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How-to

How-to guides for AI workflow automation.

Each guide walks through one specific automation, end to end — the why, the setup steps, the template that runs it. No fluff, no glue code.

How to summarize newsletters with AI (and email yourself one digest).

You subscribe to twelve newsletters, read two, and delete the rest.

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How to get inbox zero with AI (without deleting anything).

Inbox zero isn't about deleting.

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How to turn meeting notes into action items with AI.

Every meeting leaves half a page of notes and three or four things somebody promised to do.

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How to chase overdue invoices with AI — without sounding like a bot.

A contractor emails asking about a late invoice.

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How to enrich HubSpot leads with AI research automatically.

A new HubSpot contact lands.

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How to personalize cold emails with AI (without templating).

Cold email at scale earns 1% reply rates because every send reads the same.

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How to screen resumes with AI (and still send humane replies).

Job listings drown you in resumes.

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How to repurpose blog posts with AI into a week of social content.

You publish one blog post.

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How to audit your SaaS subscriptions with AI (from Gmail receipts).

Nobody knows their real monthly SaaS bill.

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How to extract invoice data with AI (from Gmail attachments).

Every invoice PDF landing in your inbox needs to become a row in your finance tracker.

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How to predict customer churn with AI from HubSpot signals.

Most CSMs learn about churn from the cancellation email.

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How to reply to Shopify reviews with AI without sounding like a bot.

Positive reviews earn a fast "thanks"; negatives need a real reply within hours.

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How to write meeting follow-up emails with AI (in 30 seconds).

The follow-up email is the most valuable thing to send after a meeting and the thing you'll forget to write.

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How to analyze customer feedback with AI — themes, ranked.

"We should ship X" appears in a Gmail thread and dies there.

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How to generate LinkedIn posts with AI from every blog post.

One blog post can carry a week of LinkedIn content, but only if someone writes the five posts.

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How to log sales calls to HubSpot with AI (from raw notes).

Sales reps take notes in a dozen places — Notion, Notes app, Slack, sometimes nowhere — and HubSpot fields stay empty.

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How to detect negative reviews with AI before they damage sales.

A one-star Shopify review left unresponded to for two days does more damage than five one-stars handled within an hour.

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How to turn emails into Google Tasks with AI.

Connect Gmail and Google Tasks, tell the AI your name, and every new email gets read once for requests aimed at you.

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How to summarize Google Form responses with AI.

Connect Google Forms, paste the form's edit URL, and once a day the AI reads every new response.

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