Pick a workflow, automate what slows you down

Browse curated automation workflows for lead generation, content, customer service, and operations. Discover and explore ready-to-use solutions.

Showing 41 workflows

Website Optimization Manager

AI agent that analyzes and optimizes website performance through continuous testing and improvement.

Relevance AI

Sales Development Representative

AI agent that automates prospect research, personalizes outreach, and qualifies leads for sales teams.

Relevance AI

Marketing Localization Manager

AI agent that adapts marketing content across global markets while maintaining brand consistency.

Relevance AI DeepL Airtable

Monthly Competitor Report

Generate comprehensive monthly competitive intelligence reports with LinkedIn data analysis.

Relay Perplexity LinkedIn

Social Media Video Promoter

Automatically promote new YouTube videos across LinkedIn, X, and BlueSky with AI-generated posts.

Relay YouTube OpenAI

NDA Reviewer

Automatically review and summarize NDAs added to Google Drive with AI analysis.

Relay Google Drive Google Gemini

LinkedIn Competitive Analysis

Monitor and analyze competitor LinkedIn activity on a recurring monthly schedule.

Relay LinkedIn Anthropic Claude

Reddit Comment Opportunity Finder

Monitor Reddit posts and automatically generate helpful comments for questions you can answer.

Relay Reddit OpenAI

Google Ads Analysis with Claude and Zapier

Connect Google Ads directly to Claude for performance analysis and reports using Zapier MCP.

Claude Pro Zapier MCP Google Ads

Facebook Ads Data to Google Sheet Daily

Automatically send Facebook Ads campaigns data to a Google Sheet on a daily schedule.

Make Facebook Ads Google Sheets

Facebook Ads Copy with PAS Framework

Create Facebook Ads copy with Notion and ChatGPT using the PAS copywriting framework.

Make Notion ChatGPT

Google Ads Copy with Notion and ChatGPT

Create Google Ads copy with Notion and ChatGPT for automated ad content generation.

Make Notion ChatGPT

Google Ads Copy with Google Sheets

Create Google Ads copy with Google Sheets and ChatGPT for streamlined ad creation.

Make Google Sheets ChatGPT

Product Survey Sentiment Analysis

Generate sentiment analysis from product satisfaction surveys using ChatGPT.

Make ChatGPT Survey Tools

LinkedIn Data Export and Enrichment

LinkedIn search results or employees export with data enrichment capabilities.

Make LinkedIn Data Enrichment

Google Ranking Tracker with Email Reports

Get Google ranking for a keyword with Browse AI and Google Sheets and email the sheet.

Make Browse AI Google Sheets

SEO Ranking with Improvement Suggestions

Get Google ranking for a keyword with Browse AI and improvement suggestions with ChatGPT.

Make Browse AI ChatGPT

WordPress Media Optimization

Optimize media files in WordPress with PicsArt for better performance and quality.

Make WordPress PicsArt

YouTube Shorts AI Descriptions

Upload YouTube Shorts with AI-generated descriptions and tags from Google Drive.

Make YouTube Google Drive

Brand Strategy with ChatGPT

Create a comprehensive brand strategy with ChatGPT and Google Docs.

Make ChatGPT Google Docs

Instagram Comment Management

Manage Instagram comments and media with automated responses and replies with Zaia.

Make Instagram Zaia

YouTube Video Research and Summary

Get YouTube videos using a keyword search, summarize with ChatGPT and send an email.

Make YouTube ChatGPT

Automated Email from Google Sheets

Send automated emails based on new rows in Google Sheets using ChatGPT for content generation.

Make Google Sheets ChatGPT

Shopify Product Descriptions AI

Generate high-converting descriptions for Shopify products using AI.

Make Shopify AI

Calendar Events from Webhooks

Create calendar events from custom webhooks using ChatGPT for intelligent scheduling.

Make Calendar ChatGPT

WordPress Blog Posts with AI

Generate blog posts in WordPress using content from Google Sheets and ChatGPT for text and images.

Make WordPress ChatGPT

WordPress Posts with Perplexity

Generate blog posts in WordPress using Perplexity and ChatGPT from Google Sheets rows.

Make Perplexity ChatGPT

SEO Informational Demand Study

SEO study the current informational demand for keyword research and content planning.

Make SEO Tools

Competitor Reviews to Ad Creatives

Scrape competitor reviews and generate ad creatives with Bright Data and OpenAI.

n8n Bright Data OpenAI

AI Customer Feedback Analysis

AI customer feedback sentiment analysis for understanding customer satisfaction.

n8n OpenAI

Reddit Business Opportunities AI

Analyze Reddit posts with AI to identify business opportunities and market insights.

n8n Reddit OpenAI

YouTube Metadata AI Creation

Automatically create YouTube metadata with AI for video optimization.

n8n YouTube OpenAI

YouTube Video Scheduling AI

Automated YouTube video scheduling and AI metadata generation workflow.

n8n YouTube OpenAI

Google Ads AI Analyst

Build a Google Ads AI analyst with Make and Claude for performance insights.

LinkedIn Prospect Finder AI

Find a prospect's LinkedIn profile with Airtable AI for sales prospecting.

HR Interview Prep Agent

Build an HR interview prep agent for candidate screening and preparation.

Real Estate Property Recommendation

AI conversational interface that provides personalized property recommendations based on user descriptions.

Voiceflow

Review Generation SEO Boosting

Automatically routes negative reviews privately while helping generate positive 5-star reviews for local businesses.

Voiceflow

Gift Card Generator for Shopify

AI chatbot that detects customer dissatisfaction and generates unique promo codes as goodwill gestures.

Voiceflow Shopify

AI Travel Agent

24/7 customer support agent that collects information, summarizes requests, and prepares data for live agents.

Voiceflow Make Google Sheets

AI Outbound Cold Caller

Voice agent that automates outreach, qualifies prospects, handles objections, and books meetings.

Voiceflow Twilio

What are Marketing Automation Workflows?

Marketing automation workflows are pre-built, repeatable processes that connect your tools and platforms to eliminate manual tasks. Think of them as digital assembly lines that move data and trigger actions automatically based on your business rules and customer interactions.

πŸ’‘ In simple terms: Workflows are like having a tireless assistant that works 24/7 to handle repetitive tasks - from lead scoring and email sequences to social media posting and customer follow-ups - so you can focus on strategy and creative work.

Why Workflows Matter for Marketing Teams

Before automation workflows, marketing teams spent countless hours on:

  • Manual data entry and spreadsheet management
  • Repetitive social media posting and content distribution
  • Lead qualification and follow-up scheduling

Workflows eliminate this drudgery by creating intelligent, automated systems that scale with your business and never forget a step.

How to Use Workflows: Practical Getting Started Guide

Option 1: Make.com (Best for Beginners)

  1. Create a free Make.com account (formerly Integromat)
  2. Browse the template marketplace for your use case
  3. Connect your apps (Google Sheets, Slack, email, etc.)
  4. Customize the workflow to match your business process
  5. Test and activate your automation

Option 2: n8n (Best for Developers)

  1. Set up n8n (self-hosted or cloud version)
  2. Design workflows using the visual editor
  3. Connect to APIs and databases
  4. Add custom JavaScript for complex logic
  5. Deploy and monitor your automations

Option 3: Zapier (Perfect for Business Teams)

Zapier is the most user-friendly option for non-technical teams:

  1. Sign up for Zapier (free for 100 tasks/month)
  2. Choose from thousands of pre-built "Zaps"
  3. Connect your apps with simple authentication
  4. Customize triggers and actions
  5. Turn on your automation and watch it work

Pro tip: Start with one simple workflow that saves you 30 minutes per day. Once you see the results, you'll naturally want to automate more processes. The key is to begin small and scale up.

πŸ“Š Detailed Example: Lead Qualification Workflow

Here's a real-world implementation showing exactly how to automate lead qualification:

The Setup (30 minutes):
  1. Create a Google Form for lead capture
  2. Set up a Google Sheet to store form responses
  3. Create a Zapier workflow: "When new form submission β†’ Add to CRM"
  4. Add conditional logic: "If budget > $10k β†’ Send to sales team"
  5. Set up automated follow-up emails based on lead score
The Results:
  • β€’ Every lead automatically enters your system
  • β€’ High-value prospects get immediate attention
  • β€’ Follow-up emails are sent at optimal times
  • β€’ No leads fall through the cracks

Real Business Use Cases

πŸ“Š Lead Generation & Qualification

Instead of: Manually checking LinkedIn profiles and sending individual messages

Automate: "When new LinkedIn connection β†’ Research company β†’ Send personalized outreach"

πŸ“ˆ Content Distribution

Instead of: Manually posting to multiple social platforms

Automate: "When new blog post β†’ Create social posts β†’ Schedule across platforms"

🎯 Customer Follow-up

Instead of: Remembering to follow up with prospects

Automate: "When deal stage changes β†’ Send personalized follow-up β†’ Schedule next touch"

Workflow Platforms: Tools & Capabilities

Popular Workflow Platforms:

  • Make.com - Visual workflow builder with 1000+ integrations
  • n8n - Open-source automation with advanced customization
  • Zapier - User-friendly automation for business teams
  • Relay - AI-powered workflow automation

Common Integrations:

Marketing & Sales
  • β€’ Google Ads & Facebook Ads
  • β€’ HubSpot & Salesforce
  • β€’ LinkedIn & social media
  • β€’ Email marketing platforms
  • β€’ CRM systems
Content & Communication
  • β€’ WordPress & CMS platforms
  • β€’ Slack & Microsoft Teams
  • β€’ Google Drive & Dropbox
  • β€’ YouTube & video platforms
  • β€’ Survey & feedback tools

πŸš€ Start with These High-Impact Workflows

These workflows deliver immediate value and are perfect for beginners. Each one can save 2-5 hours per week and improve your marketing results.

Recommended first workflows: Lead capture automation, social media scheduling, customer feedback collection, and email sequence management.

Start with Facebook Ads Automation β†’

When to Use Workflows vs. Other Solutions

βœ… Use workflows when you need:
  • β€’ Repetitive tasks that follow predictable patterns
  • β€’ Data synchronization between multiple tools
  • β€’ Automated responses based on triggers
  • β€’ Scalable processes that don't require human judgment
⚠️ Consider alternatives for:
  • β€’ Creative tasks requiring human judgment
  • β€’ One-time data migrations or complex transformations
  • β€’ Processes that change frequently
  • β€’ Highly sensitive operations requiring manual oversight

πŸ’‘ Pro Tips for Workflow Success

Start with one workflow that solves a real pain point. Document your process before automating it. Test thoroughly before going live. Monitor performance and iterate based on results.

The best workflows are those that save time while improving quality and consistency. Focus on high-impact, low-complexity automations first.

Frequently Asked Questions

What exactly is a marketing automation workflow?

A marketing automation workflow is a series of connected actions that happen automatically based on triggers. For example, when someone fills out a contact form, the workflow might add them to your CRM, send a welcome email, and schedule a follow-up task. It's like setting up dominoes - once the first one falls (the trigger), everything else happens automatically.

Do I need technical skills to create workflows?

Not for basic workflows! Platforms like Zapier and Make.com use visual drag-and-drop interfaces that anyone can learn. You just connect your apps and set up simple "if this, then that" rules. For more complex automations, some technical knowledge helps, but most marketing workflows can be built without coding.

Which workflow platform should I choose?

Start with Zapier if you're new to automation - it's the most user-friendly. Choose Make.com if you need more complex logic and visual workflow design. Go with n8n if you're technical and want open-source flexibility. All platforms offer free tiers to test before committing.

How much do workflow automations cost?

Most platforms offer free tiers: Zapier (100 tasks/month), Make.com (1,000 operations/month), n8n (self-hosted is free). Paid plans start around $20-50/month for higher usage. The ROI usually pays for itself quickly - if a workflow saves you 2 hours per week, that's worth $100+ in time savings.

What are the most valuable workflows for marketing teams?

Lead capture and qualification, social media scheduling, email sequence management, customer feedback collection, and ad performance reporting. These workflows typically save 5-15 hours per week and improve conversion rates by ensuring consistent follow-up and timely responses.

How do I know if my workflow is working correctly?

All platforms provide execution logs and error notifications. Set up test scenarios first, monitor the first few runs closely, and check your connected apps to verify data is flowing correctly. Most platforms also offer webhook testing and step-by-step debugging tools.

Can workflows replace my marketing team?

No, workflows complement your team by handling repetitive tasks so they can focus on strategy, creativity, and high-value activities. Think of workflows as your team's assistant - they handle the routine work while your team handles the thinking, planning, and relationship building that requires human insight.

What should I automate first?

Start with the task that annoys you most or takes up the most time. Common first automations: lead capture from forms, social media posting, email follow-ups, and data entry between systems. Choose something simple that you do daily or weekly, so you'll immediately see the time savings.