Freelancer workflows
Each product is a workflow you can recreate in Zapier, not just a description of an idea. Browse by the job you are trying to do.
5 workflows
Freelancer Lead Machine
Capture, qualify and follow up with new freelance leads without rebuilding the workflow every time.
Contact Form → Google Sheets
A free starter automation for capturing website inquiries.
Lead Scoring & Router
Score every inbound lead automatically and route hot ones straight to your phone.
Paid Ads Lead → Instant SMS
Answer paid-ad leads in under sixty seconds, while they are still holding their phone.
Microsoft 365 Enquiry Desk
Capture, acknowledge, log and assign every new enquiry entirely inside Microsoft 365.
2 workflows
2 workflows
7 workflows
Invoice Reminder
Reduce the mental load of chasing overdue invoices.
Expense & Receipt Logger
File every receipt email into Drive and your bookkeeping sheet the moment it arrives.
Tax Set-Aside Autopilot
Ring-fence tax on every payment received so quarter-end never surprises you.
Payment Received → Thank You & Close-Out
Confirm payment, thank the client and close the project file in one automatic pass.
Time Tracking → Draft Invoice
Turn tracked hours into a drafted, itemised invoice every month without a reconstruction exercise.
Quote Accepted → Invoice & Schedule
Convert an accepted quote into a deposit invoice, a calendar slot and a start date.
Xero Cash Position Watch
A weekly cash position and an alert when the balance drops below the line that matters.
3 workflows
Project Complete → Testimonial
Automatically ask happy clients for testimonials after project completion.
Referral Request Loop
Ask every satisfied client for an introduction at the moment they are most likely to give one.
Client Anniversary Touchpoints
Remember every client birthday, renewal and project anniversary without keeping a list in your head.
4 workflows
Proposal Follow-Up Sequence
Chase every outstanding proposal on a fixed three-touch schedule so deals stop dying in silence.
Discovery Call Machine
Turn every booked call into a prepped, reminded and followed-up meeting automatically.
Pipeline Rot Alert
Find the deals that have stopped moving and force a decision on each one.
Proposal Signature Tracker
Follow a proposal from sent, through opened, to signed — and chase the silence in between.
5 workflows
Weekly Client Status Report
Send every client a professional weekly progress update without writing one.
Scope Creep Guard
Catch out-of-scope requests the moment they arrive and log them as billable extras.
File Delivery & Handoff
Deliver finished work with a proper handover email, a permission change and a paper trail.
Airtable Delivery Tracker
Turn an Airtable project record into tasks, a client-facing update and a video walkthrough prompt.
Retainer Hours Burndown
Watch retainer hours against the agreement and warn both sides before the overrun.
7 workflows
Blog → Social Distribution
Publish once and let every social channel, newsletter queue and log update itself.
YouTube → Newsletter & Show Notes
Turn each published video into a drafted newsletter, show notes and social queue.
Newsletter Welcome Sequence
Give every new subscriber a proper five-day welcome instead of silence.
Lead Magnet Delivery
A free workflow that delivers your PDF and adds the subscriber to your list.
Brand Mention Monitor
Catch every public mention of your name and reply while it still matters.
Podcast Guest Pipeline
Move guests from booked to recorded to promoted without chasing anything by hand.
Notion Content Pipeline
Move a post from Ready to publish in Notion out to the blog, the queue and the community.
5 workflows
E-commerce Order Operations
Route every new order to fulfilment, accounting and support in one pass.
Post-Delivery Review Request Engine
Ask for the review at the one moment the customer is most likely to leave one.
Low Stock & Reorder Alert
Get told before a bestseller sells out, not after.
Abandoned Cart Recovery
Win back checkouts that were abandoned, on a two-touch schedule.
Made-to-Order Production Router
Route each handmade or print-on-demand order into a production queue with a real ship-by date.
10 workflows
Support Inbox Triage
Sort, acknowledge and escalate every support email automatically within a minute.
Daily Agenda Briefing
Start each morning with one email containing your day, your tasks and your deadlines.
Appointment Reminder & No-Show Recovery
Cut no-shows with timed reminders and win back the ones who still miss.
Job Application Triage
Acknowledge, score and shortlist every applicant without opening a single CV first.
Async Standup Collector
Collect written standups from a distributed team and post one clean summary.
Weekly Metrics Digest
Pull your numbers from every tool into one Monday morning email.
CRM Hygiene Sweeper
Find stale deals and incomplete records every week and force a decision on each.
Form Response Backup
A free safety net that copies every form submission into Drive and a backup sheet.
Subscription & Renewal Tracker
Get warned before every software renewal and contract auto-renews.
ClickUp Request Intake & Triage
Turn scattered work requests into triaged ClickUp tasks with a stated response time.
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Every paid workflow in one purchase
The Complete Automation Vault collects all 74 paid workflows for €149.