Still copying data between tools? Still sending out reminders manually? If you're repeating the same digital tasks every week — it's time to automate.

With Power Automate and Zapier, you can remove dozens of low-value manual steps from your day. No code required.

Here are five workflows you can automate right now:

1. New lead → CRM
When someone fills out your website form or emails your sales inbox, auto-create a contact or deal in your CRM.

2. Calendar invite → Task
Automatically turn meetings into checklists using Microsoft To Do or Planner.

3. File upload → Folder routing
Have incoming files sorted by type, project, or sender — no more dragging and dropping.

4. Email trigger → Notification in Teams
Forward key emails to the right channel with context — great for client updates or requests.

5. Status change → Follow-up
When a deal moves stage in your CRM, trigger reminders, tasks, or emails for the next step.

These automations are fast to build and easy to manage. But making them scalable and role-based from day one? That’s where structure matters.

💡 This post is connected to our AI Workflow Automation Setup (SF3002) — a service where we design your flows for Power Automate, Zapier, and Copilot from the ground up.
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