3 Follow Up Automations I Use to Replace Repetitive, Low-Value Work
🚀 3 Follow-Up Automations to Eliminate Repetitive Work (Free Templates)
Stop wasting time on repetitive admin tasks. These 3 simple automations are designed to replace the low-value, manual work that slows you down—so you can focus on what actually moves the needle.
✅ Built for freelancers, agencies, and service providers.
✅ Works with Make automation platform.
✅ 100% free to download and customize.
💡 What You’ll Get:
1️⃣ AI Auto-Responder for New Leads
Instantly reply to incoming leads with personalized AI-powered messages. No more ghosted inquiries or delayed responses.
2️⃣ One-Click Invoicing Automation
Change a client's status in your CRM, and this automation sends a fully customized invoice—no copy/paste, no extra steps.
3️⃣ Client Onboarding Sequence
As soon as you close a client, this automation creates a dedicated folder for them and sends a branded welcome email with all the right instructions.
⚙️ What You'll Need:
- A Make.com (Integromat) account
- A CRM or database (Airtable, Notion, Google Sheets etc.)
- Optional: Email tool like Gmail or Outlook
🎯 Perfect For:
- Freelancers tired of admin
- Agencies looking to scale
- Solopreneurs who want to work smarter, not harder
- SMB Owners