Small business teams juggle sales, onboarding, emails, and updates—often manually. But with the right automations, you can cut hours of busywork every week. Here are five automations we set up regularly for our clients at OpsUnlock.
1. New Lead → Airtable + Slack Alert
Capture leads from your website or form and notify your team instantly.
2. Client Onboarding Sequence
Auto-send a welcome email, create a task list, and notify the team—automatically.
3. Weekly Report Reminder
Send a prompt every Friday to complete reports or submit updates.
4. Missed Meeting → Reschedule Prompt
Didn’t show up? A friendly follow-up email goes out automatically.
5. Invoice Paid → Update Project Tracker
When payment lands, your tracker updates and a project card is created in Airtable.
Want these automations working for your team? Let’s build them for you—Book your automation setup today.
Zapier automations, small business automation, workflow automation, no-code tools
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