Automation | CX Resources

Automation and Integrations

Connect your tools, eliminate repetitive work, and build systems that run without you. Every hour saved is margin earned.

Start here: Make (Integromat) gives the best value on the free plan. Use it to auto-send new client form submissions to Notion, trigger invoice emails, and post project updates to Slack. Zapier is easier but costs more at scale.

No-Code Automation Platforms5Connect anything to anything

ZapierThe easiest automation tool. 6,000+ app integrations. Best for simple linear workflows.zapier.comFreemium Make (Integromat)Visual workflow builder with complex logic. More powerful than Zapier, better free tier.make.comFreemium n8nOpen-source automation. Self-hostable on your VPS for unlimited runs. Best for devs.n8n.ioFree (self-host) PipedreamCode-first automation with Node.js steps. Best when you need custom logic mid-workflow.pipedream.comFreemium ActivePiecesOpen-source Zapier alternative. Self-hostable with growing app library.activepieces.comFree (self-host)

Developer Automation4

GitHub ActionsAutomate builds, tests, and deploys on every push. Free for public repos.github.comFreemium Cron Jobs (cron.com)Scheduled cloud cron jobs with logging, alerts, and retry logiccron.comFreemium Webhook.siteInspect, debug, and respond to webhooks in real time. Essential for building integrations.webhook.siteFreemium TemporalDurable workflow execution engine for complex long-running processestemporal.ioFreemium

Email and Notification Automation4

PostmarkTransactional email delivery. Use for automated client welcome emails and invoices.postmarkapp.comFreemium SendGrid100 free emails/day. Transactional and marketing email via API.sendgrid.comFreemium Slack Workflow BuilderAutomate Slack messages, approvals, and notifications from form submissions or webhooksslack.comFreemium ntfySend push notifications to your phone from any script or workflow. Free and self-hostable.ntfy.shFree

Agency Workflow Automations to Build0Ideas to implement

New inquiry notificationContact form submission triggers Slack message and adds row to Notion CRM automaticallyMake or ZapierHigh priority

Invoice sent confirmationWhen Wave invoice is sent, auto-send a personalised email confirming payment details and timelineMake or ZapierHigh priority

Weekly project digestEvery Monday, auto-generate a summary of open tasks per project and send to team Slackn8n or MakeMedium priority

Client onboarding sequenceNew client signed - automatically send welcome pack, schedule kickoff call, and create ClickUp projectMake or ZapierHigh priority

Site downtime alertUptimeRobot detects downtime and triggers SMS, Slack message, and logs the incident in NotionUptimeRobot + ZapierCritical

Monthly report generationPull GA4, Search Console, and uptime stats and email a formatted monthly report to clientsn8n + Google APIMedium priority

Data and Spreadsheet Automation3

Google Sheets + Apps ScriptFree automation inside Sheets. Schedule scripts, auto-format data, send emails on events.sheets.google.comFree AirtableDatabase with automations built in. Great for client project tracking with auto-triggers.airtable.comFreemium RetoolBuild internal admin dashboards and tools that query your databases directlyretool.comFreemium