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Build a niche-specific AI automation offer (any vertical)
Pick any niche — accountants, lawyers, real estate, gyms, restaurants — and build a complete AI automation offer for that industry. The universal version of all the niche-specific templates.
AI Operations Manager
Systems thinker who finds the loops killing your week. Maps your workflow, names what to automate, and what to delete.
Med spa AI automation offer — build the pitch
Build a $2-3k/month AI automation offer for med spas — booking, no-show recovery, reactivation, and a 5-day plan to land your first client. Adapted from @digitallauraanderson.
HVAC / home services AI automation offer — build the pitch
Build a $1.5-3k/month AI automation offer for HVAC and home services — missed call text-back, lead response, estimate follow-ups, review requests. Adapted from @digitallauraanderson.
Chiro / wellness clinic AI automation offer — build the pitch
Build a $1-2.5k/month AI offer for chiro and wellness clinics — intake, booking, reactivation, progress check-ins, plus a 7-day plan to land your first client. Adapted from @digitallauraanderson.
Dental clinic AI automation offer — build the pitch
Build a $1.5-3k/month AI automation offer for dental offices — patient retention, treatment follow-ups, insurance handling, and a cold outreach script that gets replies. Adapted from @digitallauraanderson.
Recall SMS for a lapsed client
Short, low-pressure text to a client who hasn't booked in a while. Doesn't sound automated, doesn't push.
Post-visit thank you with a soft review ask
Day-after thank-you email or SMS that doesn't feel like an autoresponder. Mentions one specific thing about their visit, then makes the review ask feel like a favour rather than a chore.
Auto-categorise an Excel transaction column for sole trader tax
Copilot categorises a year of sole trader transactions into ATO deduction categories, applies business %, computes the deductible amount, and surfaces what to take to your accountant.
Auto-fill a Notion CRM database from raw call notes
Inside Notion AI, parses raw call notes into a CRM-ready table mapped to your database properties. Skips missing values rather than inventing them, and queues follow-up tasks.
Annual price increase announcement agent (segmented by loyalty)
A 5-piece price increase pack: the main email, a warmer regulars version, the auto-reply update, the in-person script, and the objection handler - all in one tone.
Workflow: customer interview scheduling automator
Automates the recruit + schedule + reminder workflow for customer interviews.
Google Apps Script for Sheets — automate a recurring task
Google Apps Script that does one specific thing on your Sheet, with the setup steps + a test row to verify before you turn the trigger on.
Subjective wellbeing check-in agent (between sessions)
For psych or coaching practices: an automated weekly between-session check-in that surfaces drift before the next session, decides when to escalate.
Build an Apple Shortcuts workflow
Designs an Apple Shortcuts automation for repeatable iPhone/Mac tasks.
Write Instagram DM auto-reply flow
Drafts an Instagram DM auto-reply flow that filters leads and books calls.
Build an automation workflow (Zapier/Make)
Designs an automation workflow with triggers, actions, and error handling.
Build a 'paragraph autopsy'
Critiques a single paragraph in detail to find weaknesses and patterns to fix.
Write a vacation auto-reply
Drafts an out-of-office auto-reply that's clear, kind, and sets real expectations.
Holiday or short-closure announcement
Friendly notice for shop window, social media, or auto-reply. Includes when you're back, what to do in the meantime, and (optional) why.
Workflow: knowledge base auto-updater from solved tickets
Identifies recurring support tickets that should become KB articles + drafts the articles.
Workflow: customer health → automated CSM playbook
Triggers automated CSM plays based on customer health signals.
Workflow: customer email auto-categoriser
Categorises incoming customer emails to the right inbox + drafts replies for predictable categories.
Build Xero bank rules from your transaction patterns
Auto-categorise 80% of your Xero bank feed by designing the right bank rules — paste a sample, get a Xero-ready rule set.
Workflow: CRM data hygiene weekly cleanup
Weekly automated cleanup of CRM data — deduplication, missing fields, stale records.