These 7 Automations Run My Business (And Make $250K+/Year)

🔧 Automation Template Collection

🎥 Includes Video Walkthroughs
Each automation template comes with a detailed video guide showing you exactly how to implement, configure, and launch it — step-by-step.

System 1: Automated Referral Handoff for Overflow Leads

About This Automation Template This streamlined automation handles inbound service requests by qualifying leads through a detailed form, then automatically forwarding them to a vetted referral partner while preserving a premium, personalized brand experience. Built on Make.com and Typeform, this system enables service providers to monetize overflow leads without additional fulfillment overhead.

Who Is This For?

• Consultants & Agencies
• Content Creators & Influencers
• Small Business Owners

What Problem Does It Solve?

• ✅ Monetizes Overflow Leads
• ✅ Preserves High-Touch Experience
• ✅ Reduces Manual Workload
• ✅ Referral Management Made Easy
• ✅ Protects Brand & Time

How It Works

1. Lead Intake via Typeform
2. Smart Delay for Human-Like Reply
3. Custom Email Forwarding & Handoff
4. Referral Email to Partner
5. Optional Calendar Link

Setup Instructions

• Accounts: Make.com, Typeform, Email Client
• Form Setup: Detailed intake form
• Make.com Scenario: Delay + Data Parse + Email
• Partner Workflow: Ensure timely follow-up

Requirements

• Typeform & Make.com
• Gmail/SMTP
• Referral Partner

System 2: Automated Payroll for Hourly Contractors

About This Automation Template A robust payroll automation system designed for contractor-heavy teams. This workflow uses Harvest for time tracking and integrates with Pandadoc, Airtable, and Wise to generate invoices, convert currencies, and prepare payments — all on autopilot.

Who Is This For?

• Agencies with Remote Teams
• Freelance Collectives
• Outsourcing Firms

What Problem Does It Solve?

• ✅ Eliminates Manual Payroll Calculation
• ✅ Supports Multiple Currencies
• ✅ Auto-Invoice Generation
• ✅ Contractor Self-Sign Off
• ✅ One-Click Payment Approval

How It Works

1. Pull Time Entries from Harvest
2. Calculate Total Hours + Pay
3. Generate Invoices via Pandadoc
4. Convert Currency using ECB Exchange Rate
5. Queue Payments in Wise

Setup Instructions

• Accounts: Make.com, Harvest, Pandadoc, Airtable, Wise
• Airtable: Store rates, currency info
• Automation: Scheduled twice per month
• Trigger: Pandadoc document signed

Requirements

• Contractor Time Tracking
• Currency Conversion Setup
• Wise Account Access

System 3: Fully Automated Client Project Setup for Content Agencies

About This Automation Template A comprehensive client onboarding system for content agencies that automatically builds folder structures, documents, tracking records, and time budgets using ClickUp, Google Drive, Harvest, and more.

Who Is This For?

• Content Writing Agencies
• Design Studios
• Marketing Agencies

What Problem Does It Solve?

• ✅ Eliminates Manual Project Setup
• ✅ Centralizes Client Data
• ✅ Integrates Folder, Doc & Time Tracking
• ✅ Maintains Consistent SOPs
• ✅ Replaces Need for Project Managers

How It Works

1. Create New Task in ClickUp with Client Template
2. Trigger Scenario via Status Change
3. Auto-Generate Google Drive Folder + Docs
4. Add Client to Harvest & Dashboard
5. Assign Writers & Set Budget

Setup Instructions

• ClickUp Template Setup
• Make.com Automation with Webhook Trigger
• Google Drive Folder Structure
• Harvest API Setup for Tracking

Requirements

• ClickUp, Google Workspace, Harvest, Airtable
• SOPs & Templates for Automation

System 4: Autonomous Waitlist Manager for School Communities

About This Automation Template This workflow automatically manages capped community memberships by scraping live member counts and inviting new people from a Stripe-integrated waitlist when space becomes available.

Who Is This For?

• Community Builders on School
• Coaches and Educators
• Membership Site Operators

What Problem Does It Solve?

• ✅ Automates Waitlist Management
• ✅ Smart Billing & Invoicing
• ✅ Handles Failed Payments
• ✅ Increases Conversion Rate
• ✅ Maintains Fixed Capacity

How It Works

1. Scrape Member Count from School.com
2. Check Against Capacity Limit
3. Retrieve Waitlist Entry from Google Sheet
4. Charge Customer via Stripe
5. Invite to School Group
6. Follow Up on Failed Payments

Setup Instructions

• Accounts: Make.com, Stripe, Google Sheets
• Custom Webhook for Waitlist Sign-Up
• Retry Logic for Failed Payments

Requirements

• Stripe Integration
• HTML Scraping Logic
• School.com Access

System 5: AI-Powered Proposal Generator

About This Automation Template Create polished, AI-written proposals from discovery call inputs using Typeform and OpenAI. Automatically generate timelines, deliverables, and branded Pandadoc files ready to send.

Who Is This For?

• Freelancers & Consultants
• Agencies
• Sales Teams

What Problem Does It Solve?

• ✅ Automates Proposal Creation
• ✅ Saves Time After Sales Calls
• ✅ Generates Contracts + Case Studies
• ✅ Creates AI-Written Summaries
• ✅ Sends Follow-Up Emails Automatically

How It Works

1. Fill Typeform During Discovery Call
2. Parse Input into AI Prompt
3. Generate Proposal with GPT-4
4. Create Pandadoc Document
5. Send Follow-Up Email

Setup Instructions

• Typeform: Discovery Form
• Make.com: Prompt > AI Output > Pandadoc
• Customize Prompt Templates

Requirements

• OpenAI, Pandadoc, Typeform, Email Client
• Branding Elements for Proposals

System 6: Streamlined Hiring Pipeline with Trials

About This Automation Template A hiring system that moves candidates from application to trial tasks with automated evaluations and feedback loops using ClickUp, Typeform, and Gmail.

Who Is This For?

• Remote Teams
• Growing Startups
• Digital Agencies

What Problem Does It Solve?

• ✅ Filters Applicants Automatically
• ✅ Automates Trial Assignments
• ✅ Tracks Time + Output Quality
• ✅ Eliminates Low-Effort Candidates
• ✅ Saves on HR Costs

How It Works

1. Applicants Fill General Application Form
2. Create Candidate Record in ClickUp
3. Status Change Triggers Trial Email
4. Trial Form Captures Submission + Time
5. Review, Onboard or Reject

Setup Instructions

• Typeform: Applicant Form + Trial Form
• Make.com Scenario: Webhook + Email
• ClickUp: Role Pipeline + Status Automations

Requirements

• Google Workspace, ClickUp, Typeform
• SOP for Trial Tasks

System 7: YouTube Comment Scraper & Content Idea Generator

About This Automation Template This AI-driven system scrapes your YouTube comments, extracts content ideas using GPT-4, and organizes them into a Google Sheet with titles, hooks, and outlines ready to use.

Who Is This For?

• YouTubers & Podcasters
• Content Teams
• Scriptwriters

What Problem Does It Solve?

• ✅ Eliminates Idea Droughts
• ✅ Turns Comments into Video Topics
• ✅ Generates Hooks & Outlines
• ✅ Centralizes Content Calendar
• ✅ Reduces Creative Burnout

How It Works

1. Scrape Comments with Apify
2. Filter for Real Comments
3. Feed Into GPT-4 for Idea Extraction
4. Generate Hook + Outline
5. Log to Google Sheet

Setup Instructions

• Apify Setup: YouTube Comment Scraper
• Make.com Flow: Filter + AI + Google Sheets
• OpenAI Prompt Templates

Requirements

• OpenAI, Apify, Make.com
• Google Sheets Access

Use these automation templates to build a lean, efficient, AI-powered business operating system that works while you sleep. Scale your team, production, and profit — all without scaling your workload.