Ready-made automations
The processes a consultant sets up for every client and would rather not build from scratch the tenth time. Each one with a video, a file to import, and what does not work in it.
All automations
27 automations
LEAD ALERTLead comes in → logged → alert. No hands.
A form on the client site sends a lead; it is logged and an alert reaches Telegram in seconds. The first automation every consultant sets up.
EMAIL → TASKLabelled email → task in the log → reminder
Tag an email with one label and it becomes a task with a due date and an alert. One screen for everything that is waiting.
INVOICE CHASERInvoice past due → an automatic, polite reminder
Once a day it finds open invoices past their date and sends a reminder. The client no longer has to remember to chase.
AUTO WELCOMENew client → welcome email → onboarding checklist → alert
A client signs and hears nothing until someone is free. On signing, they get an email saying what comes next, a checklist opens and the team is alerted.
WEEKLY REPORTWeekly report → Telegram, every Sunday at eight
The numbers the client asks about every week — leads, open tasks, invoices — reach them on their own, in one message, before they ask.
QUOTE FOLLOW-UPQuote unanswered for 3 days → one follow-up, automatic
Every quote sent and unanswered within three days gets one short follow-up email, and the consultant gets an alert. Nothing to remember, nobody to chase.
REVIEW ASKProject closed → 7 days → a Google review request
A week after a project is marked "done", the client gets a personal email with a direct link to write a review. Once, at the right moment.
DUPLICATE CHECKReturning lead → recognised → "second contact", not "new lead"
A returning lead is greeted as new. Before logging, the phone is checked against the log; if it is there, the alert says "came back", not "new lead".
MORNING DIGESTEvery morning: what is due today → one message
At seven in the morning one Telegram message arrives with every task due today, by client. One screen to open the day, instead of five.
STATUS EMAILEvery Thursday: project status → an email to the client, without writing it
Clients ask "what's happening" because nobody wrote. One status word in a sheet becomes a tidy weekly email to the client every Thursday, with no writing.
MISSING INFOForm arrives incomplete → an email asking for exactly what is missing
A lead without a phone, an order without an address. Instead of someone chasing, one email lists the missing fields; the lead is logged as "incomplete".
OVERDUE ALERTA task overdue by 3 days → an alert to the consultant, not the client
Overdue tasks do not disappear, they sink. Once a day, every open task 3 days late surfaces in one Telegram message to its owner, before the client asks.
MONTHLY REPORTOn the 1st: the month's summary → an email to the client, without opening a sheet
Clients want the same three numbers every month: leads in, deals closed, invoices open. On the 1st at eight they arrive in one email, from the sheet.
UNSUBSCRIBE BOT"Remove me" email → marked → confirmation, within a minute
A "remove me" email waits until someone is free. The sender is marked in the list and gets a confirmation within a minute, as spam law and GDPR require.
PAID ✓ LOOPPayment received → invoice marked "paid" → a thank-you to the client
A paid invoice keeps getting reminders. The payment webhook marks the invoice "paid" with the date in the sheet, and the client gets a short confirmation.
NO-SHOW SHIELDA meeting tomorrow → a reminder 24 hours ahead, with a "can't make it" link
A no-show is a slot nobody could refill. Every morning, each of tomorrow's meetings gets a reminder email with the time and a "can't make it" link.
SOURCE REPORTEvery Sunday: leads by source → one message with the change from last week
Which source brings the leads? Every Sunday one Telegram message lists this week's leads per source (website, Facebook, referral) beside last week's.
COLD LEAD RADARA lead untouched for 7 days → an alert to the salesperson, not the client
Every morning, each open lead not updated for a week surfaces in one list: name, source, owner, days quiet. The lead gets nothing — the owner does.
FREE LEAD ALERTTally form → lead log → Telegram alert. The free version of the lead alert
No website form, no CRM, no paid tool. A free Tally form posts to Make; the lead lands in Google Sheets and Telegram pings sales in seconds.
BOOKING LOGBooking form → meetings sheet → confirmation email. Feeds the no-show reminder
A booking arrives and nobody confirms it. A Tally form writes the meeting to the sheet, emails the client a confirmation and pings you on Telegram.
ONE QUESTIONFeedback score → the same thank-you and review link for everyone; a low score also alerts you
Unhappy clients stay silent until the review. A one-question Tally form (0–10) sends everyone the same review link; a 6 or lower also pings Telegram.
BOOKING LOGBooked on Cal.com → logged in the meetings sheet → you know in seconds
Every Cal.com booking becomes a row in your meetings sheet, in your time zone, and a Telegram alert. The no-show reminder takes it from there.
SECOND NOTICEInvoice 30 days late → a firmer second notice, and a nudge to call
Once a day it finds invoices 30 days past due that already had a reminder, sends a firmer second notice, and tells you it is time to call.
LAST FOLLOW-UPQuote still unanswered on day 10 → one last "should I close this?" email
A quote still silent 10 days after it went out, follow-up included, gets one last short email offering to close it. The row is closed; you get an alert.
ERROR ALERTA Make scenario fails → a row in the error log and a Telegram alert in seconds
Every failing scenario posts to one webhook: the failure is logged in an errors sheet and sent to you on Telegram with the error and the scenario link.
KICKOFF EMAILQuote marked "won" → kickoff email → onboarding task → alert
Mark a quote "won" in the sheet: the client gets an email saying what happens next, a kickoff task opens in the onboarding list, and you get an alert.
RENEWAL NOTICEContract ends in 30 days → renewal email to the client → alert to you
Every morning Make checks the contracts sheet. A contract ending within 30 days gets one renewal email to the client, the row is stamped, you get an alert.