AI automation guides
What you will find here
100 step-by-step guides for automating finance, sales, marketing, support, operations, HR, legal and industry workflows with AI. Each one covers the architecture, the stack, what breaks in production, and what it costs to build.
Finance & Accounting
How to automate accounts payable approvals2–3 weeks · $4,000–$10,000 · free templateHow to automate accounts receivable collections2–3 weeks · $4,000–$10,000 · free templateHow to automate bank reconciliation2–4 weeks · $6,000–$12,000How to automate expense report review with AI2–4 weeks · $5,000–$12,000 · free templateHow to automate invoice processing with AI2–4 weeks · $5,000–$12,000 · free templateHow to automate month-end close reporting4–8 weeks · $15,000–$35,000How to automate purchase order matching with AI3–4 weeks · $7,000–$12,000How to automate QuickBooks data entry1–3 weeks · $2,500–$9,000 · free templateHow to automate receipt capture and categorization1–3 weeks · $2,500–$8,000 · free templateHow to automate vendor onboarding2–3 weeks · $3,500–$9,000How to build an AI-assisted cash flow forecast4–7 weeks · $10,000–$28,000How to generate financial report summaries with AI1–3 weeks · $3,000–$9,000
Sales
How to automate CRM data entry from sales calls2–4 weeks · $6,000–$12,000How to automate lead enrichment1–3 weeks · $4,000–$10,000 · free templateHow to automate proposal generation with AI3–6 weeks · $12,000–$28,000How to automate quote generation2–4 weeks · $5,000–$12,000How to automate RFP responses with AI4–8 weeks · $18,000–$45,000How to automate sales follow-up sequences1–3 weeks · $4,000–$11,000 · free templateHow to automate sales pipeline reporting2–3 weeks · $4,000–$10,000 · free templateHow to build AI sales call coaching4–8 weeks · $12,000–$35,000How to build an AI lead qualification agent3–6 weeks · $15,000–$35,000 · free templateHow to personalize sales emails with AI at scale2–3 weeks · $5,000–$12,000 · free templateHow to push AI meeting notes into your CRM1–3 weeks · $3,500–$9,000 · free templateHow to route inbound leads with AI1–2 weeks · $3,000–$9,000 · free template
Marketing
How to analyze customer feedback with AI2–4 weeks · $6,000–$12,000 · free templateHow to automate ad performance reporting with AI2–4 weeks · $5,000–$12,000 · free templateHow to automate competitor monitoring1–3 weeks · $4,000–$10,000How to automate event registration workflows2–3 weeks · $5,000–$12,000How to automate newsletter generation with AI1–3 weeks · $4,000–$9,000 · free templateHow to automate responses to online reviews1–3 weeks · $3,500–$9,000 · free templateHow to automate social media scheduling with AI2–3 weeks · $4,000–$10,000 · free templateHow to automate webinar follow-up1–2 weeks · $3,500–$9,000 · free templateHow to build an AI content repurposing pipeline2–4 weeks · $6,000–$12,000 · free templateHow to generate SEO content briefs with AI1–3 weeks · $4,000–$9,000
Customer Support
How to automate customer onboarding emails1–3 weeks · $3,500–$10,000 · free templateHow to automate refund and return requests2–4 weeks · $5,000–$12,000 · free templateHow to build AI churn risk alerts2–4 weeks · $6,000–$12,000 · free templateHow to build an AI customer support agent4–8 weeks · $20,000–$55,000How to build an AI FAQ chatbot from your docs2–4 weeks · $6,000–$18,000How to build an AI voice agent for phone support4–8 weeks · $15,000–$45,000How to draft support replies with AI2–3 weeks · $5,000–$12,000 · free templateHow to set up AI after-hours answering3–5 weeks · $12,000–$30,000How to triage a shared inbox with AI1–2 weeks · $3,000–$8,500 · free templateHow to triage and route support tickets with AI1–3 weeks · $4,000–$10,000 · free template
Operations
How to automate internal approval workflows1–3 weeks · $3,000–$10,000 · free templateHow to automate inventory reorder alerts2–3 weeks · $4,000–$10,000 · free templateHow to automate meeting summaries and action items1–3 weeks · $2,500–$8,000 · free templateHow to automate order processing3–4 weeks · $5,000–$12,000 · free templateHow to automate project status updates2–3 weeks · $4,000–$10,000How to automate scheduling and dispatch4–8 weeks · $15,000–$35,000How to automate shipment tracking updates2–3 weeks · $3,500–$9,000How to automate weekly operations reporting2–4 weeks · $4,000–$12,000 · free templateHow to build an AI assistant for your SOPs3–6 weeks · $12,000–$35,000How to extract data from documents with AI2–4 weeks · $4,000–$12,000 · free templateHow to send form submissions to a database automatically1–2 weeks · $2,500–$6,000 · free templateHow to turn emails into tasks with AI1–3 weeks · $3,000–$9,000 · free template
HR & Recruiting
How to automate employee offboarding2–4 weeks · $6,000–$12,000 · free templateHow to automate employee onboarding4–7 weeks · $15,000–$30,000 · free templateHow to automate interview scheduling2–3 weeks · $4,000–$10,000 · free templateHow to automate timesheet and PTO approvals2–3 weeks · $4,000–$9,000 · free templateHow to build an AI HR policy assistant3–6 weeks · $12,000–$30,000How to draft performance reviews with AI3–6 weeks · $10,000–$25,000How to generate job descriptions with AI1–2 weeks · $2,500–$7,000How to screen resumes with AI responsibly4–8 weeks · $15,000–$35,000 · free template
Legal & Compliance
How to automate client intake for law firms3–4 weeks · $6,000–$12,000 · free templateHow to automate contract intake and routing2–4 weeks · $5,000–$11,000 · free templateHow to automate NDA generation2–3 weeks · $4,000–$10,000 · free templateHow to monitor compliance documents with AI4–7 weeks · $15,000–$30,000How to review contracts with AI4–8 weeks · $18,000–$45,000How to summarize legal research with AI4–7 weeks · $15,000–$35,000
IT & Data
How to automate IT helpdesk requests2–4 weeks · $6,000–$12,000 · free templateHow to automate user provisioning and deprovisioning4–8 weeks · $15,000–$35,000How to build a RAG knowledge assistant4–8 weeks · $15,000–$40,000How to build natural-language SQL reporting3–6 weeks · $12,000–$35,000How to clean up messy spreadsheets with AI1–3 weeks · $3,000–$10,000How to connect an LLM to your internal data safely3–8 weeks · $12,000–$40,000How to summarize logs and alerts with AI2–4 weeks · $5,000–$12,000 · free templateHow to sync data between business apps automatically1–3 weeks · $4,000–$12,000 · free template
Industry Playbooks
How to analyze manufacturing quality reports with AI4–8 weeks · $15,000–$40,000How to automate bill of lading processing2–4 weeks · $6,000–$12,000How to automate client document collection for accounting firms4–8 weeks · $15,000–$35,000How to automate client reporting for marketing agencies4–8 weeks · $15,000–$35,000 · free templateHow to automate construction daily reports2–4 weeks · $4,000–$12,000How to automate freight quotes with AI4–8 weeks · $18,000–$45,000How to automate insurance claims intake with AI5–8 weeks · $20,000–$55,000How to automate insurance policy renewals5–10 weeks · $15,000–$40,000How to automate patient intake with AI4–8 weeks · $15,000–$40,000How to automate prior authorization paperwork5–8 weeks · $20,000–$55,000How to automate property listing descriptions1–2 weeks · $2,500–$8,000How to automate real estate lead follow-up with AI2–4 weeks · $5,000–$12,000 · free templateHow to automate reservations and guest messaging3–6 weeks · $15,000–$40,000How to automate Shopify order exceptions2–4 weeks · $5,000–$12,000 · free templateHow to automate tenant maintenance requests2–4 weeks · $5,000–$12,000 · free templateHow to build an AI booking agent for home services4–8 weeks · $15,000–$45,000How to build an AI course content assistant for educators3–6 weeks · $12,000–$35,000How to build an AI grant writing assistant for nonprofits3–6 weeks · $12,000–$30,000How to draft time entries with AI for professional services firms4–8 weeks · $12,000–$35,000How to generate ecommerce product descriptions with AI1–3 weeks · $3,000–$10,000How to reduce no-shows with AI appointment reminders2–4 weeks · $4,000–$12,000 · free templateHow to review construction bids and estimates with AI4–8 weeks · $15,000–$45,000