Skip to content
Automate Basics
Automate Basics

// automate the work you actually do

Pick the task.
We'll show you the simplest way.

Clear, step-by-step guides for automating the work you actually do, using the simplest tool for your job and your setup. From a quick ChatGPT prompt to a full workflow. No coding needed.

New here? Start with Which AI chat is safe for work data?

The right tool for the job 34 tools, not 1
  • Triage my Outlook inbox M365 Copilot
  • One long video → 30 shorts OpusClip
  • Add new leads to a sheet Zapier
  • High-volume order sync n8n

Most automation guides assume you'll install software and write code. We don't.
We start with the task in front of you, then pick the simplest tool you're actually allowed to use.

by use case

Start from your task, not a tool's feature list.

right tool for you

Sometimes n8n. Just as often the ChatGPT or Shortcut you already have.

works at work

No-install paths for when IT won't let you install a thing.

// pick your job

What do you want to automate?

Every guide lives under the function it serves, and tells you which tool fits your setup. Start where your time is bleeding.

Foundations

Start here. How to pick the right tool for your job, and your setup, before you build anything.

  • · Which AI chat is safe for work data? (Copilot vs ChatGPT vs Claude)
  • · Zapier vs Make vs n8n vs just ChatGPT, which fits you
  • · Your first no-install automation, in the browser

Sales

Follow up faster and never let a deal go cold, with whatever you’re allowed to use.

  • · Triage your Outlook inbox + draft replies (Copilot, no install)
  • · Auto-draft follow-ups on a $0 stack (ChatGPT + HubSpot Free)
  • · Multi-step lead router for a team (Make)

Marketing

Reporting, monitoring, and repurposing, the boring marketing work, automated.

  • · Repurpose a blog post into 5 formats (Claude Projects)
  • · A weekly marketing report that writes itself (Gemini in Sheets)
  • · Brand-mention monitoring → Slack (Make / n8n)

Content & Social

Turn one idea into a week of content. No fancy stack required.

  • · Voice note → LinkedIn post (Apple Shortcuts + ChatGPT)
  • · One long video → a month of shorts (OpusClip)
  • · Schedule 30 days of content from one doc

Customer Support

Triage, categorize, and resolve, from a free chatbot to a production agent.

  • · A docs-trained chatbot for under 500 tickets/mo (Tidio)
  • · Resolve tickets priced per outcome (Intercom Fin)
  • · Self-hosted AI support agent at volume (n8n)

Operations & Admin

The glue work: email → tasks, files → filed, status reports written for you.

  • · File email attachments to SharePoint + ping Teams (Power Automate)
  • · Batch-rename a folder of PDFs by content (Apple Shortcuts)
  • · Turn emails into Notion tasks (n8n / Zapier)

Finance & Invoicing

Get paid faster and keep the books current, usually with a feature you already have.

  • · Clean a messy CSV + build a PivotTable in plain English (Excel Copilot)
  • · Automatic invoice reminders (Wave, built in)
  • · Photograph a receipt → categorized expense (QuickBooks OCR)

HR & Recruiting

Screen applicants and onboard new hires, responsibly.

  • · Explainable AI resume screening (dedicated ATS)
  • · New-hire onboarding automation (Power Automate / n8n)
  • · Summarize a policy pack with citations (NotebookLM)

E-commerce

Recover carts, update buyers, and watch inventory, mostly with built-in tools.

  • · Recover abandoned carts (Klaviyo, turn it on)
  • · New order → fulfillment + tagging + upsell (Shopify Flow)
  • · High-volume order sync in your own infra (n8n)

Personal Productivity

Your own AI assistant for the small stuff that eats your day.

  • · A daily AI briefing on your phone, no server (ChatGPT Tasks)
  • · Summarize your unread newsletters into one digest (Gemini)
  • · Voice memo → structured to-do list

// 34 tools, honestly compared

From a chat box to a self-hosted workflow

We teach the whole spectrum and tell you which one your job actually needs.

All tools →

// a different way to learn

You decide what gets built next.

Don't wait for a course to cover your exact problem. Post it to the public queue, free to ask and upvote. Want it sooner, deeper, or as a video? Choose your depth and speed. Need it just done? I'll build it for you, on whatever tool fits.

01
Free
Ask & Upvote

Built if it wins enough votes

02
$9
Queue Pass

Best-effort · ~2-3 weeks

03
$29
Priority + Enriched

Delivered in ≤ 7 days

04
$149
Make It a Video

Delivered in ≤ 14 days

05
$450+
Done For You

Scoped · typically 1-3 weeks

// start here

Fresh guides

// the automation of the week

One useful automation in your inbox, every week.

A real workflow you can copy, broken down step by step. No fluff, no "10x your life." Just the build. Unsubscribe anytime.

[ coming soon ]

The newsletter goes live with the first guides. Wire the Beehiiv form action in src/consts.ts.