Automation isn't about being fancy β it's about never doing the same 3-minute task twice. Every recipe below follows one pattern: trigger β (optional AI step) β action. Build the first one tonight; each takes 10β20 minutes.
π§© The mental model (30 seconds)
The 10 recipes
πΈ Free-plan math (so you don't hit a wall)
π€ Zapier vs Make β which one for what
π§ͺ One habit that saves you
Always run the built-in test with real data before switching it on, then check the run history after the first day. 90% of "automation doesn't work" is a filter that was slightly wrong. Two minutes of checking beats a week of silent failure.
TL;DR β pick one recipe above, build it tonight, test with real data, add one per week. Boring consistency beats a fancy system you never finish. Want the bigger picture on where automation fits? See the 30-day AI automation roadmap and the 22-hrs-to-4 case study for what a finished stack looks like.
Which one are you building first β or got a recipe of your own? Drop it below, best ones get added to the list (credit given). π
π§© The mental model (30 seconds)
- Trigger: the thing that happens β new email, new form response, new row, a schedule
- Filter (optional): only continue IFβ¦ (subject contains "invoice", amount > βΉ5,000)
- Action(s): what to do about it β add row, send message, create task, post alert
The 10 recipes
- Form β Sheet β instant alert. Website/contact form submits β append to Google Sheet β send yourself a WhatsApp/Telegram message. Never "miss a lead" again.
- Gmail attachments β Drive, sorted. Any email with an attachment β save to Drive folder by sender. Tax season stops being an archaeological dig.
- New lead β CRM + Slack/personal ping. New row or Typeform entry β create contact β notify. Response time is what converts; this buys you minutes.
- Meeting recordings β AI summary β notes app. New recording file β transcribe/summarise with the AI step β save to Notion/Doc. (Prompt quality matters β steal one from our prompt mega-pack vol. 2.)
- New blog/video β auto-share everywhere. RSS/YouTube trigger β post to X, LinkedIn, Facebook page with a caption template.
- Invoice overdue β polite nudge, automatically. Sheet row hits "due + 3 days" with status unpaid β send the reminder email. Cash flow without the awkwardness.
- Keyword monitor β daily digest. Reddit/RSS/news mention of your brand or niche β collect β one summary email at 9am instead of doomscrolling for it.
- Calendar booking β prep pack. New Calendly/Calendar event β create a Doc from template with attendee name β reminder 1 hour before. Walk in prepared every time.
- Receipts photo β expense tracker. Email/photo of a receipt β AI extracts amount + vendor β row in the expense Sheet.
- Weekly scoreboard β yourself. Every Friday 6pm: pull the week's numbers (sales, followers, hours) β format β email/Telegram yourself the digest. What gets measured gets managed.
πΈ Free-plan math (so you don't hit a wall)
- Zapier free β 100 tasks/month, 5 single-step Zaps β enough for recipes 1β3 to prove value
- Make free β 1,000 operations/month and multi-step scenarios on the free tier β better for the AI-chained ones
- Rule of thumb: prototype on Make, scale on whichever you like. If a zap saves you 30 min/month it's already worth a paid seat; recipe 6 alone usually pays for it.
π€ Zapier vs Make β which one for what
- Zapier: simplest UI, biggest app directory, best for straight AβB pipes β start here if you've never automated
- Make: visual builder, branches/loops/routers, cheaper per operation β better once flows get twisty
- Outgrow both β that's when you graduate to agents; our zero-code AI agent guide is the next rung
π§ͺ One habit that saves you
Always run the built-in test with real data before switching it on, then check the run history after the first day. 90% of "automation doesn't work" is a filter that was slightly wrong. Two minutes of checking beats a week of silent failure.
TL;DR β pick one recipe above, build it tonight, test with real data, add one per week. Boring consistency beats a fancy system you never finish. Want the bigger picture on where automation fits? See the 30-day AI automation roadmap and the 22-hrs-to-4 case study for what a finished stack looks like.
Which one are you building first β or got a recipe of your own? Drop it below, best ones get added to the list (credit given). π
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