on device, IP, timing, and behavior similarity.
  3. 03Auto-hold rewards over a threshold for manual review.
Est. ROI-$8k/mo fraud loss
Intermediate6 hrs / week

Podcast pitch machine

Finds relevant shows, drafts personalized pitches and tracks replies.

PodchaserClaudeHubSpot
  1. 01Search for shows matching an ICP profile.
  2. 02Pull the last 5 episodes per show.
  3. 03Draft a pitch referencing one specific episode + topic angle.
  4. 04Track deliverability and replies in HubSpot.
Est. ROI~$3.5k / booked show
Intermediate4 hrs / month

Weekly board deck refresh

Regenerates the metrics section of the board deck from source-of-truth data.

BigQueryGoogle Slides APIClaude
  1. 01Query the metrics warehouse on the 1st of each month.
  2. 02Generate charts and commentary via Claude.
  3. 03Overwrite the metrics slides in the board deck template.
Est. ROI~$1.8k / mo