Guides
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7 min read
Five workflows every operations team should automate
From onboarding to invoice chasing, these five workflows give most ops teams their first big win.
Written by Daniel Reyes
1. Client onboarding
Collect details with a form, create the project, invite the client and schedule the kickoff, all from a single submission.
2. Invoice reminders
Send polite reminders on a schedule and stop automatically as soon as payment lands.
3. Weekly reporting
Pull numbers from your tools every Friday and post a clean summary to the team channel.
Approvals and access requests round out the list. Each one is small on its own, but together they give hours back every week.
Free for small teams, forever
Make work flow naturally.
Start with a template or a blank canvas. Your first workflow can be running before your next meeting.