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The Automation Workflow Playbook: 5 Systems That Print Money

Detailed breakdowns of five automation workflows that operators are running profitably right now — with tool stacks and pricing models included.

9 min read
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Why Automation Consulting is Still Underpriced

Despite years of hype, most SMBs still run core processes manually. The gap between what's possible and what's deployed is enormous — and that gap is your opportunity.

The 5 Workflows

1. Lead Enrichment Pipeline

Stack: Clay + GPT-4o + HubSpot + Slack

Price: $2,500 setup + $299/month

What it does: Automatically enriches CRM leads with LinkedIn data, company intelligence, and AI-generated outreach angles.

2. Invoice Processing System

Stack: Google Drive + Claude API + QuickBooks + Make

Price: $1,500 setup + $199/month

What it does: Reads invoice PDFs, extracts line items, categorizes expenses, and posts to accounting software.

3. Content Repurposing Engine

Stack: Descript + ElevenLabs + Buffer + Make

Price: $1,200 setup + $149/month

What it does: Converts long-form video to short clips, transcripts, blog posts, and social captions automatically.

4. Customer Onboarding Flow

Stack: Typeform + GPT-4o + Notion + Slack + Email

Price: $2,000 setup + $249/month

What it does: Collects client info, generates personalized onboarding docs, and triggers team notifications.

5. Competitive Intelligence Monitor

Stack: Perplexity API + Make + Notion + Slack

Price: $800 setup + $99/month

What it does: Monitors competitor websites, pricing pages, and job boards — delivers weekly intelligence reports.

The Business Model

Sell the setup once. Charge monthly for maintenance and updates. Target 10 clients at $200/month average = $2,000 MRR with very low ongoing labor.

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