Automation Resources

Expert guides, templates, and insights to transform your business operations

Featured Guides & Templates

Step-by-step resources to help you automate and optimize

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Guide

The Small Business Guide to Automation

An essential playbook from Zapier covering everything from forms to social media.

15 min read Read More
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Checklist

How to Choose a CRM

A comprehensive guide from BIGContacts on selecting the right CRM to fit your specific needs.

10 min read Read More
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Overview

AI for Small Business

Learn the benefits and risks of using AI in your business, from content creation to security.

8 min read Read More

Latest Articles

Insights and best practices from our automation experts

An illustration of AI helping a small business
Source: U.S. SBA

AI for Small Business: A Practical Overview

A look at the benefits and risks of using AI in your small business, covering everything from content creation to data security.

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An illustration showing an organized CRM system
Source: Zapier

5 Things You Should Automate Today

Discover five simple but powerful automations you can set up to streamline notifications, customer messaging, and social media.

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An illustration of an AI-driven business strategy
Source: Harvard Business School

Building an AI Business Strategy

Learn the 6 steps to building an effective AI strategy, from understanding business objectives to conducting a data audit.

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Team collaboration
Source: HubSpot

The Ultimate Guide to Process Automation

Best practices for creating seamless processes that keep your teams aligned and productive, from sales to service.

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