How consulting agencies can transition to agentic workflows (without breaking delivery)
Learn how consulting agencies can transition to agentic workflows without breaking delivery—what to automate, where to add AI agents, and a 5-stage rollout plan.
# Workflow Automation
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Workflow Automation
Shopify post-purchase SMS review requests: 5-star rating gate + Google review link
SMS review request automation for Shopify stores: send a post-purchase rating link via text, then route only happy customers to your Google review page.
Building a custom code shop for automation agencies (a playbook)
Custom code solutions for automation agencies: a playbook to productize offers, run scoped delivery (QA + release), and scale beyond fragile Zaps.
How to fix missing variant prices in Google Merchant Center (Shopify)
Google Merchant Center missing variant prices block your Shopping ads. Learn how to diagnose the issue in GMC, fix it in Shopify, and get your feed approved.
SharePoint agreement tracking for extensions and signatures
SharePoint agreement tracking breaks with extensions. Use a Placements list + Agreements list (one per version) plus Power Automate to log sent/signed dates.
Zapier client access for solution partners: setup, limits, and June security changes
How to set up Zapier client access for solution partners: Pro vs Team/Enterprise, email constraints, and connection ownership after the June security update.
OpenTable automation stack for multi-location restaurant retention (checklist)
OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.
How to automate 24-hour appointment confirmation phone calls with AI
Build AI appointment confirmation calls that reach leads 24 hours before their visit, capture outcomes, and sync Airtable and Calendly with Zapier.
Squarespace form emails → Make mailhook → JobNimbus (no Squarespace access workaround)
No Squarespace access? Forward form emails to a Make mailhook, parse fields, dedupe by email, then upsert contacts and log activities in JobNimbus.
Notion CRM for wedding fairs: contacts, events, tasks & follow-ups (template workflow)
Learn how to build a Notion CRM for wedding fairs and event businesses — 4 linked databases, auto-generated task checklists, and follow-up tracking.
Make AI agents in Make.com: structured prompting, tools, and multi-agent workflows
Make AI agents let your automation workflows decide which tools to use—no hard-coded branching. Learn structured prompting, guardrails, and multi-agent patterns.
Twilio A2P campaign registration: step-by-step + common rejects
How to register a Twilio A2P 10DLC campaign, avoid common rejections, and get SMS working in Zapier. Includes templates and a pre-submit checklist.
