BUILD, TEST, SELL, MONITOR

AI Automation Playbooks

Production-minded recipes with human approval, privacy, failure handling, pricing logic and delivery controls—not one-click automation promises.

FULL COURSE

Start with the complete automation agency guide

Account setup, platform selection, a complete Make build, AI safety, tests, pricing, sales and client handoff.

Open complete guide
01

Lead qualification and CRM

Form → validation → AI classification → human approval → CRM → follow-up

Suggested stack: Make / n8n, HubSpot, GmailSafety rule: Never let the model reject a lead automatically. Route low-confidence classifications to a person.
  1. 1

    Define required form fields and consent

  2. 2

    Validate and normalize email, phone and company data

  3. 3

    Classify need, urgency and fit using a fixed rubric

  4. 4

    Require approval before changing deal stage

  5. 5

    Create the CRM record and assigned-owner task

  6. 6

    Send a logged, approved follow-up

PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
02

Support triage assistant

Inbox → remove sensitive data → classify → retrieve approved answer → agent approval → reply

Suggested stack: n8n, help desk, vector databaseSafety rule: Do not expose customer conversations to unapproved models. Escalate billing, legal and safety requests.
03

Research-led content pipeline

Brief → source collection → outline → draft → fact check → editor → schedule

Suggested stack: Notion, Perplexity/API, LLM, BufferSafety rule: AI output is a draft. Preserve sources, verify claims and never invent quotations.
04

Meeting intelligence workflow

Calendar → recording consent → transcript → decisions → tasks → project tool

Suggested stack: Meet/Zoom, transcription, ClickUp/AsanaSafety rule: Inform every participant before recording. Restrict access and define a deletion period.
05

Document and invoice intake

Email/upload → malware/type checks → OCR → field validation → duplicate check → accounting review

Suggested stack: n8n, OCR, Drive, accounting softwareSafety rule: Never post financial records without validation and human approval.
06

Weekly executive reporting

Data sources → quality checks → metrics → variance analysis → narrative → approval → distribution

Suggested stack: Sheets/warehouse, n8n, LLM, emailSafety rule: Prevent the model from changing numbers; generate narrative only from locked metrics.
07

Social listening and response queue

Mentions → deduplicate → sentiment/topic → risk rules → draft → community manager

Suggested stack: Make, social APIs, help deskSafety rule: Do not auto-publish replies about crises, health, finance, politics or personal complaints.
08

Customer onboarding orchestrator

Payment/contract → workspace → checklist → welcome → milestone reminders → health score

Suggested stack: Stripe/provider, CRM, project tool, emailSafety rule: Payment and contract events must be verified server-side; never trust a browser redirect alone.
DELIVERY STANDARD

Every client automation needs these seven artifacts

Process map
Data inventory
Access matrix
Test scenarios
Failure runbook
User guide
Monitoring report