Small Business Autopilot

AI automation templates for small business owners

12 copy-paste automations that handle your follow-ups, reminders, reviews and replies — with step-by-step setup for Zapier, Make and n8n. No code.

Download the free sample (PDF)Get all 12 — $19

Instant download · Works with the tools you already use · No coding required

New here? Start with a free step-by-step guide ↓

Free guides: automate one job at a time

Step-by-step how-tos for Zapier, Make and n8n, with a free copy-paste template in every one.

See all 22 guides →

Guides by trade

Browse all 22 free guides

Free tool: 5 automation ideas for your business

Pick your business type and what you want most. You'll get five automations worth setting up first — and where to find each one.

What's inside the pack

Twelve automations for the jobs that eat a small business owner's week.

01

Instant Lead Follow-Up

A new inquiry lands while you're on a job or with a client.

Sales
02

Missed-Call Text Back

You miss a call while you're under a sink or with a client.

Sales
03

Invoice & Payment Reminders

Chasing late payments is awkward, so it doesn't happen — and cash sits in other people's accounts for weeks.

Money
04

Google Review Requests

Happy customers rarely leave reviews unless asked — and asking manually after every job is easy to forget.

Reputation
05

Google Review Replies

Unanswered reviews look like nobody's home, but writing a thoughtful reply to each one takes time — and replying to a bad one while annoyed is risky.

Reputation
06

Appointment Reminders & No-Show Reducer

No-shows and late cancellations waste a slot you could have filled.

Operations
07

Client Onboarding Autopilot

Every new client means the same 10 small tasks — welcome email, folder, intake form, kickoff call, task list — and something always gets missed.

Operations
08

Weekly Business Report in Plain English

Your numbers live in five places.

Insight
09

Social Post Repurposing

You made one good piece of content, but turning it into posts for each platform feels like a second job, so it never happens.

Marketing
10

Inbox Triage

Leads, invoices, vendor spam and real customer issues all land in one inbox.

Admin
11

FAQ & Customer Support Reply Drafts

You answer the same 20 questions every week — shipping times, pricing ranges, what's included, how to reschedule — and each one still takes a few minutes to write politely.

Support
12

Proposal & Quote Drafting

After a good sales call, writing the proposal takes an hour or two — so it goes out days later, when the prospect's excitement has cooled.

Sales

Every automation comes with

The problem & triggerWhat it fixes and exactly what starts it.
3 ways to build itStep-by-step for Zapier, Make and n8n, using real app and action names.
Copy-paste AI promptsWritten to sound like your business, with guardrails against made-up prices and promises.
Message templatesEmails and texts you can use as-is or tweak.
An honest estimateTime saved, with the assumptions shown — so you can check it against your own numbers.
Free sample

Try 2 automations free

Get Missed-Call Text Back and Google Review Requests, complete with setup steps, prompts and templates.

Download free sample

No sign-up needed.

AI automation ideas by business type

The same ideas the free tool uses, all in one place.

AI automation ideas for Home services & trades
  1. Missed-call text back — Auto-text anyone you couldn't answer on a job so they don't call the next contractor.
  2. Instant quote-request reply — Personal AI-drafted reply to every web quote request within minutes.
  3. Review request after job complete — Text every customer your Google review link a couple of hours after the job.
  4. Invoice reminders on day 0, 7, 14 — Polite, escalating reminders that stop the moment the invoice is paid.
  5. Next-day appointment reminders — SMS reminder with a reschedule link to cut no-shows for estimates.
AI automation ideas for Salon, spa & wellness
  1. 24-hour and 2-hour reminders — Reminder texts with an easy reschedule link to cut no-shows.
  2. Missed-call text back — Reply to callers while you're with a client, with your booking link.
  3. Review requests after visits — Ask every client for an honest Google review the same way, every time.
  4. Review reply drafts — AI drafts warm, specific replies to new reviews for you to approve.
  5. Social posts from one photo caption — Turn one post idea into Instagram, Facebook and Google Business posts.
AI automation ideas for Clinic, dental or therapy practice
  1. Appointment reminders — Reminders with reschedule links (keep health details out of messages).
  2. Missed-call text back — A friendly text with your booking link when the front desk is busy.
  3. FAQ reply drafts — Draft answers to insurance, parking and prep questions from your own FAQ.
  4. Review requests — Same request to every patient, no incentives (and no health details).
  5. Inbox triage — Sort referrals, billing and vendor mail into labels automatically.
AI automation ideas for Restaurant, café or food truck
  1. Review reply drafts — On-brand replies to every Google review; bad ones come to you first.
  2. Social repurposing — Turn the weekly special into posts for every platform in one go.
  3. Catering inquiry fast reply — Instant personal reply to catering and event forms.
  4. FAQ replies — Draft answers to hours, allergens policy, bookings and parking questions.
  5. Weekly sales summary — A plain-English Monday report from your sales export or sheet.
AI automation ideas for Solo consultant or coach
  1. Proposal drafting from call notes — Turn a 2-minute brief into a proposal draft in Google Docs.
  2. Client onboarding autopilot — Welcome email, folder, intake form and task list on payment.
  3. Lead follow-up + 2-day nudge — Reply to inquiries fast, then a gentle follow-up if they go quiet.
  4. Invoice reminders — Stop chasing payments by hand.
  5. Content repurposing — Turn each newsletter or blog post into a week of social posts.
AI automation ideas for Marketing or creative agency
  1. Client onboarding autopilot — Every new client gets the same polished start.
  2. Proposal drafting — First draft of scope, timeline and next steps from your call notes.
  3. Weekly client report summaries — AI turns the numbers into a plain-English summary you review.
  4. Inbox triage — Label client requests, leads, billing and vendor pitches automatically.
  5. Invoice reminders — Escalating, courteous reminders for retainers and projects.
AI automation ideas for E-commerce shop (Shopify, Etsy, WooCommerce)
  1. Support reply drafts from your FAQ — Shipping, returns and sizing answers drafted for you to send.
  2. Inbox triage — Separate orders, returns, wholesale and spam automatically.
  3. Weekly sales report — Orders, revenue and top products summarised every Monday.
  4. Product launch repurposing — One product description → posts for every channel.
  5. Wholesale inquiry fast reply — Personal reply plus a lead row in your sheet for every inquiry.
AI automation ideas for Real estate agent
  1. Instant lead reply — Answer portal and website leads in minutes, personalised to the listing.
  2. Missed-call text back — Never lose a buyer call while you're at a showing.
  3. Showing reminders — Reminders with address and reschedule link before every showing.
  4. Review requests after closing — Ask every client for a review once the deal closes.
  5. Listing → social posts — Turn a new listing description into posts for each platform.
AI automation ideas for Fitness studio or gym
  1. Class and session reminders — Reminder texts that free up spots from people who can't make it.
  2. Trial-class lead follow-up — Fast personal reply plus a nudge if they haven't booked.
  3. New member onboarding — Welcome email, waiver link and first-week plan on sign-up.
  4. Review requests — Ask members for an honest review after their first month.
  5. Weekly numbers — Sign-ups, cancellations and attendance summarised on Monday.
AI automation ideas for Accounting or bookkeeping firm
  1. Inbox triage — Sort client documents, deadlines and pitches into labels.
  2. Client onboarding — Engagement letter, secure upload link and checklist on sign-up.
  3. Invoice reminders — Courteous reminders for your own fees.
  4. FAQ reply drafts — Drafts for 'what do you need from me?' style questions.
  5. Proposal drafting — Engagement proposals from a short discovery brief.

Questions

What exactly do I get?

A 34-page PDF with 12 automations (problem, trigger, step-by-step setup for Zapier, Make and n8n, copy-paste AI prompts, message templates and time-saved estimates), plus a prompts file (.txt and .md), a message-templates doc (.docx and .md) and a planning spreadsheet (.csv).

Do I need to know how to code?

No. Every automation is built with point-and-click tools. If you can fill in a form and copy and paste, you can set these up. Start with one.

What tools do I need?

An account on one automation tool (Zapier, Make or n8n — all have free tiers), the apps you already use (like Gmail, Google Sheets, QuickBooks or Calendly), and for the AI steps an OpenAI or Anthropic API key (billed per use by the provider). Some automations need a Twilio number for texting.

Are the time savings guaranteed?

No. Each automation includes an estimate with the assumptions behind it (how many tasks per week × minutes each). Your results depend on your volume and how you work today.

Is the free sample really free?

Yes — two complete automations from the pack (Missed-Call Text Back and Google Review Requests), no strings attached.

Can you set it up for me?

Yes. A done-for-you setup service is available for business owners who'd rather not touch the settings themselves.

Rather not set it up yourself?

We can set up the automations you pick, connected to your tools and tested, and walk you through them, so you never have to open a settings screen.

Ask about done-for-you setup

Or email heyjax@mail.grokbot.com