Ops Playbooks

Free workflow templates

A small set of starter workflows and checklists for operators who want to test the format before buying a pack.

Free n8n starter workflow

The first importable workflow is the n8n Lead Intake Normalizer. It accepts a webhook POST request, normalizes lead fields, calculates a simple score, and returns structured JSON.

CRM follow-up automation checklist

The CRM Follow-up Automation Checklist helps sales operators define stale-deal triggers, owner alerts, task rules, and duplicate prevention before automating pipeline follow-up.

Ad spend anomaly automation checklist

The Ad Spend Anomaly Automation Checklist helps marketing operators define spend, CPA, ROAS, baseline, threshold, and alert rules before automating budget alerts.

Ecommerce order risk automation checklist

The Ecommerce Order Risk Automation Checklist helps store operators define risk signals, alert payloads, review rules, and fulfillment pause conditions before automating order review.

Invoice processing automation checklist

The Invoice Processing Automation Checklist helps operators define invoice sources, extracted fields, approval rules, destinations, and failure paths before automating AP work.

Automation workflow spec template

The Automation Workflow Spec Template helps operators define triggers, inputs, credentials, failure paths, and test cases before they build, buy, or hand off a workflow.

Client onboarding automation checklist

The Client Onboarding Automation Checklist helps agencies and productized service operators map payment, contract, intake, CRM, folder setup, and kickoff handoffs before automating them.

Workflow QA checklist

The Workflow QA Checklist defines the minimum standard for a workflow that can be sold or handed to a client.

Why free templates matter

Free templates are the acquisition layer for this site. They let search visitors evaluate quality, join the list, and share a useful asset without a sales call.

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