Workflows & Automation
Use battle-tested flows that remove manual copy-paste and zap overhead. Each one comes with stack guidance, free-tier options, and integration notes.
Lead capture to CRM
Framer or Webflow form → Brevo/HubSpot → Stripe checkout ready. Zero zap waste.
Billing ops
Stripe events → invoices → Notion/Sheets ledger with alerts for failed payments.
Client onboarding
Form intake → project in ClickUp/Asana → welcome email → kickoff call booked.
Content loop
Research → outline → draft → publish → social syndication with guardrails on spend.
Lead capture → CRM → billing
Default: Framer forms + Brevo + Stripe. Swap to Webflow/Cal.com as needed. Built to avoid Zapier overuse and keep within free tiers.
- Form submit → Brevo list with tags for source and intent.
- Auto-reply with CTA to book via Cal.com; add UTM to calendar events.
- High-intent leads → Stripe Payment Link; low-intent → nurture sequence.
- Weekly rollup to Notion/Sheets; alert on bounce/failed card.
Billing ops without SaaS sprawl
Stripe events drive everything; Notion or Sheets stay as the ledger of truth. Optional Make.com step only when native fails.
- Invoice paid → append to ledger with customer, plan, ARR/MRR.
- Invoice failed → email retry + Slack/Discord alert + task in ClickUp.
- Refund → mark in ledger, adjust MRR, notify finance channel.
- Plan change → update CRM tag; downgrade guardrails to prevent free riders.
Client onboarding that finishes in one day
Works for agencies and freelancers. Avoids duplicate tasks across ClickUp/Asana and prevents redundant Loom usage.
- Intake form → project template in ClickUp/Asana with owner & deadlines.
- Auto welcome email with doc links + calendar booking link.
- Drive/Notion folder scaffold; permissions synced to client emails.
- Kickoff call booked → recap doc + action items posted to client channel.
Content loop that stays in budget
Pairs Figma/Canva with Notion AI or Claude Pro; prevents double-paying for overlapping AI seats.
- Keyword list → Notion board with briefs and owners.
- Draft in Notion AI/Claude → design in Figma/Canva → publish to Webflow/Framer.
- Auto-schedule social via Buffer/Later; reuse snippets in email.
- Monthly wrap: performance pulled from GA/Search Console into the board.