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Automate Basics

// 34 tools, honestly compared

The tools we teach

There's no single "best" automation tool, only the right one for your task, your budget, and what you're allowed to install. Here's the whole spectrum, grouped by type. The ✓ no install tools are the ones an employee on a locked-down machine can use today.

AI assistants

Chat tools that do the work in the browser or inside your apps, nothing to install.

No-code platforms

Connect apps and build multi-step workflows by dragging boxes. From simplest to most powerful.

Desktop & OS

Built-in Mac/Windows and spreadsheet automation, often the only thing allowed on a work machine.

Apple Shortcuts

✓ no install

Free and pre-installed on every Mac/iPhone, the best option on a locked-down Mac; the “Use Model” action runs AI with no API key.

Beginner At workSolo

Power Automate Desktop

✓ no install

Pre-installed and free for attended desktop RPA on Windows 11, record clicks to automate legacy/no-API apps; sharing/scheduling need Premium.

Intermediate At workTeam / agency

Excel, Copilot, Office Scripts & VBA

✓ no install

Three layers in one app: Copilot for plain-English formulas, Office Scripts (TypeScript) that schedule via Power Automate, and VBA for max power.

Intermediate At workSoloTeam / agency

Google Sheets, Gemini & Apps Script

✓ no install

Gemini writes formulas from natural language; Apps Script is free JavaScript on every Google account that can email from a sheet and run on a timer.

Intermediate At workSoloTeam / agency

Windows built-ins (PowerToys, Task Scheduler)

✓ no install

Low-friction wins with little to install: Clipboard History (Win+V), Task Scheduler for timed scripts, PowerToys text expansion, often IT-approved.

Beginner At workSoloTeam / agency

Raycast

A Spotlight replacement that turns the keyboard into a command center, clipboard, snippets, window management, built-in AI from one hotkey.

Beginner SoloTeam / agency

Keyboard Maestro

The deepest Mac automation short of code, GUI scripting drives apps with no API; one-time license, needs install rights.

Advanced SoloTeam / agency

AutoHotkey

Free Windows scripting for text expansion, hotkeys, and form-filling, unbeatable on your own PC, often blocked on managed machines.

Advanced SoloTeam / agency

AI agents

Tools that take multi-step actions for you, supervised. The 2026 frontier; keep a human in the loop.

Purpose-built apps

When a tool already solves your exact job better than any DIY build. Don’t reinvent it, turn it on.

Intercom Fin

✓ no install

End-to-end AI support that resolves tickets across chat/email/WhatsApp per resolution, buy the outcome instead of building a bot.

Intermediate Team / agency

Tidio (Lyro) / Chatbase

✓ no install

The budget AI support chatbot for lower volume, train on your docs and deflect FAQs from your site without enterprise pricing.

Beginner SoloTeam / agency

OpusClip

✓ no install

Turn one long video into a month of captioned vertical shorts in minutes, the creator default; a DIY build here would be malpractice.

Beginner SoloTeam / agency

Klaviyo

✓ no install

The ecommerce revenue engine, pre-built abandoned-cart and post-purchase flows recover far more than native; don’t build it, turn it on.

Beginner SoloTeam / agency

Shopify Flow

✓ no install

Store-ops automation built into Shopify, tag orders, flag low stock, trigger fulfillment with no external tool.

Beginner SoloTeam / agency

HubSpot Free CRM

✓ no install

A free CRM backbone for sales automation, unlimited contacts, email tracking, deal stages, basic workflows at $0.

Beginner SoloTeam / agency

Wave / QuickBooks

✓ no install

Free invoicing with built-in payment reminders (Wave) or receipt/bank OCR that auto-categorizes expenses (QuickBooks), beats a homemade finance flow.

Beginner SoloTeam / agency

AI ATS (GoPerfect / JuggleHire)

✓ no install

Explainable AI resume screening that ranks candidates, the responsible, bias-aware choice over a raw LLM prompt, with AI-hiring laws now in force.

Beginner Team / agency

Fireflies / Clay / Apollo

✓ no install

Buy the function, not the build: Fireflies for meeting notes, Clay/Apollo for enriched outbound. They out-perform a DIY workflow for their one job.

Intermediate SoloTeam / agency

Not sure which one is right for you?

That's the whole job of every guide, one bolded recommendation, plus "switch if…" rules for your situation.

Browse the guides →