HR Onboarding Automation for SMBs
HR Onboarding Automation for SMBs What HR onboarding automation looks like for small businesses A step-by-step example using Make.com (no coding needed) Common quality checks and safeguards What to track so you know it’s working Where to get help if you want a hands-off setup Why This Matters for SMBs Hiring a new team member […]
Scheduling & Appointments on Autopilot with AI
Scheduling & Appointments on Autopilot with AI How to streamline scheduling and appointments using AI—without coding or locking into a single tool How automated workflows save you time, reduce no-shows, and improve client experience Practical example using Make.com to set up your own automation How to track if your system is actually saving you time […]
Automation Failure Modes & How to Avoid Them
Automation Failure Modes & How to Avoid Them What You’ll Learn Why automations fail more often than you think (and it’s not just broken tools) The most common failure modes—and how to see them coming How to start smart with automation, even if you’re not “technical” A real Make.com example anyone can follow How to […]
AI Business Automation: The Complete Beginner’s Guide
AI Business Automation: The Complete Beginner’s Guide What AI automation can (and can’t) do for your small business How to spot automation opportunities in daily tasks Real-world examples of how AI automates things like email follow-up, lead capture, and invoicing How to build your first automation—step-by-step Guardrails to keep your automations error-free and legally safe […]
Top 25 SMB Processes to Automate First (With Examples)
Top 25 SMB Processes to Automate First (With Examples) Identify high-impact automation opportunities by business outcome Explore low-risk, no-code workflows with real-life examples Understand key metrics to measure success Learn which tasks benefit most from automation—and which need a human touch Build your first workflow in under 30 minutes, step by step Why Automate? (And […]
How to Calculate ROI on Automation (Templates + Examples)
How to Calculate ROI on Automation (Templates + Examples) The ROI formula that actually works for time-saving automations How to estimate soft vs hard benefits (with examples) Guardrails to avoid false positives (aka “vanity automation”) A real-life automation scenario, built step-by-step in Make.com Easy ways to track results over time Free calculator template you can […]
No-Code vs Low-Code vs Pro-Code: What SMBs Should Choose
No-Code vs Low-Code vs Pro-Code: What SMBs Should Choose Understand the differences between no-code, low-code, and pro-code development tools Identify which approach best fits your business needs, goals, and team capabilities See a real-world example of lead follow-up automation, built with no-code tools Learn how to pilot, measure, and scale the right solution for your […]
Data Hygiene for Automation: Naming, IDs, and Source of Truth
Data Hygiene for Automation: Naming, IDs, and Source of Truth Why naming conventions, IDs, and source of truth matter How to set up clean foundations—without rebuilding your entire system A step-by-step example using Make.com to illustrate best practices Tips on testing, trouble-proofing, and measuring automation hygiene over time Why Data Hygiene Matters Before You Automate […]
Designing an AI‑Ready Tech Stack for Small Business
Designing an AI‑Ready Tech Stack for Small Business The core components of an AI-ready tech stack (even if you’re non-technical) Smart steps to automate your workflows without losing control Tips for choosing tools that work well together How to test and track what’s working—without hiring a data team Smarter Systems, Simpler Work The AI boom […]
Security & Compliance for SMB Automation
Security & Compliance for SMB Automation ✅ Why security and compliance matter for every automation—even simple ones ✅ How to prevent risk without halting progress ✅ Practical guardrails any small team can use (no need for IT specialists) ✅ A step-by-step example using Make.com to show how this works in real life Why You Shouldn’t […]