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AutomationNovember 20, 2025

Automating Your Agency: 5 Workflows to Save 20 Hours a Week

Stop doing manual data entry. Discover how to use n8n and Zapier to automate client onboarding, reporting, and lead qualification.

Automating the Boring Stuff

If you are doing a task more than twice, automate it. In 2026, manual data entry is a competitive disadvantage.

1. Automated Lead Qualification

Connect your contact form to OpenAI.

  • Trigger: New form submission.
  • Action: Send to GPT-4o to analyze budget and intent.
  • Filter: If high value -> Slack alert to sales team. If low value -> Email nurture sequence.

2. Client Onboarding

When a contract is signed:

  1. Create Google Drive folder.
  2. Send Slack invite.
  3. Create Trello/ClickUp board.
  4. Email welcome packet.

All of this can happen in 0.5 seconds via a webhook.

Tools We Recommend

  • n8n: For complex, self-hosted workflows.
  • Make.com: Visual and powerful.
  • Zapier: Simple and reliable (but expensive).

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