Automate My Business · 49 priced options · $275–$2,300
Automate the repeat work. Keep people in control of decisions.
Workflow automation for small businesses using practical integrations and clearly scoped steps—start with one process you want to stop repeating.
Every option is a one-time service with its scope and price shown. Choose only what solves the problem you came to fix.
Clear next steps
Popular automate my business services
Contact form to spreadsheet automation
Compatible integration via existing account/tools.
One-time price: $300
Zapier or Make workflow
One tested workflow with standard connectors.
One-time price: $425
Multi-step workflow automation
Conditional routing, error checks and documentation.
One-time price: $925
First AI workflow implementation
Configure and test one limited, approved workflow; software fees separate.
One-time price: $1,050
New inquiries should be captured without manual copyingRecommended starting point: Contact form to spreadsheet automation · $300
Compatible integration via existing account/tools.
I need one standard app-to-app workflowRecommended starting point: Zapier or Make workflow · $425
One tested workflow with standard connectors.
Several conditions or actions need coordinatingRecommended starting point: Multi-step workflow automation · $925
Conditional routing, error checks and documentation.
I have a specific approved AI task to implementRecommended starting point: First AI workflow implementation · $1,050
Configure and test one limited, approved workflow; software fees separate.
Clear scope · practical handoff
Small business workflow automation with a human-controlled handoff
Automate My Business covers practical small business workflow automation: a website form sending a lead to a spreadsheet, a Zapier or Make workflow moving an approved record, email notification automation, appointment reminders, CRM handoffs and carefully limited AI workflow implementation. Start with one repetitive process, the systems it touches, and what should happen when a step fails.
Good automation removes repeated clicks without hiding decisions. Each fixed-price workflow is limited to the services and connectors named in its scope. You provide the relevant software accounts and permissions; software subscriptions, premium connector charges, ongoing monitoring and extra workflows are separate. Sensitive messages, money movement and customer-impacting decisions stay subject to the agreed human approval points.
If a flow has stopped working, choose automation repair; if information must move between tools, define the workflow integration. A scoped CRM workflow or wider business process automation project can be planned one trigger, action and approval at a time.
Browse the other 45 Automate My Business services and prices
All prices are one-time and tied to the scope shown. Add a service directly to your cart, or open its full scope first.
Custom daily opening/closing checklists
Printable/online checklists with accountable fields.
Employee onboarding checklist kit
Steps, responsibilities, forms checklist, nonlegal.
Service pricing menu design
Customer-readable print/web-ready menu using supplied prices.
Automation failure repair
Diagnose and fix one accessible reproducible failure.
Email notification automation
One standard trigger and recipient workflow.
Owner AI orientation
Plain-English basics and practical demonstrations for one business.
Standard operating procedure
One documented process, up to 5 pages, client-provided workflow.
AI safety and usage starter policy
Plain-language draft covering permissions, privacy and human review; legal review excluded.
AI use-case ROI worksheet
Cost and time-savings model using clearly stated assumptions.
Appointment reminder automation
One triggered reminder with compatible app.
Customer review request automation
Post-service request workflow without review gating.
Customer service answer library
Approved response knowledge base.
Staff AI prompt kit
Role-specific prompts with usage examples.
Technology vendor and tool comparison
Features, costs, risks and fit comparison with an impartial recommendation.
Custom printable business forms bundle
Branded forms, fields and printer-ready PDF.
Invoice payment reminder workflow
Agreed reminders via supported invoicing service.
Performance review scorecard
Objective KPI and coaching prompts; human HR review needed.
Quality-control inspection form
Pass/fail checks, issue log, signoff and export format.
Service work-order template
Job details, parts, labor, signoff and status.
Automated report email
Data update/attachment or link flow for compatible services.
AI and technology readiness assessment
Review workflows, tools, data sensitivity and viable next steps.
Business AI readiness review
Use cases, data/privacy risks and ranked quick wins.
Custom AI opportunity roadmap
Prioritized applications, constraints, cost ranges and adoption plan.
Team AI training workshop
One scoped session with practical examples and safety/accuracy cautions.
Inventory counting workflow
Count sheet, variance log and handoff procedure.
Vendor comparison and purchasing tool
Comparative pricing, lead time and scoring workbook.
Automatic PDF generation
Populate one PDF template from structured input.
CSV file processing automation
Standardize/transform a repeatable file input.
Customer intake and follow-up system
Intake form, ownership, status and communications outline.
Owner handoff and delegation manual
Simplified step-by-step guide, roles and exceptions.
AI implementation discovery demo
Build or present a clearly labeled sample for one business workflow.
AI workflow documentation and guardrails
Prompt, inputs, limitations and human-approval steps.
Email drafting assistant workflow
Draft-only automation with mandatory human review.
Lead follow-up workflow
Simple routing and up to 3 follow-ups.
Non-AI technology modernization review
Digital forms, scheduling, e-signatures, cloud tools, basic workflow improvements.
FAQ chatbot setup
Approved FAQ material and standard hosted widget.
Five-process operations manual
Standardized formatting, instructions and ownership fields.
Business AI assistant configuration
Setup, prompt/knowledge configuration and basic acceptance testing.
Job assignment and dispatch tracker
Scheduling and stage tracker, not real-time route optimization.
AI invoice/receipt extraction prototype
Human-reviewed extraction to structured data; not bookkeeping approval.
AI-enhanced document classification
Define labels, extraction and human check process.
Custom AI business tool
Small bespoke tool with defined data inputs and acceptance criteria.
Custom API integration
Scoped authenticated API flow; third-party costs separate.
Integrated AI workflow project
Documented limited integration; complexity/data access can require a custom quote.
Internal document search assistant
Search/answer assistant with permission and accuracy guardrails.